HOW TO REACH A LIVE PERSON AT THE IRS! SECRET METHOD THAT ACTUALLY WORKS!

Does this method work for small business tax issues or just personal taxes? I've been trying to reach someone about my Schedule C filing for weeks!

This method works for both personal and business tax issues. For Schedule C specific questions, you might want to modify step 8 slightly by choosing the business tax option instead of personal. If you're calling about a Schedule C issue, you'll also want to have your EIN ready if you have one, as well as details about your business classification and filing status. Having specific line numbers from your Schedule C that you're inquiring about can also help the representative assist you more quickly.

Wait this sounds interesting - how exactly does it work? Do you just upload your tax forms and it tells you what to do? I'm dealing with an amended return nightmare and can't get through to anyone.

I'm a little skeptical tbh... How can an AI system know which buttons to press on the IRS phone menu? Those menus change all the time. Is this just another paid service trying to do what we can do ourselves?

It works by analyzing your specific tax documents and situation to identify what department and type of representative you need to speak with. You upload your forms, and it processes them to determine the precise issue category. This matters because different IRS departments handle different types of problems. The system isn't just pressing buttons for you - it's giving you a strategic roadmap based on your specific tax situation. For example, with amended returns, it identifies whether you need the Amended Return department, the Examination department, or sometimes the Collections department depending on the specifics. The phone menus do change, but the departmental structure stays fairly consistent, and they update their guidance regularly. It's definitely not doing what you can easily do yourself - it's providing expertise-level navigation through a deliberately complex system.

How does this actually work though? Like do they just stay on hold for you and then call you? Do they hear any of your personal tax info?

This sounds like complete BS. Nobody can "skip the line" with the IRS. They literally have one phone system. All this service is probably doing is charging you to do exactly what the original post described. Complete waste of money when you can just follow the steps yourself.

They use an automated system that navigates the IRS phone tree and stays on hold for you. When they connect with a live agent, you get a call to join the conversation. It's basically just handling the waiting part so you don't have to sit there listening to hold music for hours. They don't hear your personal info because they connect you before any of that is discussed. They don't skip the line at all - they wait in exactly the same queue everyone else does. The difference is you're not the one sitting there listening to hold music and getting frustrated. You only join when there's actually a human ready to talk. It's honestly just about saving your time and sanity, not getting special treatment or access.

What about using the IRS taxpayer advocate service? I've heard they can help when you're getting nowhere with normal channels but never tried them myself.

The Taxpayer Advocate Service can be extremely helpful, but they're really designed for cases where you're facing significant hardship or have tried normal channels without success multiple times. They're not meant to be a first resort or a way to skip the regular process. If you have a complicated issue that hasn't been resolved after multiple calls, or if you're facing a financial hardship like a pending eviction or utility shutoff due to a tax issue, then the TAS is absolutely worth contacting. Their offices typically have separate phone numbers and sometimes even direct lines to representatives, which can be found on the IRS website.

I did a face-to-face appointment at our local IRS office about 3 months ago. You have to call 844-545-5640 to schedule it - the system is actually pretty good. I only waited about 2 weeks for my appointment and the IRS agent was super helpful. Resolved my issue in one visit. One tip though - bring EVERY possible document related to your issue. They won't have access to all your records on the spot like phone agents sometimes do.

Thank you for sharing your success story! I'm a newcomer here and have been lurking for a while trying to gather courage to call the IRS about my own refund issue. Your timing advice about calling at 7:15 AM on Wednesday is really helpful - I hadn't thought about the specific day of the week mattering that much. I'm curious about that direct number the representative gave you for calling back. Is that something they typically provide, or did you have to specifically ask for it? I want to make sure I ask for the right things when I finally get through to someone. Also, how long had your refund been delayed when you called? I'm at about 8 weeks now and starting to get worried something went wrong with my filing.

Welcome to the community, Yuki! I completely understand that nervousness about calling the IRS - I felt the same way before my first call. The direct callback number was actually something the representative offered without me asking, but it's definitely worth requesting if they don't mention it. She said it was a direct line to her department that would help me avoid going through the main phone tree again if my issue wasn't resolved by the timeline she gave me. As for timing, my refund had been delayed for about 6 weeks when I called, so you're not far behind that timeline. Eight weeks is definitely long enough to warrant a call - the IRS generally says to wait 21 days for e-filed returns, so you're well past that point. One tip for when you do call: have your Social Security Number, filing status, and the exact refund amount from your return ready before you dial. The representative will ask for these right away to pull up your account. Good luck - you've got this!

Welcome to the community! I'm new here too and have been following this thread closely because I'm dealing with a similar situation. For CP2000 notices specifically, I'd actually recommend calling the number on the notice first before trying the main IRS line method. Those notice-specific numbers usually connect you directly to the department that issued the notice, which can save you from being transferred around between departments. However, if the number on your CP2000 notice has really long wait times or you can't get through, then definitely try the method Avery shared as a backup. The key thing with CP2000 notices is having all your documentation ready - the original return, any supporting documents for the items they're questioning, and the notice itself with that notice number handy. I haven't had to deal with a CP2000 myself yet, but I've seen other posts here where people had success calling the notice number early in the morning (around 8 AM) on weekdays. Good luck with your call tomorrow! Let us know how it goes.

Welcome to the community! I'm also relatively new here and have been following everyone's advice closely. For CP2000 notices, I'd definitely second what Zainab said about trying the notice-specific number first. I actually just dealt with a CP2000 last month and calling the number directly on the notice got me through to the right department much faster than the main IRS line would have. One thing I learned that might help you: when you call about a CP2000, have your notice number ready (it's usually in the upper right corner) and be prepared to explain exactly which line items on your return they're questioning. The representatives can pull up your case much faster with that specific notice number. Also, don't panic about the CP2000 - in many cases it's just a mismatch between what you reported and what third parties (like employers or banks) reported to the IRS. Sometimes it's as simple as a form you forgot to include or a transcription error. Having your original tax documents handy when you call will help you work through it quickly. Good luck with your call tomorrow! This community has been such a lifesaver for navigating IRS issues.

Congratulations on finally getting through, Yuki! Your success story gives me so much hope. I'm also new to this community and have been putting off calling the IRS for weeks because I was dreading the whole process. The detail about the SSN prompt asking four times instead of three is really helpful - I probably would have panicked and hung up thinking something went wrong! It's these kinds of specific details that make this community so valuable. I'm curious about your payment application issue - how long did it take Jennifer to actually fix it once you were connected? I have a similar situation where I think a payment got misapplied, and I'm wondering if it's something they can resolve on the same call or if it requires additional follow-up. Thanks for taking the time to share your experience and for confirming that Avery's method really works. I'm definitely going to try calling tomorrow morning using these exact steps!