IRS Office in Birmingham, AL: All You Need to Know in 2023 + FAQs

The Internal Revenue Service (IRS) maintains multiple offices and service centers to process tax returns and perform other taxation duties, such as collection, audits, examinations, and criminal investigations.

However, the type of IRS office facility a Birmingham taxpayer is most likely to interact with is the IRS Taxpayer Assistance Center.

Discover all there is to know about the Birmingham TAC, including how to schedule appointments, and how to communicate with live agents. We will also provide you with a comprehensive guide on what to anticipate during your visit to the IRS facility in Birmingham.

Have IRS Tax Debt?

Seeking professional help can alleviate the stress and uncertainty of dealing with the IRS or tax debt. Dealing with tax issues can be complex and intimidating, making it critical to have experts on your side who understand the intricacies of tax laws and regulations.

Professional tax assistance from Tax Shark can provide you with the valuable guidance you need to navigate your specific tax situation. We can analyze your financial records, negotiate with the IRS on your behalf, and develop a tailored strategy to resolve your tax debt effectively.

The Birmingham IRS Office

The easiest way to find the most up-to-date information on the Birmingham IRS Taxpayer Assistance Center (TAC) is to visit the IRS’s website and use the Office Locator portal.

The IRS website will provide you with the city of each TAC office, its address, opening and closing hours, and a link for directions. Note that some TAC offices may be closed on specific dates. If an office near you is closed or will be soon, the Office Locator will inform visitors with a warning message under the office’s address.

Where is the Birmingham IRS Office located?

What is the Birmingham IRS Office phone number?

What is the Birmingham IRS Office hours?

Services at IRS Office in Birmingham

Other IRS Offices near Birmingham

The next closest IRS offices to Birmingham are in Montgomery and Huntsville.

Montgomery: 1285 Carmichael Way, Montgomery, AL 36106

Huntsville: 5123 Research Dr. N.W., Huntsville, AL 35805

How Do I Talk to a Live IRS Agent in Birmingham?

The two primary methods are calling the IRS to reach a live person or scheduling an appointment at the Birmingham IRS Taxpayer Assistance Center (TAC) office.

Option 1: Contact the IRS by Telephone

The most common way to reach a live IRS agent is by phone. The IRS has specific phone numbers for different types of inquiries, so make sure you’re calling the appropriate number. 

  • If you are an individual or calling for information on individual taxes, call 1-800-829-1040 from 7 a.m. to 7 p.m. local time.
  • For businesses and business taxation topics, call 1-800-829-4933 from 7 a.m. to 7 p.m. local time.
  • If you need help with taxes for non-profit organizations, call 1-877-829-5500 from 8 a.m. to 5 p.m. local time.
  • For help regarding estate taxes (IRS Form 706) and gift taxes (IRS Form 709), call 1-866-699-4083 from 8 a.m. to 3:30 p.m. EST.
  • For assistance regarding excise taxes, call 1-866-699-4096 from 8 a.m. to 6 p.m. EST.
  • Hearing-impaired callers can call 1-800-829-4059 through a teletype or hearing-impaired telephone device.

Option 2: Schedule an Appointment at the Birmingham TAC Office

Taxpayers can request face-to-face meetings with IRS agents at the Birmingham IRS office.

Use the IRS’s dedicated telephone number for appointment scheduling: 1-844-545-5640.

Should I Visit the Birmingham IRS Office?

According to the Department of Treasury, the IRS operates 361 Taxpayer Assistance Center offices (TACs) nationwide, including all 50 states, D.C., and Puerto Rico. Their purpose is to provide Americans with free, face-to-face tax assistance for any issue they cannot handle by phone or online.

Below is a list of common reasons to visit the Birmingham IRS Taxpayer Assistance Center.

1: Help with Notices and Letters

If you have received a notice or a letter from the IRS and wish to receive face-to-face assistance from an IRS agent, you may visit your Birmingham IRS TAC office. IRS personnel can help you understand how to proceed or complete any required steps.

2: Forms and Publications

All Taxpayer Assistance Center offices can provide you with the latest versions of most IRS forms, publications, and other documentation, should you require them in paper format.

3: ITIN Reviews

Employees at most Taxpayer Assistance Center offices can help you review the documentation needed to apply for or renew your Individual Taxpayer Identification Numbers (ITINs). This service may not be available at all IRS TACs. Visit the IRS’s website for a complete list of TACs offering ITIN reviews.

4: Receive Multilingual Assistance

Numerous Taxpayer Assistance Center offices are staffed by multilingual employees who are qualified to provide tax assistance in languages other than English, such as Spanish. You are also entitled to access foreign language interpretation services when interacting with an IRS employee face-to-face or contacting one by phone. These interpreters are available in over 350 languages.

5: Assistance With Form 2290

If you plan to register a heavy highway motor vehicle in your name, such as a trucking vehicle, you must file an IRS Form 2290 and pay the appropriate taxes. TAC offices are qualified to help you prepare your Form 2290, take payment for the taxes, and provide you with receipts and documentation needed to register your vehicle.

6: Alien Clearances

Specific categories of aliens (as defined by 8 USC 1101), whether residents of the United States or not, may be required to show the IRS they have complied with U.S. income tax laws before leaving the territory. You can schedule an appointment at the Birmingham Taxpayer Assistance Center office to obtain an alien tax clearance document known as a departure permit or sailing permit. 

7: Depositing Tax Payments in Cash

Whether you have received an IRS notice or simply wish to pay your taxes, you can visit an IRS TAC office to speak with an in-person representative and pay your taxes in cash. Ensure you call at least 30 days, but no more than 60 days before the day you wish to pay, and prepare a list of the taxes you intend to pay and the number and denominations of U.S. banknotes you intend to bring. For more information, follow the guidelines on the IRS’s website.

Preparing for Your Visit

Before scheduling an appointment with the Birmingham IRS Taxpayer Assistance Center, it is crucial to be prepared to ensure that IRS employees can help you as quickly and efficiently as possible.

Documents to Bring

Ensure you bring all relevant documentation for your appointment at the IRS TAC office.

Examples of documents you may be expected to provide include:

  • Valid government-issued photo identification, such as a state-issued ID card, a driver’s license, or a passport
  • A valid Taxpayer Identification Number (TIN), such as your Social Security Number (SSN) or Employer Identification Number (EIN)
  • Your Social Security card and those of all members of your household, such as your spouse, children, and other dependents
  • All IRS letters and notices you’ve received, plus related documentation
  • For tax identity verification services, bring two valid forms of identification and a copy of your latest tax returns.
  • For ITIN services, a valid proof of foreign status. The IRS recommends providing a passport, as it combines valid identification and proof of foreign citizenship into one document.
  • Valid proof of your bank account information included in your tax returns. The IRS uses this information to process payments and refunds to you via direct deposit.
  • Your current mailing address

Researching your Questions in Advance

Although visiting an IRS TAC office can provide taxpayers with many benefits, researching the questions you wish to ask the IRS employee during the appointment can help streamline the conversation.

Follow these tips to make the most of your appointment with the IRS:

How Do I Schedule an IRS Office Appointment in Birmingham?

If you wish to schedule an appointment at the Birmingham IRS Taxpayer Assistance Center office, the IRS recommends calling the dedicated, toll-free telephone number for appointment scheduling. 

Call 1-844-545-5640 to schedule an appointment. After scheduling an appointment, you will receive an email confirming your appointment’s date and time.

What to Expect During Your Visit

Upon arrival at the Birmingham IRS office, you will likely need to go through a security check similar to those at airports or government buildings. This may involve metal detectors and screening of your belongings.

Proceed to the designated check-in area or reception desk and let the staff know about your scheduled appointment. They will direct you to the waiting area. Be prepared for potential delays and make sure to allocate enough time for your visit. Once your name is called, you will be escorted to a private area where you can meet with the IRS agent.

Meeting with the IRS Representative

Before meeting with an IRS representative, set your cell phone to silent mode. The agent will introduce themselves and may ask for your identification to verify your identity. Clearly explain your issue or question to the agent, providing any relevant details and supporting documentation. Be prepared to answer any questions the agent may have to gain a better understanding of your situation.

The General Process of Resolving Your Issue

The role of the IRS representative you’ll meet during your appointment is to provide technical and administrative assistance on tax issues. They will listen to your questions, examine your current tax status, verify current federal tax regulations, and provide answers and solutions to help you file taxes and stay current on current laws.

Feel free to ask any questions you may have during the meeting. The agent is there to assist you and provide clarity on IRS procedures or regulations related to your situation.

Typical Waiting Times

Many factors can affect potential waiting times at the Birmingham IRS TAC office. For instance, IRS facilities tend to be busier and experience higher volumes of calls and appointments for assistance during peak tax season, typically from mid-January to the filing deadline. The time of day may also affect your waiting times. For instance, mornings are typically less busy than afternoons.

Other unforeseen circumstances, such as staffing issues and technical difficulties, can also increase your waiting times. The best way to prepare for your appointment at the IRS TAC office is to arrive early and plan for possible delays, especially during peak tax season.

Tips for a Successful Visit

Preparation is crucial to ensure your visit to the Birmingham IRS Taxpayer Assistance Center office helps you resolve your problems as quickly and efficiently as possible.

Arriving Early and Prepared

After calling the dedicated appointment scheduling number, you will receive a confirmation of your appointment’s date and time. Ensure you bring all forms, IRS notices, identification, and other necessary documents. Organize them in a logical order so that you can easily present them to the agent when needed. Plan for an early arrival at the office because you may be required to pass security screening, which can delay meeting a representative.

Communicating Clearly About Your Issues

Clearly articulate your concern or question to the agent, providing all the relevant details. Use concise and straightforward language to help the agent understand your situation accurately. If necessary, use supporting documents to supplement your explanation.

Take notes during the meeting and ask the agent for any necessary documentation or forms to proceed with resolving your issue. Make sure you understand the next steps and any deadlines involved.

Understanding Your Taxpayer Rights

Per the IRS and federal law, all taxpayers are entitled to know and understand what they need to do to comply with tax laws. The IRS outlines a list of fundamental rights each taxpayer has, helping them better understand their rights and the IRS’s obligations.

Alternatives to Visiting the IRS Office

Although IRS Taxpayer Assistance Center (TAC) offices exist to provide crucial tax services and assistance to taxpayers nationwide, you can use other solutions to solve your tax problems.

Online IRS Services

The IRS strongly recommends exploring the IRS.gov website and using the organization’s many free online tools, applications, resources, and services before considering scheduling an appointment with a TAC office.

Examples of useful services recommended to taxpayers include the following:

When to Consider Hiring a Tax Professional

While the IRS provides many useful free tools on the IRS.gov website to help you file taxes and solve tax issues, every taxpayer’s situation is unique, and these solutions may not be suitable for all cases. 

Contact a tax professional at Tax Shark to help you build your tax strategy or solve tax issues in the following cases:

  • Complex income tax situations: The more forms and documentation you have to complete and submit to the IRS, the more complex your income tax situation is. A tax professional can help you handle the complexity and make sense of your situation to file taxes accurately.
  • You are facing an IRS audit or owe back taxes: If you have received one or multiple IRS notices stating you owe back taxes or that you are being audited, a tax professional can represent your interests when dealing with the IRS and provide the assistance you need.
  • You have received an inheritance: Receiving an inheritance is a major life event that can significantly change your tax situation. You may also find yourself owing new types of taxes. A tax professional can help you navigate inheritance taxation and ensure you pay what you owe to the IRS.
  • You run a small business or a gig economy job: As a small business owner, self-employed individual, or gig economy worker, your tax situation may be more complex than a taxpayer with a standard job as an employee. A dedicated tax professional can provide assistance with business taxes and help you estimate and pay the correct amounts.
  • You are planning for major expenses or life changes: Major life events, such as marriage, divorce, the birth of a child, retiring from your job, and many others can change your tax situation. Tax professionals can provide you with the guidance you need to help you understand your new tax implications and build a new tax plan.
  • You simply want peace of mind: A qualified, skilled tax professional can help you handle your taxes to ensure all the information on your returns and forms are accurate, compliant, and up-to-date.
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FAQs

No. Calls from individuals identifying themselves as the IRS asking for immediate payment or tax settlement are tax scams.

You must notify the IRS of a change of address to ensure you continue receiving correspondence and tax refunds. IRS Topic 157 outlines multiple methods to notify the IRS of an address change. The IRS recommends waiting four to six months for address change requests to be processed, regardless of the method used to notify them.

If another person than you is claiming your dependents, you may be the victim of identity theft. Follow the IRS’s instructions regarding how to claim a dependent and how to prove you’re entitled to claim them.

Yes, but only at a Taxpayer Assistance Center office equipped to accept cash. Schedule an appointment between 30 and 60 days in advance and follow the IRS’s instructions to prepare for in-person cash payments.

Yes. IRS Taxpayer Assistance Center offices can help you obtain any tax form you need.

Generally, yes. While some services may be available for walk-in visitors, the IRS recommends scheduling an appointment for any visit to a TAC office.

Yes. You can schedule a visit to a local TAC office to receive in-person tax help, including tax returns.

No. You need to submit a request for a transcript of your tax return to the IRS. You can receive one online through the IRS.gov Get Transcript portal. You can also receive one by mail by submitting an IRS Form 4056-T for a long-form transcript or an IRS Form 4056-T-EZ for a short-form transcript.

IRS representatives can provide technical and administrative assistance with most tax issues, including tips and recommendations for tax planning and preparation.

According to the IRS, taxpayers have the right to retain a representative, such as a tax professional, to represent their interests while dealing with the agency. This right extends to interviews and appointments.

Generally, no. While an IRS representative may inform you of the options available, you do not need to schedule an appointment to set up a payment plan with the IRS. The agency instead recommends using your IRS online account to create a payment plan electronically.

Yes. An IRS representative can provide help regarding a notice or letter you received. However, the IRS recommends carefully reading the instructions in the notice or letter to help you understand the next step. Doing so can help save you the inconvenience of an appointment.

Yes, but only if the IRS hasn’t been able to verify your identity online or by phone. You should only schedule an appointment with an IRS TAC office for identity verification if the IRS has specifically instructed you to do so. 

According to the Taxpayer Advocate Service, most tax refunds are processed within 21 days. However, some refunds may require additional processing time. If the IRS needs to review your return, you may need to wait an additional 45 to 180 days. You can monitor your tax refund status with the IRS’s Where’s My Refund tool.

If you couldn’t resolve your tax problems after your appointment with the Birmingham TAC office, the IRS recommends contacting the Taxpayer Advocate Service for further assistance.