Low Income Taxpayer Clinic

Information for Tax Professionals

The Justice & Diversity Center’s Low Income Taxpayer Clinic (LITC) Tax Project provides pro bono representation to low-income taxpayers in controversy with the Internal Revenue Service, including assisting taxpayers in audits, appeals and collection disputes and can help taxpayers respond to IRS notices and to correct account problems.

The Tax Project assists low-income taxpayers with various issues with the Internal Revenue Service, including:

  • Taxpayers in controversy with the IRS;
  • Taxpayers who have filed a petition with the U.S. Tax Court;
  • Taxpayers who need help obtaining relief from a tax obligation;
  • Unrepresented litigants who need assistance on the day of U.S. Tax Court docket call; and
  • Taxpayers who need help preparing cases for litigation and trial representation.

The Tax Project provides brief services and advice to hundreds of taxpayers by phone. However, many issues call for the professional help that tax attorneys, Enrolled Agents and CPA’s can provide. We rely on tax professionals’ pro bono services to help our low-income clients and unrepresented litigants. Volunteering with the Tax Project is a great opportunity to gain more experience with a mentor’s help, become more involved in individual cases, and represent clients. For experienced professionals, the Tax Project provides a way to help someone in need.

While there are many ways to volunteer with the Tax Project, one of our greatest needs is volunteers who will accept cases for further assessment, advice and representation. We conduct a thorough intake and screening process for all cases, including several telephone interviews and reviewing the client’s documents and account with the IRS. The Justice & Diversity Center provides malpractice insurance for all cases accepted through the Tax Project.

Very experienced volunteers can also assist at the U.S. Tax Court’s calendar calls in San Francisco, providing limited-scope advice and assistance to self-represented petitioners.

For more information about pro bono opportunities with the Tax Project, contact Supervising Attorney Amy Spivey at aspivey@sfbar.org or (415) 782-8977.

Volunteer Resources

Client Intake Line

(415) 782-8978

For more information, please email litc@sfbar.org.
Se habla español.