Johnson Agen Kupferschmidt & Associates

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Johnson Agen Kupferschmidt & Associates An accounting and tax preparation firm serving clients throughout northwest Wisconsin.

Wishing the happiest of birthdays to our amazing coworker, Adriane! 🥳🎂 Thanks for being a constant source of positivity,...
10/22/2026

Wishing the happiest of birthdays to our amazing coworker, Adriane! 🥳🎂 Thanks for being a constant source of positivity, support, and great laughs around the office. Hope you have the absolute best day celebrating—you deserve it! 🥂🎉

🚨 Special Hours Update 🚨Please note that our office is CLOSED TODAY (Thursday, October 22nd) for an all-staff meeting.🗓️...
10/22/2026

🚨 Special Hours Update 🚨

Please note that our office is CLOSED TODAY (Thursday, October 22nd) for an all-staff meeting.

🗓️ Thursday, October 22nd: CLOSED

⏰ Tomorrow: Open 8am-Noon

Thank you for your understanding—we look forward to serving you tomorrow!

💲Tax Tip Tuesday💲How to request help with the IRS Independent Office of AppealsAs highlighted earlier this week in the T...
10/20/2026

💲Tax Tip Tuesday💲

How to request help with the IRS Independent Office of Appeals

As highlighted earlier this week in the Taxpayer Bill of Rights feature, taxpayers have the right to appeal a decision in an independent forum. If a taxpayer disagrees with an IRS determination, they can ask the Independent Office of Appeals to review their case. Appeals operates separately from the IRS office that made the original determination and provides a fair and unbiased review of the applicable tax matter.

Here's what taxpayers need to know to appeal their case:

Requesting an Appeal
Taxpayers who meet the criteria to request an appeal must do so in writing.

They must complete the written request and mail it to the IRS office that sent the letter with their appeal rights. The IRS office that receives the request will attempt to resolve the disputed tax issues. If that office can't resolve the issues, they will forward the case to Appeals.
It is important that taxpayers do not send their requests directly to Appeals; this will only delay the process and may prevent Appeals from considering the case.
Generally, once a case is received in Appeals, an Appeals officer will contact the taxpayer via letter and will propose a conference date for the appeal to be heard.
If a taxpayer hasn't heard about their appeal and it's been more than 120 days, taxpayers can contact the IRS office they worked with last for a status update.
What to expect during the Appeals conference

Appeals conferences may be completed by phone, in person, mail or by video. Taxpayers may choose which type of conference they prefer.
Taxpayers can use secure digital tools to send and receive documents quicker. Learn more on the What to expect from Appeals FAQs.
If the taxpayer submits new information that was not reviewed by the original IRS office, Appeals may send the case back to that office review. Appeals will not raise new issues or reopen issues agreed to by the taxpayer or the IRS, except in cases of potential fraud.
During the conference, the Appeals officer reviews the facts, law, and information provided by both the taxpayer and the IRS. The reasons for the decision and the taxpayer’s available options will be explained. Usually, an appeal ends in one of these ways:
IRS position upheld: If the facts and law support the IRS’s position.
In taxpayer’s favor: If the facts and law support the taxpayer's position or courts have ruled in favor of taxpayers in similar cases.
Compromise: If the facts or law are unclear, or courts have made different rulings in similar cases, the Appeals officer may suggest a compromise. In this case, the taxpayer may pay part of the tax that is due.



Tune in to 96.1 WJMC every Wednesday morning at 7:45am for more tax tips with Brenda!
www.jakaccounting.com

Wishing a very Happy Birthday to the amazing Mel! 🎈🎁 Hope you get to celebrate big today and enjoy every minute of your ...
10/15/2026

Wishing a very Happy Birthday to the amazing Mel! 🎈🎁 Hope you get to celebrate big today and enjoy every minute of your day.🥂

💲Tax Tip Tuesday💲Taxpayer rights include being able to appeal an IRS decision in an independent forumTaxpayers have the ...
10/13/2026

💲Tax Tip Tuesday💲

Taxpayer rights include being able to appeal an IRS decision in an independent forum

Taxpayers have the right to appeal an IRS decision in an independent forum. What this means is they are entitled to a fair and impartial administrative appeal of most decisions made by the IRS, including many penalties. This is another one of the ten rights that make up the Taxpayer Bill of Rights. Understanding these rights helps taxpayers if they need to work with IRS on a personal tax matter.

Important facts about this right:

The IRS Office of Appeals must be independent and separate from the IRS office that initially reviewed the case. Generally, Appeals will not discuss a case with the IRS to the extent that those communications appear to compromise the independence of Appeals.
When taxpayers don't agree with an IRS decision, they can refer to Publication 5, Your Appeal Rights and How To Prepare a Protest If You Don't Agree, for details on how to appeal.
Taxpayers who receive a statutory notice of deficiency, which is a notice proposing additional tax, may file a timely petition with United States Tax Court to dispute the proposed adjustment before they must pay the tax.
Taxpayers have the right to receive a written response regarding a decision from the Office of Appeals.
Generally, taxpayers may file a refund suit in a United States District Court or the United States Court of Federal Claims if:
They have fully paid the tax and the IRS has denied their tax refund claim.
No action is taken on the refund claim within six months.
It's been less than two years since the IRS mailed them a notice denying the refund.



Tune in to 96.1 WJMC every Wednesday morning at 7:45am for more tax tips with Brenda!
www.jakaccounting.com

Happy Birthday to the one and only Meghan! 🥳🎈Thank you for bringing your awesome energy and talent to the team every sin...
10/12/2026

Happy Birthday to the one and only Meghan! 🥳🎈

Thank you for bringing your awesome energy and talent to the team every single day. Wishing you the absolute best year ahead—cheers to you today! 🥂🎁

💲Tax Tip Tuesday💲Eligible taxpayers may receive automatic penalty reliefTaxpayers with a history of filing and paying on...
10/06/2026

💲Tax Tip Tuesday💲

Eligible taxpayers may receive automatic penalty relief

Taxpayers with a history of filing and paying on time may now have an easier path to receive penalty relief.

This summer, the IRS’s new Automatic Exemption from Penalty or AEP will replace the long-standing First Time Abate administrative relief. AEP is designed to eliminate the need to contact the IRS to request relief and reduce burden for those with a timely compliance history.

Eligibility
AEP applies to eligible original returns beginning with tax year 2025 and 2026 quarterly returns and future tax periods. Taxpayers qualify if they have a history of filing on time and paying any tax due in the previous 3 years (or 12 consecutive quarters for quarterly returns).
When eligible, penalties are not assessed during processing for:

Failure to file
Failure to pay
Failure to deposit

Eligible taxpayers do not need to take action to receive this relief. If the IRS applies AEP, the taxpayer will receive a notice that the relief was granted. Not all returns are eligible for AEP. Some returns like ones filed only in response to specific transactions or infrequent events (such as Form 706, U.S. Estate Tax Return or Form 709 Gift Tax Return) generally are not eligible.

As First Time Abate phases out and transitions to AEP, some qualifying taxpayers may still receive penalty notices for eligible tax year 2025 and 2026 quarterly returns. Taxpayers who believe they qualify may contact the IRS to request First Time Abate during this transition. AEP will replace First Time Abate for eligible returns with original due dates on or after Jan. 1, 2027. Please visit Administrative penalty relief for more information.

Other penalty relief options
Taxpayers who do not qualify for AEP may still request penalty relief based on reasonable cause and they will be notified of the outcome. See Penalty relief for reasonable cause for more information. While AEP prevents the assessment of certain penalties, taxpayers must still pay any tax and interest due, as well as any penalties not eligible for relief.


Tune in to 96.1 WJMC every Wednesday morning at 7:45am for more tax tips with Brenda!
www.jakaccounting.com

Shouting it from the rooftops: Happy Accounting Clerk Week! 🎉💸
10/05/2026

Shouting it from the rooftops: Happy Accounting Clerk Week! 🎉💸

26 years of pure excellence! 🙌Happy Work Anniversary to the one and only, Deanna! Thank you for 2.5+ decades of loyalty,...
10/01/2026

26 years of pure excellence! 🙌

Happy Work Anniversary to the one and only, Deanna! Thank you for 2.5+ decades of loyalty, expertise, and being an absolute joy to work with. Here's to celebrating you today! 🎉🥂

Happy 14th Work Anniversary! 🥂✨14 years of hard work, endless laughs, and making big achievements look easy. Working alo...
10/01/2026

Happy 14th Work Anniversary! 🥂✨

14 years of hard work, endless laughs, and making big achievements look easy. Working alongside you is a gem of an experience. Thank you for everything you bring to the team! 🎉

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Cumberland, WI

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 12pm

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