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Jack Warren Wade, Jr.

P.O. Box 3109
Oakton, VA. 22124

Mr. Wade is a former IRS Revenue Officer, and Course Developer who has written four books and over 76 articles on all aspects of IRS procedures. Since 1986 he has been President and Publisher of National Tax Services, Inc., an advertising and publication firm that specializes in marketing product and resource materials to tax professionals all over the country.

National Tax Services, Inc. is also the creator and developer of UNCLE FED'S TAX*BOARD and two other companion web sites which are specifically designed to assist taxpayers with their IRS and tax problems.


IRS Experience:

Mr. Wade spent the first four years of his professional life as an IRS Revenue Officer in Northern Virginia, located outside Washington D.C. As a collection division employee his main responsibility was to collect delinquent taxes and secure delinquent returns.

The next four years of his IRS career was spent in the Headquarters office in Washington D.C. as a Revenue Officer-Course Developer and Instructor, where he had full responsibility for the complete design, development, and management of the entire nationwide Revenue Officer training program. During this time he wrote and published 16 training publications.


Consulting Experience:

Since leaving the IRS he has represented clients from all over the country before the IRS.

As a tax consultant and adviser to the National Taxpayer's Union, he provided information and advice about IRS policies and procedures, wrote testimony for NTU appearances before Congress, and spearheaded the drafting of the first Taxpayer's Bill of Rights, which was passed in 1988.


Articles Written:

From 1985 through 1994, he wrote a monthly column called "Surviving the IRS" for the Tax Savings Report newsletter, published by the National Taxpayers' Union. His 76 articles dealt with all aspects of IRS procedures with a focus on resolution of those problems. He also covered legislative tax code changes that would impact IRS operations and procedures.


Books Published:

  1. When You Owe the IRS (Macmillan, 1983, $12.95, 246 pp., hb.) (Viking-Penguin, 1985, $7.95, 246 pp., pb., still in print)
  2. Billed as "A taxpayer's manual of survival rules and strategies for paying the IRS," this book was the first to reveal the ways in which the IRS collects delinquent taxes and delinquent returns. Still available in paperback, it provides explanation, guidance, and insight into IRS operations with specific suggestions and recommendations for taxpayers in the nature of survival rules. Each chapter addresses a specific tax problem or a specific aspect of enforcement technique used by tax collectors.

  3. Audit-Proofing Your Tax Return (Macmillan, $18.95, 480 pp., hb., released September 15, 1986, Paperback version released by New American Library, November 1987.)
  4. This book introduced the concept of Audit-Proofing, an easy to follow process that means preparing for the possibility of an audit day-by-day during the current tax year, rather than when called in for an audit. It was the first book to publicly disclose over 100 pages of the tax auditor's manual, revealing all of IRS's audit techniques. It also assisted taxpayers in audit-proofing by revealing such never before published information as an itemized list of what documentation and proof the IRS will accept as substantiation, and an itemized list of what tax rules and regulations tax auditors use in testing tax returns for compliance.

  5. How to Reduce Your Withholding and Increase Your Take-Home Pay,
    (Macmillan, 1985, $6.95, 144 pp., pb.)
  6. This was a self-instructional book with worksheets that showed taxpayers how to recompute their withholding allowances with the objective of reducing their income tax refunds and increasing their take-home pay. This was the first, and perhaps only book ever published on the withholding system, and the understated problem of income tax overwithholding.

  7. The Power to Tax, A Critical Examination of IRS Collection Policies and Procedures (The National Taxpayers' Legal Fund, Inc., 1983, 92 pp., pb.)
  8. This monograph was a critical look at IRS's collection powers and their impact upon the civil liberties of taxpayers. With its 17 recommendations for changing the tax code to protect taxpayers against arbitrary and capricious abuses of IRS's seizure authority, it provided the blueprint and served as the basis for a number of provisions in the "Taxpayer's Bill of Rights."


Media Interviews & Appearances:

Mr. Wade has appeared on: ABC "Nightline", CNN "Crossfire", ABC "World News Tonight", and was interviewed for CBS "60 Minutes." He has also given broadcast interviews to the Associated Press/ CBS News and over 50 additional radio and TV interviews, including WDVM (Channel 9) and WTTG (Channel 5), Panorama show, in Washington, D.C.; Financial News Network, and NBC-TV in New York; Christian Broadcasting Network's "The 700 Club"; KABC-radio, "All Night with Ray Briem" in Los Angeles; and stations in Chicago, San Antonio, Dallas, Atlanta, Tidewater Virginia, and Canada. He also participated with Senator Charles Grassley (Iowa) in a radio interview taped on August 3, 1983 and broadcast to over 150 radio stations in Iowa and surrounding states.

He has given print interviews to: Parade magazine, Wall Street Journal, Reader's Digest, Christian Science Monitor, Money magazine, Gannett News Service, Newsweek magazine, U.S. News and World Report, USA Weekend magazine, Virginian Pilot/Ledger Star of Norfolk, Virginia, Inquiry magazine, and the National Inquirer.


Congressional Appearances:

He has testified before the Senate Finance Committee, Subcommittee on Oversight of the IRS on several occasions:

  • On May 20, 1983 he was the first to recommend that taxpayers who had not filed federal tax returns be granted amnesty from criminal prosecution. His testimony was also the first time an ex-IRS employee had recommended numerous but specific changes in the tax Code to protect taxpayers from arbitrary and capricious actions of IRS employees. Most of his recommendations were later adopted in the Taxpayer's Bill of Rights.

  • On March 19, 1984 he testified again before the same subcommittee to recommend passage of S.2400, The Taxpayer's Procedural Safeguards Act, an act composed of legislative recommendations made in his book "The Power to Tax," and from his previous testimony.

  • On April 10, 1987 he testified again to recommend passage of S.604, the Omnibus Taxpayer's Bill of Rights, which was eventually passed.

  • He appeared several additional times as a consultant to Dave Keating, Vice President of the National Taxpayers' Union who testified before Congress to support additional Taxpayer Bill of Rights legislation.


Forum:

Participated in a panel discussion with Senator David Pryor (D-Ark) at the Harvard Club in New York, sponsored by the Manhattan Institute for Policy Research on June 29, 1987.

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