Objective
- Identify strategies in speaking informally with the examiner’s supervisor
- Recognize how to craft the appeal to best effect the desired findings for your client
- Identify strategies regarding in person, correspondence, or phone conferences with IRS Appeals
- Utilize IRS Appeals, the only level of appeal within the IRS, to avoid costly, contentious, and time-consuming court trials
Highlights
- Requesting a meeting or phone conference with the examiner’s supervisor
- Requesting review of the examiner’s decision by a local appeals office
- Small case requests when tax, penalties, and interest for each period are $25,000 or less
- Writing and filing a Formal Protest, including required information
- Alternative Dispute Resolution options available to clients
- Negotiation and time limitations
Designed For
CPAs who wish to represent clients with a tax matter in disagreementPrerequisite
Experience in preparing individual and business tax returnsAdvanced Preparation
None