Description

Despite the fact that a client’s tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating through the complex IRS Appeals.

Instructor: Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Target Audience

Accounting and Financial Professionals who wish to represent clients with a tax matter in disagreement

Course Objectives

Recognize how to craft the appeal protest 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

Understand how to prepare and submit a Tax Court petition

Subjects

Preparing a valid Appeals Protest for 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

Preparing and submitting a Tax Court petition to preserve a client’s rights

Prerequisites

Experience in preparing individual and business tax returns