While it is always the best idea to resolve all IRS issues at the lowest possible level, sometimes it is necessary to go through the IRS Office of Appeals. While this may seem intimidating to clients, our tax specialists have training with the Office of Appeals and are confident the issue will be resolved, and most often with great results!
The IRS has an appeals process in case either party disagrees on tax details.
Our clients experience better results going through Appeals for a few reasons. Firstly, someone new and objective is handling the case and may have a different point of view. The Appeals process provides an objective forum where all sides can be heard, giving the client the benefit of having all information reviewed by an impartial and unbiased IRS employee. Additionally, Appeals must consider the “hazards of litigation,” which generally refer to the probability that the examination’s position might not be held up in court. Because the IRS wants to resolve all cases as quickly and inexpensively as possible, they oftentimes want to avoid taking the case to court, especially when the judge can vote either way. In these cases, the IRS employee might choose to meet the taxpayer in the middle and allow half of the deductions to settle so he/she can close the case and have a certain settlement.
In general, any case with a high dollar amount at stake and a reasonable taxpayer position might benefit from taking the case to Appeals. It is found that most IRS revenue agents and revenue officers are more strict about either a “right” or “wrong” side, but many Appeals officers are more flexible and open-minded, which can serve taxpayers well.
Due to the Appeals officer’s unbiased opinion, it is very important to present a good protest so he/she can understand our client’s side. On behalf of our clients, our tax specialists will provide a clear statement that we feel our client should challenge, a copy of the letter showing the proposed changes, the tax periods/years involved, a list of the changes that our client does not agree with, facts supporting our client’s position, and more. Providing complete, factual, and easy to understand information will make the Appeals officer’s job easier and gives our client the best chance for a favorable outcome, which is our main goal.
IRS appeals help from Creative Tax Solutions
Most people want to resolve their issues with the IRS at the lowest level possible, but sometimes it is necessary to go through the IRS audit appeal process. This may seem intimidating, but our agents are trained to handle cases like yours, so there is no need to worry. With their help, you can finally resolve your tax issues and get on with your life.
Navigating the IRS appeals process
Opting to go through the appeals process is a good idea for several reasons:
- An unbiased third party will hear your appeal
- The IRS wants to resolve all issues as quickly as possible to avoid going to court
- To avoid a lawsuit, the IRS will often settle with you for a lesser amount than you owed previously
- If you do not like the judgment, you can file a lawsuit
IRS revenue agents and officers are often unwilling to compromise with taxpayers. However, IRS Office of Appeals mediators are often more flexible and open-minded. If your offer is reasonable and the appeals officer sees that you are negotiating in good faith, it is very likely you will get your tax debt reduced substantially.
The best IRS tax appeal assistance
Our tax specialists will formulate a sound argument so that the appeals officer can understand your side. They will provide you with the following:
- A statement saying why you filed the appeal
- Tax periods and years under question
- IRS decisions you do not agree with
- Facts that support your position
This information will make it more likely that the IRS tax appeal officer will make a decision that is favorable to you. The team at Creative Tax Solutions knows how to handle this process, which is why you can trust us to deliver the best possible outcome.
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I've been working with Noemi Mayoral (?) for the past several months, as well as some of her co-workers, in getting back taxes brought current. Noemi has done an OUTSTANDING job, helping us realize this VERY important goal.