Courses

Surgent's Navigating Your Client Through the IRS Appeals Process

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Member Price: $159.00 Non-Member Price: $219.00

Date/Time:: Feb 4, 2025, 1:30pm–5:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 4.00
Fields of Study:: Taxes
Level:: Intermediate

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

Objective

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

Highlights

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

Designed For

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

Prerequisite

Experience in preparing individual and business tax returns

Advanced Preparation

None