IRS FAQ: How to File an Appeal
For many people, getting audited by the IRS will be an exhausting and stressful undertaking, and may end up in owing the IRS money. In cases where anyone needs to dispute the end results of an IRS review or another sort of tax adjustment, some may choose to appeal the results. The appeals process is a good method of settling up with the Internal Revenue Service, and will most likely wind up costing you less. Obtaining the aid of a tax lawyer will also allow the process to run even more smoothly.
The actual appeals process starts as soon as you receive a a Notice from the government regarding your tax owed. You have got a legal right to appeal the end result of the IRS audit. The initial step is to produce a formal protest letter with the lawyer, and send it in to the IRS as quickly as possible; for a direct appeal, you need to send your protest letter within 1 month of getting the Notice. Although this will be a standard letter, you might need to send additional documentation based upon just how much you owe.
Next, you will need to ask to read or obtain duplicates of the findings in your tax audit. The auditor’s file might supply you with some awareness about just how the concluding decision was reached, and your lawyer will be able to counsel you accordingly. If perhaps the IRS takes awhile to mail the requested information, this usually implies a due date expansion, which could only work out in your favor because it will provide you with more time to figure out the criteria and set up your documentation.
Following that, your meeting with an appeals officer will occur. This would not end up being the same person who handled the initial audit, and likely will be less acquainted with your case. Your lawyer should preferably assist you to pull together all the required paperwork ahead of time. The officer is going to go over your case and ask pertinent questions, and you could get to negotiate a settlement then and there. One of the key attributes of the appeals approach is the fact that it does progress so efficiently, and you might find yourself needing to fork out just a part of the money owed for the benefit of a fast settlement deal.
As soon as you sign the new figure, you wouldn’t have the option to fight that distinct IRS determination. When the meeting fails to result in a binding agreement, you could go on to tax court, and that is likely to be a challenging process. Particularly in the instance of court, it is going to be useful to have a legal professional on your side who at this point is familiar with your case.
For assistance with submitting your appeal, talk to an experienced CA tax law firm. A skilled Oakland tax lawyer is likely to be a great resource before and during the appeals process.
