If you’ve received a notice from the IRS indicating a tax debt that you believe is unjust, a tax appeal might be the solution for you. At Bannon and Associates, PC, we are dedicated to guiding you through the tax appeal process and achieving a favorable resolution. Attorney Kevin M. Bannon, drawing on his extensive experience, is committed to providing unparalleled client support, ensuring you understand every step of the tax appeals process.
Understanding the Tax Appeal Process:
To qualify for a tax appeal, three criteria must be met:
- The IRS sent you a letter outlining your right to appeal.
- You disagree with the IRS’s decision.
- You choose not to sign the agreement form provided by the IRS.
Initiating a tax appeal involves submitting a written protest to the IRS Office of Appeals. The protest has specific requirements, including:
- A detailed list of the contested items and the reasons for disagreement.
- Presentation of facts, applicable laws, or supporting authorities for each disputed item.
- A signed penalty of perjury statement.
The Appeals Office functions as a mediator, independent of the IRS office, with an appointed Appeals Officer to evaluate your case.
Keys to a Successful Appeal:
Successful tax appeals hinge on identifying and resolving issues efficiently. Clear communication is vital to help the IRS understand the matters in dispute. Provide a concise explanation of your position, supported by facts, laws, or authorities, increasing the likelihood of a favorable resolution.
To pinpoint the issues, consider the following questions:
- What are the facts involved?
- What are the key issues and controversies?
- Is the matter a technicality or a credibility concern?
Identifying the problem is the initial step toward finding a solution. If the IRS decision appears to stem from a misinterpretation of the law, examining the legal source may clarify the issue. In cases where there is a potential misunderstanding regarding facts, presenting organized records or other forms of evidence can help resolve the dispute. Let Bannon and Associates, PC assist you in navigating the complexities of tax appeals and working towards a satisfactory resolution.