Navigating Your Client Through the IRS Appeals Process
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Virtual
4.00 Credits
Member Price $219.00
Non-Member Price $309.00
Overview
You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1145317. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
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.
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
Prerequisites
Experience in preparing individual and business tax returns
Designed For
Accounting and Financial Professionals who wish to represent clients with a tax matter in disagreement
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
Preparation
None
Non-Member Price $309.00
Member Price $219.00