4 Tips For Resolving A Tax Dispute | Keep Calm And Call Your Financial Advisor

and call your financial advisor
By Clay Rose, CPA
(4 Tips For Resolving A Tax Dispute)

4 Tips For Resolving Your Tax Dispute
Tax season can be
rough for any business.
Just about the time you
allow yourself to move
on to something else
and breathe a sigh of
relief … you find
yourself staring at a
letter from the IRS.

The IRS Says You Owe
More?
Stop
Take a deep breath
Call your financial advisor

Believe it or not, the IRS
can (and does) make mistakes …
www.reacpa.com

Agents can accidentally input incorrect information,
computers can misread data and tax codes can be
inadvertently overlooked or misinterpreted.
www.reacpa.com

Follow
these
4steps
to reach
a resolution

1. Follow Instructions

Sometimes the easiest way to resolve the issue is
to follow the instructions. Sounds easy enough, but
not everybody gets this part right.

If the IRS sent you a notice, look for the
section that explains what to do if you
disagree with their decision and
follow the directions.

Additionally, be sure to attach any supporting
documentation and mail it back to the address
given by the deadline requested.

After the IRS has made its decision,
you will be notified via U.S. Mail.

When in doubt,
opt to send
inquiries to the
IRS via certified
mail and request
a receipt.
#protip
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Make
The
Call2

2. Make The Call
If your initial
challenge was
rejected, your next
step is to follow up
with a phone call.

2. Make The Call
The rejection notice
you received should
have included another
important piece of
information: the contact
name and number of
the IRS employee who
rejected your
challenge.

When you call,
be polite and
professional.
Ask to speak to the
employee’s manager (but
take care not to say
anything about why you
are asking to speak with
their supervisor).
The last thing you need
is to create animosity.
#protip
@ReaCPA

2. Make The Call
When you speak with
the supervisor, your
case should be laid out
in the same way as
your original challenge.

2. Make The Call
Be clear and concise in
your explanation while
taking care to address
any concerns that were
noted by the original
employee in their
rejection letter.

2. Make The Call
If your letter didn’t
include an employee’s
name and phone
number, send another
certified letter to a
general supervisor with
the agency and
request that they
reconsider your case.

3. Appeal To A
Higher Office

3. Appeal To A
Higher Office
If you still haven’t convinced
the IRS to change its mind,
don’t give up – even if you
have already mailed several
letters and racked up a lot of
call time with the agency.

3. Appeal To A
Higher Office
Further up the chain of
command is the
Office of Appeals,
an independent office
within the IRS.

3. Appeal To A
Higher Office
To get your case to the
Office of Appeals, follow the
instructions found in your
earlier notices or you can
search the IRS website.

4. See It Through

4. See It Through
Sometimes a resolution can’t be achieved in the
first three steps of the appeal process.

4. See It Through
If you find yourself in this situation your final option
is to take the case to the U.S. Tax Court.

4. See It Through
At this point you may be discouraged and
may even question whether you should
continue on with the fight, but if you still
believe that the IRS is wrong
it’s probably in your best interest
to see it through to the end.

4. See It Through
If your dispute is less than $50,000 you will have
the option to represent yourself.

Similar to how a
small-claims court
operates, there is
no jury and the judge
will not hold your
inexperience against
you. #protip
@ReaCPA

4. See It Through
Once court is in session you will state
your case again, provide evidence and
answer any questions a judge may ask
about the claim. Once a decision is
made at this phase it is final
and cannot be appealed.

Sometimes, even though you have decided that you want to
move forward, an IRS attorney may offer to settle out of
court for a figure less than what the IRS says you owe. If this
happens, you need to decide whether you will accept the
settlement or if you will move forward with presenting your
case to the judge. The choice is yours.

If you find yourself at odds with the IRS over a tax
issue and are not sure how to proceed …
www.reacpa.com

Call your financial advisor.
www.reacpa.com

Do you need to connect with a tax professional?
Email Rea & Associates today.

4 Tips For Resolving A Tax Dispute | Keep Calm And Call Your Financial Advisor

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