Tax Appeal

As you work toward resolving your tax debt, you might be faced with many obstacles, but that doesn’t mean there isn’t any hope in sight. You can always go for a tax appeal so you can question any decision that the IRS has not made in your favor. After all, disagreements about Tax Law can occur, which can sometimes hinder your ability to come up with an equitable solution. Most of these issues can be resolved without going to court, but there are some circumstances where it may be necessary.

Appealing with the IRS

tax appeal
tax appeal

If you want to file an appeal with the IRS, you can make it at one of their local appeals offices. It’s a separate department of the IRS, and it is independent of the office that performed the evaluation. This is the only level of appeal within the IRS, so whatever decision they come up with is final.

You can contact the IRS Appeals Office in one of the following ways:

  • In person
  • Through correspondences (by email or regular mail)
  • By phone

You will also have to write a letter of your “proposed tax adjustment,” and you will have to make a request to speak to an appeals officer. When you file a tax appeal, you can either make a small case request, or you can write a formal protest. Which one you choose will depend on the circumstances of your situation.

Small Case Request

Use this option if your total tax amount is $25,000 or less. This includes any penalties and interest that have accumulated in those years. You will have to make a written statement requesting an appeal, and you will have to outline any parts in the decision that you don’t agree with. This statement must be sent within the time limit that has been specified in the letter (usually 30 days).

Formal Written Protest

If your total tax amount is more than $25,000, will have to file a formal written protest, and it will also have to be done within the time limit that was specified in the letter. In your statement, you will have to include the following:

  • Your name, address, and telephone number.
  • A statement regarding your appeal to the IRS.
  • A copy of your “proposed tax adjustment” for the tax periods in question
  • A list of the changes that you don’t agree with, as well as the reason for the disagreement.
  • A list of facts supporting your position.
  • A list of any applicable laws related to the case.
  • Your signature, which states that everything you have stated is true.

If the statement is being filed by a representative, this person will also have to include a “declaration statute,” which should state:

  • That he or she is the one who has submitted the documents.
  • That everything in those documents is “true and correct.”

You should also bear in mind that any information and signatures are done under penalty of perjury.

Using a Tax Professional

Resolving tax issues is never easy, as the IRS is full of complicated regulations that can leave someone swimming in a pool of financial jargon and vague political language. This can be true even if you’re appealing a decision that has already been made. So, it makes sense to hire someone who will make sure you’re moving the right direction. They can help you navigate the rough waters of Tax Law, and they can help you sift through the endless list of regulations that can leave you frustrated and confused.

Tax Law Tampa has a team of experts that can help, and they will do everything they can to make sure you’re moving forward in resolving your tax problems. So, if you want to find out how they can help you with your tax appeal, get in touch with them today!