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Surgent's Navigating Your Client Through the IRS Appeals Process (4 hours)

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4.0 Credits

Member Price $159.00

Non-Member Price $209.00

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Overview

Despite the fact that a client’s tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating the complex IRS Appeals.

NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.

If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.

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
  • Know how to 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

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!

Non-Member Price $209.00

Member Price $159.00