Episode 119: Appeals

Last year, the Taxpayer Advocate Service released the Taxpayer Roadmap.  I am doing a 6-part review of the various stages of the United States federal tax system as shown on the Taxpayer Roadmap. 

To find out more about the roadmap, use this link:  https://taxpayeradvocate.irs.gov/roadmap

Part 5 of the 6-part series is a look at IRS Appeals.  Appeals is often the department a taxpayer is working with when there is a dispute about the tax assessment and it is necessary to negotiate for a resolution regarding the result.  Appeals may start to be involved when a taxpayer files a protest letter with the IRS.  Appeals may also start to be involved after the taxpayer files a petition with Tax Court.  Overall, it is best to gather all supporting documents to make the case, but be organized in making the case with Appeals in order to come to the best settlement.