Navigating Your Client Through the IRS Appeals Process

Overview

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.

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

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

Designed For

Accounting and Financial Professionals who wish to represent clients with a tax matter in disagreement

Prerequisites

Experience in preparing individual and business tax returns

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Michael Frost, Surgent McCoy CPE, LLC

Leader Bios

Michael Frost, Surgent McCoy CPE, LLC

Mike Frost, CPA, of Jacksonville, Alabama, provides tax consulting, continuing education, and motivational speaking services through his company, Mike Frost Enterprises. Mike is a former shareholder of MDA Professional Group, PC, where he managed the tax department of the Albertville office. Mike has 31 years of experience in public accounting, including but not limited to: Business and individual income tax preparation and planning; mergers and acquisitions; estate, gift, and trust tax preparation; small business consulting; Medicare planning and other elder care; audit representation; and religious groups and clergy. Mike has conducted CPE engagements and seminars throughout the United States and has served as technical advisor for tax articles in The Sand Mountain Reporter, a local newspaper. Mike has been a featured presenter at the Alabama Society of CPAs Annual Meeting and the Federal Tax Clinic held annually at the University of Alabama in Tuscaloosa. Mike graduated with “high honors and distinction” from Jacksonville State University with a major in accounting, a minor in finance, and a 4.0 GPA. He is a member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. In addition, he is a graduate of the Tax Planning and Advising for Closely Held Businesses Certificate of Educational Achievement Program sponsored by the AICPA.

Return to Top