Service provided at the San Bernardino office ONLY.

Examination

What to do if you do not agree with the proposed changes

• Request an immediate meeting with the supervisor.
• Agreement to mediate through Fast Track Mediation Services, an expedited process.
• If no agreement is reached, you will receive.

A letter (known as the 30- day letter, (which many taxpayers don’t receive) notifying you of your appeals rights.

Appeals

Make a Small Case Request is the proposed change in tax, penalties and interest is $25,000 or less.

File a formal protest

US Tax Courts Petitions

If you cannot reach an agreement with the Appeals Office

You must first receive a letter called Notice of Deficiency (90-day letter)

If your dispute is for $50,000 or less, there are simplified procedures.

Audits Reconsiderations.

It is an IRS procedure designed to help taxpayers when they disagree with the results of:

• The IRS Created a return for you because you did not file it after several requests have been made.
• An Assessment IRS made because of an audit

Audit Reconsiderations are not a matter of right. They are Discretionary.

Offers in Compromise

An Agreement between the IRS and the taxpayer that settles a tax debt for less than the full amount owed.

NOT AS EASY AS MANY PEOPLE THINK OF.

The IRS is not an store that you owe money to, that could accepts $.10 on the dollar to settle your  debt. The IRS has ALL THE MONEY IN THE WORLD, and if it accepts an offer from you to pay much less than the amount owed, is because you have proven to them that you in fact cannot pay it.

The ultimate goal is a compromise which is the best interest of the taxpayer and the IRS

• We will help you prepare, and provide to the IRS, the necessary documentation to support the offer.
• We will calculate the amount of the offer.
• We will file the offer for you, and continue with the process of negotiations until it is accepted, adjusted, or rejected.