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Surgent's Navigating Your Client Through the IRS Appeals Process (NAV4)

  • 09/17/2020
  • 8:00 AM - 11:30 AM
  • NAV4-2020-01-WEBNR-261-01


Registration is closed

Despite the fact that a client’s 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 through IRS Appeals.


  • Identify strategies in speaking informally with the examiners supervisor
  • Recognize how to craft the appeal 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

Topics Discussed:

    • Requesting a meeting or phone conference with the examiners supervisor
    • Requesting review of the examiner’s decision by a local appeals office
    • 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

        Designed for: CPAs who wish to represent clients with a tax matter in disagreement

        Level: Intermediate

        Instructor: Debbie Phillips, M.S.T., CPA

        CPE Credits: 4

        Area of Study: Taxes (4)

        Prerequisite: Experience in preparing individual and business tax returns

        Visit Us:

        3100 South Columbia Road
        Suite 500
        Grand Forks, ND 58201

        Contact Us: 

         (701) 775-7111
        or (877) 637-2727

        Connect with us:

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