Preparing a Request for Appeal with the IRS

An Appeal is independent of any other IRS office.  This provides a venue for disagreements concerning tax law to be heard on a fair and impartial basis for both the taxpayer and the government.

Review the letter and publication that was sent to you by the IRS department making the decision.  This will instruct you on how to prepare for an appeal, where to mail the request, when it must be received and any information you need to include for your appeal request.  Filing for an appeal will not stop interest and penalties from accruing.

An Appeals or Settlement Advisor is appointed to evaluate your case.  Appeals can be conducted in person, by telephone or by correspondence.  The goal is to have a third party Officer work with you and the IRS department to resolve the tax dispute.

For more information on IRS Appeals, visit www.irs.gov or contact our office to schedule an initial consultation.

Fredric C. Jacobs, Esquire, Board Certified Tax Law

Bach & Jacobs, P.A.

240 S. Pineapple Avenue, Suite 700

Sarasota, FL 34236

941-906-1231

941-954-1185 facsimile

www.bachjacobs.com