Considering an Appeal

Appeals may be the place for you if all the following apply: 

  • You received a letter from the IRS explaining your right to appeal the IRS’s decision
  • You do not agree with the IRS’s decision
  • You are not signing an agreement form sent to you

If all of the above are true, then you may be ready to request an Appeals conference or hearing.

To decide if you should appeal your tax dispute, consider the following. If you believe the:

  • IRS made an incorrect decision based on a misinterpretation of the law, check the publications discussing your issue(s)
  • IRS didn’t properly apply the law due to a misunderstanding of the facts, be prepared to clarify and support your position
  • IRS is taking inappropriate collection action against you or your offer in compromise was denied and you disagree with that decision, be prepared to clarify and support your position
  • Facts used by the IRS are incorrect, then you should have organized records or other evidence to support your position

In addition to the ordinary appeal process, we offer mediation programs that can more quickly resolve disputed issues.

Appeals isn’t for you if any of the following apply:

  • The correspondence you received from the IRS was a bill and there was no mention of an appeal
  • You didn’t provide all information to support your position to the examiner during the audit
  • Your only concern is that you can’t afford to pay the amount you owe

If you don’t meet the conditions above for having your case enter the Appeals process, contact the IRS employee you have been working with or call for assistance in identifying the correct IRS employee to contact.