IRS Appeals Timeline Overview
  • August 30, 2024
  • admin
  • 0

Dealing with an IRS tax issue can be stressful and confusing. When taxpayers disagree with the IRS’s decision regarding their tax liability, the good news is that they have options on how to get the issue addressed! One avenue is filing an appeal with the IRS Office of Appeals. Navigating the appeals process, however, can raise concerns about timelines and expectations. This blog delves into everything you need to know about the IRS appeals timeline, from filing the appeal form to seeking resolution.

Key Steps in the IRS Appeals Process

The IRS appeals process involves several key steps that are crucial for resolving disputes effectively. Here’s a detailed breakdown:

  • Receiving the IRS Notice: The process begins when you receive a notice from the IRS outlining the issue, such as an audit result or tax assessment. It’s essential to review this notice carefully to understand the specifics of the dispute.
  • Filing an Appeal: If you disagree with the IRS’s decision, you must file an appeal. This involves submitting an IRS appeal form, usually within 30 days of receiving the notice. The form must be completed accurately, providing detailed reasons for your disagreement.
  • Preparing for the Case: Gather all necessary documentation to support your case. This includes financial records, receipts, and any other relevant evidence. Having a clear and organized presentation of your facts can strengthen your position.
  • Submitting Your Appeal: Send your completed IRS appeal letter and supporting documents to the IRS Office of Appeals. Ensure that all information is complete and submitted within the required timeframe to avoid delays.
  • Awaiting a Response: The IRS Office of Appeals will review your case and may contact you for additional information or clarification. This review period can vary, but it’s crucial to respond promptly to any requests from the IRS.

Filing an Appeal: Initial Timelines

Timelines are crucial when filing an IRS appeal. Understanding the initial timelines can make the difference between a successful appeal and missing your opportunity. Here are the key timelines to keep in mind:

  • 30-Day Letter: Upon receiving a notice from the IRS, commonly referred to as a “30-day letter,” you have 30 days to file an appeal. This letter details the IRS’s proposed changes to your tax return and provides instructions on how to appeal if you disagree.
  • Notice of Deficiency (90-Day Letter): If you miss the initial 30-day window, the IRS will send a “Notice of Deficiency,” also known as a “90-day letter.” This letter gives you 90 days to file a petition with the U.S. Tax Court. During this period, you can still file an appeal with the IRS Office of Appeals, but it’s crucial to act quickly.

What to Expect During the Appeals Review

The IRS appeals process entails understanding what occurs during the appeals review. Here’s what you can expect:

  • Review by Appeals Officer: Once your appeal is submitted, an appeals officer will be assigned to review your case. They will examine all relevant documents, including your IRS appeal letter and supporting evidence.
  • Evaluation of Arguments: The appeals officer will carefully evaluate your arguments against the IRS’s position. They will consider the facts, applicable tax laws, and any precedents that may impact the outcome of your case.
  • Opportunity for Clarification: During the review, the appeals officer may reach out to you for clarification or additional information. It’s essential to respond promptly and thoroughly to any requests to ensure your arguments are fully understood.
  • Appeals Conference: Depending on the complexity of your case, you may have the opportunity to participate in an appeals conference. This can be conducted in person, by phone, or through written correspondence. The conference allows you to present your case directly to the appeals officer and address any concerns they may have.
  • Decision Issuance: After a thorough review and consideration of all facts and arguments, the appeals officer will issue a decision. This decision will outline whether your appeal is granted or denied, and if granted, any adjustments to your tax liability or other remedies.
  • Notification of Decision: You will receive written notification of the appeals officer’s decision. It’s crucial to review this notification carefully to understand the next steps, including any further actions required on your part.

Common Delays and How to Avoid Them

The IRS appeals process can encounter delays, but being aware of common issues can help you avoid them. Here are some typical delays and tips to prevent them:

  1. Incomplete Documentation: One of the most common reasons for delays is incomplete or missing documentation. Ensure you gather all necessary paperwork, including financial records, IRS notices, and correspondence, before filing your appeal.
  1. Failure to Respond Promptly: Timely responses to IRS requests for additional information or clarification are crucial. Delays in providing requested documentation can prolong the appeals process. Stay organized and prioritize communication with the IRS appeals officer.
  1. Not Meeting Deadlines: Missing deadlines, such as the 30-day or 90-day appeal period, can forfeit taxpayers’ right to challenge the IRS’s decision. Be aware of all applicable deadlines and submit your appeal and supporting documents on time.
  1. Requesting Extensions Late: If you anticipate needing more time to prepare your case, request an extension as early as possible. Waiting until the last minute can result in unnecessary delays and complications.

Tips for a Successful IRS Appeal

  1. Understand Your Case: Thoroughly review the IRS notice and understand the reasons for the dispute. Identify key facts and gather supporting documentation to strengthen your case.
  1. Follow Procedures Carefully: Adhere to all IRS appeal procedures, including filing deadlines and submission requirements. Use the correct IRS appeal form and provide accurate information to avoid delays.
  1. Present Clear Arguments: Clearly articulate the reasons for disagreeing with the IRS’s decision. Provide factual evidence and legal support to substantiate your claims. Avoid emotional appeals and focus on relevant facts.
  1. Organize Your Documentation: Compile all relevant documents, such as tax returns, receipts, and correspondence, in a logical and organized manner. Label exhibits clearly and reference them in your IRS appeal letter.
  1. Be Responsive and Cooperative: Respond promptly to IRS requests for additional information or clarification. Cooperate with the appeals officer and provide thorough explanations when needed.
  1. Consider Professional Assistance: If your case is complex or involves significant financial implications, consider hiring our IRS appeal lawyer in Fort Worth. They can provide expertise and guidance throughout the appeals process.

How Our Experienced Tax Attorney Can Help?

Dealing with IRS appeals requires expertise and precision to achieve a favorable resolution. At NickNemeth, our experienced tax law attorneys specialize in guiding clients through the complexities of IRS disputes. Whether you’re facing an IRS audit appeal, need assistance with IRS appeal letters, or require representation before the IRS Office of Appeals, we’re here to help. Our team understands the nuances of tax law and works diligently to protect your rights and interests throughout the appeals process. From initial assessment to strategic advocacy, we provide personalized guidance tailored to your unique circumstances. If you need assistance with IRS problems or are awaiting an IRS audit process, call (817) 623-5399 or fill out our contact form.

Please follow and like us:

What Our Clients Have to Say

Brent VahleBrent Vahle
19:13 02 May 24
I called to see if they could help reduce some penalties and fees. The person I spoke with told me it might be counterproductive for them to take my case since their feels would likely equal the amount of penalty/interest abatement. I decided to pass on moving forward but was so happy to hear a legal team, or any business for that matter, who has that much integrity. I feel most others would likely try to take my money anyway. I hope I never have to go through this again, but if I do, I will definitely use the Law Offices of Nick Nemeth!
Jason WinkleJason Winkle
18:44 02 May 24
Jaime Flores was very friendly, professional, and knowledgeable. She gave me some very valuable information which helped guide me with a plan of action. The free consultation is very much appreciated.
Matthew SwigartMatthew Swigart
12:14 02 May 24
Great attorney who was able to provide quick and useful advice. Although my situation did not warrant their services, they still took the time to discuss solutions I could explore. I highly recommend visiting this office!
Tony PantojaTony Pantoja
12:57 09 Apr 24
Very professional and very knowledgeable, Jamie Flores was very straight forward and professional, a firm that doesn’t just take your money, Thanks
Carla AtwalCarla Atwal
10:52 02 Apr 24
Nick was wonderful in guiding me with direction on some tax questions I had. He was concise, and to the point, and was happy to provide general info to me at no charge. I truly appreciate him and would highly recommend him.
Miguel AlvaradoMiguel Alvarado
15:56 25 Mar 24
By far the best attorneys I have ever worked with. They’re are very helpful and supportive from day one. They went above and beyond to make sure all my documents were submitted on time and gave updates as soon as they received them. I cannot name a single flaw in their work. Their team of assistants are very professional and seem to all be on the same page. I’ve made multiple phone calls and sent a ton of emails to their staff and they were able to help me all through the course of the case. I cannot express my gratitude enough for how excellent they handled my case.
Lucy FoyLucy Foy
06:55 19 Jan 24
My first appointment I had with, Tax Attorney Nick Nemeth, gave me such a sense of relief. He listened and gave me his professional advice, Mr Nemeth took my case. I was well kept updated, by phone calls and letters. That really impressed me and gave me so much confidence in them. The case went on for a couple of months. The day I received the call from one of his team members Kyle, informing me that the case was resolved and that I owed absolutely nothing to the IRS, I was overwhelmed with joy. I would recommend this law firm to anyone that needs help, with any tax issue. Thank you, to the Law Firm of Attorney Nick Nemeth and his team.
Bradley RunyonBradley Runyon
20:17 13 Jan 24
I received a tax bill in the mail from the IRS last year in 2023. The fees and penalties I owed were something I myself could not afford. I reached out to Nick Nemeth's firm and received the best experience you could imagine. The team was professional, educational, and fast. If you have a tax issue with the IRS using another firm other than Nick Nemeth's would be an error in judgment. I would recommend their services above others.
Sue HulsemanSue Hulseman
19:55 11 Jan 24
Working with Nick Nemeth and his team to resolve my debt with the IRS was the best decision I could have made. I felt such relief knowing I didn’t have to deal with the IRS myself. They did a wonderful job and were responsive to my questions and kept me abreast of my case. My outcome was exactly what I was hoping for. I strongly recommend using them if you have an issue to resolve with the IRS.
R GR G
20:53 21 Dec 23
I had an incompetent tax preparer, who also ignored several notices from the IRS, which in the end resulted in a lien on my property. I did not know what to do and an attorney friend recommended that I contact the Nick Nemeth Law Offices. I met with Jamie Flores and Ivan Nalbantov in December 2021 for a free consultation, and right away was impressed by their thorough examination of my paperwork and extensive knowledge of IRS tax laws. I felt not pressured and appreciated their advice and in the end decided that I would pursue resolving the issue by myself. I paid the IRS Civil Penalty and, as recommended also submitted a letter to the IRS requesting a refund and explaining what happened. I am glad to report that my persistence finally paid off. My case took two years to resolve and I finally received a full abatement/refund check from the IRS in December 2023. I could not have done this without the straightforward recommendation of Jamie and Ivan; and I highly recommend the Nick Nemeth Law Offices to anyone needing help with the IRS.
Susan WilsonSusan Wilson
03:27 25 Jan 23
I have been very pleased with the solid counsel and guidance that Nick Nemeth has provided me regarding my tax issue. I found him to be honest and straightforward which I appreciated. I was impressed with his relevant experience and knowledge . He has definitely brought me peace of mind during a difficult and stressful time.
Sarah HowardSarah Howard
03:44 14 Nov 22
I would like to thank Mr. Nick and his staff for the superb help that I received from them. My IRS problem was resolved quickly and efficiently. It took 2 visits to convince me that I was over my head. I thought that I could call the IRS, appeal my tax notices and settle on a payment plan on my own. After many phone calls to the IRS, waiting sometimes more than 4 hours with no resolution to speak of, it proved to be extremely difficult and stressful. Revisiting Mr. Nick was a huge wake up call. My account was reviewed, and a payment plan was established with the IRS within a week. I will be forever grateful to the staff who worked on my case and especially to Lorna who listened to me vent while going through this painful process.
M WM W
00:33 07 Aug 22
I cannot say enough good things about Nick and his team. When I first met with Nick he was up front, honest, friendly and efficient. When I worked with one of his attorneys, Eric B, I was just as pleased. All of the staff there are nice and very helpful. I wish I hadn't waited so long to get help with my issue. Over 6yrs I tried getting through and getting anywhere with the IRS and hardly made any progress. I know this may not be the case for all, and even I thought it would take longer than it did, but 3mos and they had my situation straightened out. I still can't believe it. Thank you thank you THANK YOU for all that you did for me. This is a huge burden gone out of my life now thanks to you. If anyone needs help out there, I know you may not want to shell out more money to get their help but it may just save you in the long run.
Spoilly GirlSpoilly Girl
23:49 03 Aug 22
The Nemeth Law team is exceptional. They treat their clients like a family member who is in crisis. They want you to get the best possible outcome. I really appreciate everything that they did for me. Jake and Ashley had the greatest role in my case and it all turned out for the best for me. Thank you Nick and team for easing my fears and getting me through the long process. I'm truly grateful.
Eddie WaltEddie Walt
19:44 12 Jul 22
During a time in which competent, professional service at a fair price seems to have disappeared, Mr. Nemeth and his team are a refreshing breath of fresh air.From my first phone call to the final settlement of our case with a non-responsive IRS, they under-promised, over-delivered and were in constant courteous contact to make sure we knew exactly what was happening and where we stood.I hope to never need their services again, but, should I receive another friendly letter from the IRS...I know who to call!
js_loader
Quick Inquiry

    captcha

    Enter the text you see above