Surgent's Navigating Your Client Through the IRS Appeals Process

Course Details


Wednesday, July 10, 2024

7:00am – 10:30am (Registration: 10:02am)



Field of Study


CPE Credit

4 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Experience in preparing individual and business tax returns


Despite the fact that a client's tax 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 of going to IRS Appeals.


  • Preparing a valid Appeals Protest for 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
  • Preparing and submitting a Tax Court petition to preserve a client’s rights


  • Recognize how to craft the appeal protest 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
  • Understand how to prepare and submit a Tax Court petition

Designed For

Accounting and Financial Professionals who wish to represent clients with a tax matter in disagreement

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