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Phoenix Attorney for IRS Audit Appeals

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    Are you dissatisfied with the outcome of an IRS audit or facing IRS collection actions? Suppose you disagree with the IRS tax audit’s conclusion and subsequent recommendations. In that case, you should know you have the right to an appeal and can have our experienced dual-licensed Phoenix IRS Appeals Attorney and CPAs at the Tax Law Offices of David W. Klasing represent you. IRS Appeals are available based on financial disagreement only, and we will help you identify which statutes and precedents best substantiate your specific disputes. If you’re dealing with an IRS tax audit, challenging a tax assessment, or seeking relief from IRS collection actions, our meticulous approach ensures you’re well-prepared for every step of the appeals process. From handling trust fund recovery penalties to disallowed business expenses, we will ardently fight for you, keeping you informed throughout the process.

    Note:

    Once the IRS sends you a 90-day letter, also known as a Notice of Deficiency, they can have the law wrong, the facts wrong, have treated you unfairly and trampled your taxpayer rights in the process, you only have one available action to stop them, file a tax court petition or the amount at issue becomes legally collectible.  They win, you lose if it takes you longer than 90 days to do so….

    Our promise to you is that we will not take your case if we do not think the law and facts are on your side such that you will be benefited by the litigation as defined by the amount at issue at least being reduced by the cost of litigation.

    We have reduced millions of dollars at issue to less than $50,000 owed on multiple occasions.

    We have never lost in tax court.  We never place our need to make a living above your needs for a fair resolution of your tax issue!  Don’t take our word for it…  See our testimonials!

    How Can Phoenix Taxpayers Respond to IRS Audit Findings and Appeals?

    When the auditing process concludes, the IRS will send you a notification letter explaining its findings and any changes proposed to bring you back into tax compliance. If you agree with these changes, you can simply pay the amount you have been assessed, sign an agreement form, and wash your hands of the matter. However, if you disagree with the audit’s conclusion and subsequent IRS recommendations, you should know that you have the right to appeal and have experienced IRS appeals representation.

    Unfortunately, the appeals process can become very complex, and sometimes, it can even necessitate costly litigation in federal tax court. Working with an experienced attorney-CPA can help maximize your chances of making a successful appeal while resolving your tax liabilities as efficiently and cost-effectively as possible. Your representative can assist you in preparing the strongest protest letter possible and help negotiate a favorable compromise on your behalf.

    Remember, over 80% of disputes between taxpayers and the IRS that could lead to federal tax litigation are settled during appeals. Therefore, it is imperative to engage a tax professional who understands the ins and outs of the Appeals Office. At The Tax Law Offices of David W. Klasing, our knowledgeable team includes both accountants and attorneys, so you can feel confident you’re supported by nearly three decades of legal and financial experience throughout the IRS Appeals process.  To arrange a reduced-rate initial consultation with a Phoenix dual-licensed IRS Appeals Attorney and CPA, call us at (602) 975-0296  or click here to arrange a reduced rate initial consultation.

    What is the Process for Contesting IRS Audit Results in Phoenix?

    When contesting the results of an audit, the taxpayer must file a written protest.

    Basis for Appeals:

    • Appeals are available based on financial disagreement only;
    • Disputes cannot be pursued on moral, religious, political, constitutional, conscientious, or similar grounds.

    Requesting an Appeals Conference:

    • You must file a formal written protest after receiving Letter 525.
    • This letter contains information and lists IRS publications on how to file an appeal/protest;File your protest within 30 days from the date of this letter to appeal the proposed adjustments with the Office of Appeals.

    Content of the Formal Written Protest:

    • Statement of Intent: A statement that the taxpayer wishes to appeal the findings of the IRS to the Appeals office;
    • Taxpayer Information: The taxpayer’s name, address, and daytime telephone number;
    • Reference to IRS Correspondence: A copy of the letter showing the proposed changes and findings that the taxpayer disagrees with or the date and symbols from the letter;
    • List of Disagreements: A list of the changes that the taxpayer disagrees with and the reasons for disagreement;
    • Tax Periods Involved: Specify the tax periods involved;
    • Statement of Facts: A statement of facts supporting the taxpayer’s position;
    • Legal Basis: A statement of the law or other authorities that are relied upon.
    • The taxpayer must swear to the statement of facts under penalties of perjury. The following declaration may be used:

    “Under penalties of perjury, I declare that I have examined the statement of facts stated in this protest and in any accompanying documents, and to the best of my knowledge and belief, they are true, correct, and complete.”

    What is the Function of the Protest?

    The function of the protest is to counter the revenue agent’s report and to show that the IRS’s litigation of an issue is either inappropriate or hazardous. The detailed factual statement and legal arguments should indicate when the revenue agent has failed to set out the facts accurately or has failed to consider necessary facts.

    What Supporting Documents Are Needed?

    Where necessary, the factual statements should be supported by documents, affidavits, or statements of potential witnesses. To be effective, the attachments must demonstrate to the Appeals officer that the representative has a firm grasp of the facts and the law at issue and, if necessary, is ready to proceed to trial. To the taxpayer’s advantage, the attachments do not have to conform to the rules of evidence at this stage of the appeals process.

    How Can I Avoid Including Unnecessary Information in My Protest?

    Unnecessary information within the protest may be harmful if it raises issues that the examining revenue agent did not initially consider. The representative should not, therefore, make a haphazard submission of documents but should carefully review each document before submitting it. In some instances, the representative may wish to use excerpts rather than an entire document, such as from minutes of a board of directors.

    Why is a Properly Filed Protest Important?

    Suppose a protest fails to establish the taxpayer’s position, lacks substantive detail, or is seriously deficient. In that case, the appeals office may return the case to the IRS office of examinations where the case originated for redetermination of disputed items or with a recommendation to proceed to assessment to make the amounts owed permanent.

    These potential procedural pitfalls are another great reason to engage the Tax Law Offices of David W. Klasing to file your appeal. Our Phoenix dual-licensed IRS Appeals Attorneys and CPAs can help you identify which statutes and precedents best substantiate your specific disagreements.

    Small Case Request:

    • If the amount you wish to appeal totals $25,000 or less, you may file a Small Case Request by submitting Form 12203 instead of requesting a conference.
    • Note that Employee Plans, Exempt Organizations, Partnerships, and S-Corporations cannot file a Small Case Request.

    Once your request is received by your appeals officer they will weigh the hazards of litigation in deciding to potential settle the case. Many cases can be resolved at this stage of the process. The IRS reports that the Office of Appeals annually helps over 100,000 taxpayers resolve their tax disputes without going to the Tax Court.

    Additional Steps if No Agreement is Reached:

    • There are additional steps if a mutually acceptable resolution is not reached through a conference with your examiner’s supervisor;
    • If a closing conference fails to yield an agreement, you may then petition the U.S. Tax Court within 90 days of being issued a 90-day letter or Notice of Deficiency (Letter 531);
    • There is a processing fee associated with filing the petition.

    Choose the Tax Law Offices of David W. Klasing for IRS Appeal Representation

    If you find yourself at odds with the results of an IRS tax audit or facing IRS collection actions, our experienced dual-licensed Phoenix IRS Appeal Attorneys and CPAs at the Tax Law Offices of David W. Klasing are at your disposal. We will help maximize your chances of making a successful appeal while resolving your federal tax liabilities as efficiently and cost-effectively as possible. We will also assist you in preparing the most vigorous tax court petition possible and will do our utmost to negotiate a favorable compromise on your behalf. At our helm is David W. Klasing, a former auditor with nearly three decades of experience in public accounting. With his expertise in both tax law and accounting, we provide strategic insight to help you make informed decisions regarding your tax appeal. Whether you need to appeal the IRS’s entire decision or specific rulings, we will educate you about your options and guide you toward a favorable resolution.

    We Provide Comprehensive IRS Appeal Services

    We can assist you in appealing IRS tax audits of federal tax returns or other IRS decisions involving various tax matters. Our services cover income taxes, payroll taxes, corporate taxes, estate and gift taxes, excise taxes, and property taxes. We also provide support for specific issues such as failure to respond to a notice of deficiency within 90 days, filing a Small Case Request, and appealing IRS collection actions. Additionally, we help with installment agreements, levies, liens, and offers in compromise. Our comprehensive approach ensures that every aspect of your federal tax appeal is handled with the utmost expertise and dedication.

    Our assertive, seasoned, and knowledgeable Phoenix Tax Attorneys & CPA can make an enormous difference in your settlement offer after the appeals process. The IRS wishes to avoid litigation as much as you because of the time, expense, and risk of an unfavorable outcome. When the IRS loses a case, a precedent is set that could cost the government revenue for years. Having us on your side during the appeals process will increase the hazards of litigation perceived by the IRS. To avoid such perceived hazards, Appeals Officers are motivated to settle these matters and avoid the courtroom altogether.

    We will ensure you are well-prepared before meeting with the Office of Appeals. Our seasoned attorneys will assist you in collecting and organizing your documents, books and records, researching and documenting the necessary tax law to defend the positions under attack, aggressively present your case to the IRS Appeals Officer, and zealously negotiate advantages settlement terms where possible. Over the years, we have successfully defended many individuals, corporations, partnerships, trusts, and estates who found themselves in the line of fire of the IRS.

    Convenient Legal and Tax Services Now Available in Phoenix, AZ

    David’s proven proficiency is now available in Phoenix, Arizona, at our appointment-only satellite office, providing both legal and tax services in one place—at a single hourly billing rate. We have just introduced a flexible scheduling option where our clients can reserve a four-hour slot at any of our satellite locations, and David W. Klasing, an instrument-rated private pilot, will travel in the firm’s fast and efficient Cirrus SR22 to any of our satellite offices to meet with you personally. We have designed this service to benefit our clients, with no additional travel expenses added to your bill. Call us at (602) 975-0296 or complete our online contact form today.

    Our Phoenix Office is Conveniently Located at:

    20 E Thomas Rd Suite 2200,

    Phoenix, AZ 85012

    (602) 975-0296

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    Representing Clients from U.S. and International Locations Regarding Federal and California Tax Issues

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    Main Office

    Orange County
    2601 Main St. Penthouse Suite
    Irvine, CA 92614
    (949) 681-3502

    Our headquarters is located in Irvine, CA. Our beautiful 19,700 office space is staffed full-time and always available for our clients to meet with our highly qualified and experienced staff of Attorneys, Certified Public Accountants and Enrolled Agents. We also offer virtual consultations and can travel to meet with clients in one of our satellite offices.

    Outside of our 4 hour initial consultation option, we do not charge travel time or travel expenses when traveling to one of our Satellite offices, or surrounding business districts, where it is necessary to meet personally with taxing authority personnel, make court appearances, or any in person meeting deemed necessary for the effective representation of a client. To make this as flexible, efficient, and convenient as possible, David W. Klasing is an Instrument Rated Private Pilot and Utilizes the Firms Cirrus SR22 to service client’s in California and in the Southwest by air. Offices outside these areas are serviced via commercial jet airlines. None of these costs are charged to our clients.

    Satellite Offices

    California
    (310) 492-5583
    (760) 338-7035
    (916) 290-6625
    (415) 287-6568
    (909) 991-7557
    (619) 780-2538
    (661) 432-1480
    (818) 935-6098
    (805) 200-4053
    (510) 764-1020
    (408) 643-0573
    (760) 338-7035
    Arizona
    (602) 975-0296
    New Mexico
    (505) 206-5308
    New York
    (332) 224-8515
    Texas
    (512) 828-6646
    Washington, DC
    (202) 918-9329
    Nevada
    (702) 997-6465
    Florida
    (786) 999-8406
    Utah
    (385) 501-5934