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How the appeals process ordinarily concludes?

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    The appeals conference ordinarily concludes with a mutually agreed settlement negotiation that takes place face to face with the Appeals Officer on the spot. The Appeals Officer then proceeds to write up the terms negotiated on IRS Form 870, Consent to Proposed Tax Adjustment. It can often take several months before this documents is received in the mail by the taxpayer.

    Once you sign IRS Form 870, you agree to pay the amount of the settlement and are prohibited from subsequently challenging the included settlement terms in Court. If you feel the Form 870 was prepared in error in that it does not contain the terms you agreed to, don’t sign it. You can then proceed to litigate the issue if need be in Tax Court.


    Appeals will consider any reason you have for disagreeing, except for moral, religious, political, constitutional, conscientious objection, or similar grounds. Our goal is to provide a forum for us to work together to resolve the tax dispute.

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    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.

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