Webinar

Surgent's Navigating Your Client Through the IRS Appeals Process

---

Despite the fact that a client's tax matter may be taken directly to court, utilizing the IRS Independent Office of Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of navigating through the complex IRS Appeals.

Major subjects

• 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

Learning objectives

• 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

Who should take this program?

• Accounting and financial professionals who wish to represent clients with a tax matter in disagreement

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $159.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

---

Related programs

Sept. 10, 2026 | Surgent's IRS Tax Examinations and Hot Issues | Webinar

Sept. 10, 2026 | Navigating IRS Correspondence: Responding to IRS Letters | Webinar

Sept. 10, 2026 | IRS Cybersecurity Checklist | Webinar

Sept. 11, 2026 | Al Capone to Cybercrime: The Journey of IRS Special Agents | Webinar

Sept. 11, 2026 | Unlocking the Value: IRS Tax Credits for Businesses and Individuals | Webinar

---

Related products

Al Capone to Cybercrime: The Journey of IRS Special Agents | Self-Study (On-Demand)

CFO Solutions to IRS Problems | Self-Study (On-Demand)

Erase the Mark: Best Practices in Penalty Abatement | Self-Study (On-Demand)

IRS Penalties and Abatements | Self-Study (On-Demand)

Navigating IRS Authorizations: Form 2848 and Form 8821 | Self-Study (On-Demand)

---