Process & Steps

The Process and Steps Associated with a Successful IRS Tax Appeal

If you allow them, the IRS will put you into a tight spot. It is not the responsibility of the IRS to tell you what your rights are. However, if the IRS rules something that you do not agree with, you are able to appeal the IRS ruling. The first thing you need to do, however, if do the necessary research to understand what tactics will assist you in winning your appeal against the IRS.


It is always in your benefit to file an appeal. Even if it does not go through, it is does not cost anything to try, especially if you are having IRS troubles. During the appeal process, all collection efforts are suspended. It can buy you some much needed time to determine what your next steps will be, whether you choose to work on the appeal by yourself or you hire a professional tax specialist.


Steps to follow when trying to appeal the IRS tax ruling

The initial step you need to take to start the appeal procedure is to write an official letter of protest. When the total tax debt is low, this process is easy. However, if you have a much larger tax debt owed to the IRS, you will be required to show more documentation in your letter of protest. The letter must state clearly that you are not in agreement with the ruling of the IRS, and the basis for your disagreement. You must be completely detailed in your letter. It is advantageous to provide them with all the verified data and documents you have at your disposal.


The next step includes requesting from the IRS a duplicate of the auditor’s file. Under the Freedom of Information Act, you have the ability to ask for a duplicate of the file for your own personal use. This file can be useful in discovering information that will assist in your understanding of the decisions the IRS made in your case. Another beneficial reason to request the file is because it gives you additional time to locate the professional assistance of a tax specialist.


The final step you need to take is to send all your information to the IRS via certified mail. It is tremendously imperative to make copies of everything you send and document all letters that you send to the IRS. These documents need to be stored in a safe location that can be accessed when necessary.


Though you do have the ability to appeal an IRS ruling, it can be difficult and often, the chances of a successful appeal are rare. In a majority of cases, however, you will not have your appeal granted no matter the amount of research you try to do. To increase your possibility of having a successful appeal, it is beneficial to hire professional tax experts and get their assistance.

Which is the best strategy for you? Find out now.

By using our service and providing your personal contact information, you agree that, any of its affiliates and any company you are matched with may contact you by any method of communication, including by telephone even if you are on a federal or state Do Not Call registry. This site is a free matching service intended to provide a variety of options and information, and is not responsible for any service/information provided by any third party provider. Debt relief/reduction assumes, amongst other things, successful completion of a program designed to help save funds to eventually satisfy unsecured debts, typically through negotiation and payment. Debt settlement programs involve risk and there is no guarantee that any creditor will settle. Program fees and results vary, and programs are not available in all states. This site does not provide tax or legal advice. The Federal Trade Commission publishes articles at that you are encouraged to read. Use of this site is subject to our Terms of Use and Privacy Policy. See program terms for important disclosures.