Video: Administrative Appeals Process

In this lesson, explore the ins and outs of the administrative appeals process with Nick Palazzolo, CPA. Nick breaks down each step taxpayers can take when they disagree with an IRS agent's audit findings. From understanding the issuance of the 30-day preliminary notice to navigating the specifics of the appeals conference, Nick lays out the inner workings of engaging with the IRS Office of Appeals—an independent organization dedicated to resolving tax disputes. Find out what it takes to present a convincing case, the potential for reaching a resolution without litigation, and what happens if an agreement can't be made, leading to the issuance of the dreaded 90-day notice of deficiency. Dive into the logistics of disputing taxes and the importance of proactive measures during these critical periods to avoid the commencement of collection efforts by the IRS.