IRS Problems, Tax Problems, Tax Accountants, IRS Tax Attorneys, Tax Relief Help CPA, In Houston, Texas.
“Solving IRS problems has been my life’s work. After 30 years and 1,000’s of successful tax cases I can safely say, “I know the IRS Business like the back of my hand”. How would you like to never worry about the IRS again? Let my past knowledge and experience work for you”
– Joe Mastriano, CPA
Joe is a member of the Sugar Land Rotary, who’s mission includes promoting integrity, fellowship, and good will.
Reasons Offers Are Rejected and filing Offer Appeals!
Offer in Compromise Appeals – People fail to understand that an offer is up to the discretion of the IRS. They do not have to accept your offer. Some regions only allow an appeal of asset valuations. Others will let you appeal the income and expense portion. You would have to be crazy to attempt this on your own. You will more than likely overpay. Knowledge and experience is king! We may be able to negotiate a settlement by reopening the offer and avoiding appeals.
Did the offer in compromise division reject your offer? Did they lose it on grounds that you believe are unfair? Was the offer rejection based on not providing receipts?
Most of the time an offer can be re-filed. This corrects a misunderstanding concerning an incorrect rejection by the IRS offer in compromise division.
When the offer division refuses to accept your receipts or evaluation of assets, etc., then an appeal may be necessary. You have to remember that IRS considers an offer a “favor” to taxpayers, not an “entitlement”. Convincing the offer in compromise appeal officer to your way of thinking won’t be easy. You have 30 days from the date of the official rejection letter to file an appeal.
IRS Request For An Offer In Compromise Appeal
Offer Appeal Form 13711
File this form or a separate letter requesting your appeal. I have had mixed, but mostly positive, experiences with offer appeals. I’ve found that it is best to resolve issues as they come up, so appeals are unnecessary. Different areas have different rules. I’ve found it hard in Houston to appeal non-valuation (of assets) issues. In New York they seem to except non-valuation (of assets) issues for appeal and are willing to sway the offer division to their way of thinking.
For more information see IRS Appeals or contact us. Free Evaluation
If you are considering hiring us, call Joe Mastriano, CPA 713-774-4467.