How to File an Appeal with the IRS Office of Appeals in Burbank

Understanding the IRS Office of Appeals

Filing a tax return can feel daunting, and when you receive a notice from the IRS indicating that you owe additional taxes or that your return has been adjusted, it can be stressful. Whether you're a resident in Burbank, CA or a business owner in nearby areas such as Toluca Lake or Glendale, knowing how to effectively file an appeal with the IRS Office of Appeals is crucial. This article will guide you through the necessary steps and considerations, ensuring you understand your rights and options.

Why You Might Consider an Appeal

An appeal may be necessary if you disagree with:

• A tax audit finding.
• A determination on a tax return.
• Any adjustment made to your tax by the IRS.

Before diving into the appeal process, consider reaching out to a local CPA, such as Calculus Tax, who can assess your situation and provide tailored advice.

Steps to File an Appeal with the IRS Office of Appeals

1. Understand the Notice and Timelines

First, thoroughly read the notice you received from the IRS. It should contain:

• The original tax return details.
• The IRS’s findings or adjustments.
• Instructions on how to file an appeal.

Make sure you pay attention to the deadlines specified in the notice. Typically, you have 30 days from the date the notice was issued to begin the appeal process.

2. Prepare Your Information

Gather all relevant documentation, including:

• Original tax return and any supporting documents.
• Correspondence from the IRS.
• Any new evidence that supports your case.

3. Fill Out the Appropriate Form

To formally file an appeal, you'll need to submit Form 9423, Request for Appeals Review. This form should be filled out completely, providing as much detail as possible about why you disagree with the IRS’s findings.

4. Write a Clear and Concise Statement of Disagreement

Include a written statement that:

• Clearly outlines all points of contention.
• Supports your arguments with facts and documentation.
• States relevant IRS codes or regulations, possibly citing IRS Publication 5.