Making Your Client More Appealing: Taking the Client’s Case to Appeals (Completed)

Whether by examination or through the collection process, there are times your client will need to seek an independent review of their case to get it resolved. This program will cover how the Independent office of Appeals operates, how clients can take their cases there to be considered, and how best to line up your client’s case to give them the best opportunity to resolve the tax debt.

Topics Covered

• How the Independent office of Appeals operates
• How clients can take their cases there to be considered
• How best to line up your client's case to give them the best opportunity to resolve the tax debt.

Learning Objectives

• Identify the various forms of collection appeals
• Recognize how to explain the role of tax compliance in the appeal
• Identify how cases can get to appeals
• Describe when each type of appeal is appropriate for your taxpayer's case

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None