John Dillard is an author and Certified Public Accountant. To See how he takes Christ along with him to work visit www.HisCPA.com
February 19th, 2011 09:26 AM ET

Atlanta CPA: Addressing Appeal Rights for Deliquent Taxes/Taxpayers

Atlanta CPA: Addressing Appeal Rights for Deliquent Taxes/Taxpayers 

We are pleased to offer your enterprise a unique "Virtual" Chief Financial Officer, line of services. As CPA and "Virtual" CFO, your business' success is nearly assured through assistance that will help you avoid those costly mistakes that often stop a new enterprise dead in its tracks. As a CPA we are also legally licenses to represent you before the IRS in addressing IRS tax problems and their resolution. The below is a sample letter we might send to the IRS to address an Offer of Compromise and to Appeal to the IRS Offer Appeals Office the initial agents decision. At His CPA PC, we seek to know when do what and to bring Biblical wisdom and Technical Tax Knowledge to the forefront:

Keep up with current financial and accounting news in John Dillard's Blog: Accounting News and Notes at http://www.hiscpa.com/blog/  Take a few minutes to browse the information contained on this web site to see just what a qualified, highly respected CPA can do for your company.

Internal Revenue Service

IRS Appeals Office

Atlanta GA

Re: Appeal of Offer in Compromise

I am writing you in a good faith attempt to come to terms over the above taxpayers' present predicament with the IRS, get their returns filed, and to address their tax issues and to process their Offer in Compromise. I am willing/eager to supply you with any information that you might need in order to process their file.

Enclosed please find:

Your Letter dated 2-20-11

IRS Form 13711/Request for Appeal of Offer in Compromise

I am writing to appeal your initial findings that they do not have a process-able offer and I am appealing that decision. To wit:

1. My name is John C. Dillard CPA of His CPA PC. My phone number is 770 814 9304.

2. I would like to appeal the IRS findings to the Appeals Office.

3. I have enclosed a copy of your 2-20-11 letter.

4. The tax years in question are the taxpayers individual tax returns for the 2008 and 2009 tax years, while noting that their 2010 tax return has been both timely filed and timely paid, indicating their desire, willingness and commitment to remain current on their present filings.

5, 6, & 7. Per your letter we are following your written instructions and wish to Appeal Your Initial Decision Surrounding your Denial of their Offer in Compromise for the following reasons:

The gross wages for the taxpayer for the 2010 tax year was $60,000 which is $5.000 monthly and is further documented by the filing of their personal return (copy enclosed). Please correct the gross income you listed on the Offer Calculation Determination to $5000.

If you were to incorporate the issues attached and the attendant calculation into their Offer Calculation Determination it would be updated as follows. Please note that numbers without any explanation beside them are per your original calculations:

1. I, John Dillard have submitted the protest and accompanying documents.

2. I personally know that the facts stated in the protest and accompanying documents are true and correct.

I look forward to working with you to process the appeal of their Offer in Compromise and I believe that the $15,000 Offer Amount should be processed as per the calculations previously forwarded.

I appreciate your attention to this matter and look forward to working with you to close their file.

Sincerely, John C. Dillard, CPA, PC, Partner in Charge

The above is a sample letter only. It is never wise to address important IRS tax issues without the services of a CPA who is well experienced in such matters.

Atlanta CPA on Using Offers in Compromise & IRS Representation

Need Help With Your Atlanta Back Taxes, Tax Problems or an Offer in Compromise?http://www.youtube.com/watch?v=bPjPAnGVzZw

http://www.youtube.com/watch?v=friIW_yjQcE

His CPA PC...A Christian CPA Firm: Never Underestimate the Long Term Benefits Serving as a Metro Atlanta CPA for Decades www.HisCPA.com

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About this blog
John Dillard, an author and Certified Public Accountant, serves HIM by serving you with his expertise in this blog... one tax return at a time!