If you disagree with an IRS decision, you may not have to accept it or go straight to court. Many disputes can be reviewed by the IRS Independent Office of Appeals, which is separate from the people who made the original decision.

What can be appealed

Depending on the situation, you may be able to appeal the results of an audit, penalties, a rejected offer in compromise, a rejected installment agreement or certain collection actions.

Watch your deadlines

The letter you receive should explain your appeal rights and the deadline. If you miss it, you may lose some of your options, so read every notice carefully.

How to prepare

• Explain clearly what you disagree with and why
• Gather documents that support your position
• Provide a timeline of important events
• Be ready to talk about a reasonable resolution

Consider representation

With a signed Form 2848, an authorized representative can deal with the IRS on your behalf and help you organize your case.

Other options

Mediation may be available in some cases, and a tax court petition may be an option in others. Each has its own requirements and deadlines, so it is best to get advice early.

Have questions about your situation? Tax rules change and every situation is different, so please talk with a professional before acting on general information. Call Fajardo & Associates at 407-720-7220 to make an appointment.