Publications and Forms About Your Appeal Rights


Publications


Publication 1, Your Rights As a Taxpayer
Informs taxpayers of their rights, and includes information on the examination process and the collection process. It is included in selected first-contact examination and collection notices.

Publication 5, Your Appeal Rights and How to Prepare a Protest If You Don’t Agree
Provides information on your examination appeal rights and how to prepare a protest if you disagree with the findings of an Internal Revenue Agent in an examination report.

Publication 594, What You Should Know About The IRS Collection Process
Explains the steps the IRS may take to collect overdue taxes. It includes a summary of your rights and responsibilities related to the paying of federal taxes.

Publication 1660, Collection Appeal Rights
Advises taxpayers of their appeal rights concerning the Collection Due Process & Collection Appeal Program. It further explains the collection issues that can be appealed and how to appeal them.

Publication 3498 & 3498A,The Examination Process
These publications explain the audit process from the initiation of the examination through the overview of the collection process, including appeals options.

Publication 4165, An Introduction to Collection Due Process Hearings
Describes the Appeals Mission, Expectations for Appeals and responsibilities of Taxpayers requesting Collection Due Process (CDP) hearings, and what Appeals considers in CDP hearings.

Publication 4167, Appeals – Introduction to Alternative Dispute Resolution
Describes the Fast Track Mediation, Fast Track Settlement and Post-Appeals Mediation programs.

Publication 4227, Overview of the Appeals Process Brochure
Explains the mission, overview, and expectations of the appeal process to the taxpayers.


Forms


Form 656, Offer in Compromise
A Form 656 is used to make an offer to compromise your liability for payment of less than the full amount owed.

Form 843, Claim for Refund and Request for Abatement
A Form 843 is submitted to claim a refund (or abatement) of certain overpaid (or over-assessed) taxes, interest, penalties, and additions to tax.

Form 2751, Proposed Assessment of Trust Fund Recovery Penalty
A Form 2751 is used to show the corporate liability data for a proposed trust fund recovery penalty assessment.

Form 8836, Qualifying Children Residency Statement
A Form 8836 is filed with the IRS to show that you and your qualifying child meet the residency test for the earned income credit (EIC).

Form 9423, Collection Appeal Request
A Form 9423 is used to appeal a collection action. Using this form, you may request an appeal of the following actions: notice of federal tax lien, levy, seizure, or termination of an installment agreement.

Form 12203, Request for Appeals Review
This form can be used to request an Appeals review of a proposed IRS adjustment of $25,000 or less per tax year or period.

Form 12153, Request for a Collection Due Process Hearing
A Form 12153 is used to request a collection due process hearing under IRC 6320 and IRC 6330.

Form 12509, Statement of Disagreement
You can use this form to explain why you disagree with the Internal Revenue Service (IRS) Determination concerning relief from joint and several liability for a joint return under Internal Revenue Code sections 6013(e), 6015(b), 6015(c), or 6015(f) in the letter you received with this form.

About Emil Estafanous, CPA
Emil Estafanous, CPA provides an integrated suite of tax preparation, tax planning, tax advocacy, payroll, QuickBooks mentoring and financial planning services for businesses and individuals.

Comments

39 Responses to “Publications and Forms About Your Appeal Rights”
  1. Szabolcs says:

    Genuine change in 2012!

  2. Got your blog via Yahoo answers, a really good post, thanks.

  3. home says:

    Thanks for your time in advance for your speedy response !. Really nice article.

  4. High-quality article thanks for sharing with us this remarkable info

  5. You made a number of good points there. I did a search on the topic and found a good number of folks will go along with with your blog.

  6. thanks amigo! great post!

  7. Tyvm for the great info! I wouldn’t have gotten this otherwise!

  8. Me too, tyvm for posting this..

  9. Thanks a lot for writing this, it was very helpful and showed me tons

  10. I’ve meant to post something like this on my webpage and you gave me an idea. Thanks.

  11. Tyvm for the helpful post! I wouldn’t have found this otherwise!

  12. Hockessin De says:

    If you could message me with any hints on how you made your blog site look this good, I’d appreciate it.

  13. Is it alright to post some of this on my webpage if I include a link to this website?

  14. When I click your RSS feed it gives me a page of trash, is the issue on my side?

  15. Just thought I would comment and say cool theme, did you make it for yourself? Looks really good!

  16. Kate Alsing says:

    I imagine some auditing is in progress. – The difference between the right word and almost the right word is the difference between lightning and the lightning bug. Mark Twain 1835 1910

  17. I love what you guys are frequently up too. Such clever work and reporting! Keep up the terrific works guys I’ve added you guys to my blogroll.

  18. Çanta says:

    Thanks a lot for posting this, it was very informative and showed me a lot

  19. When I open up your RSS feed it puts up a ton of strange characters, is the deal on my reader?

  20. Thanks for blogging this, it was very helpful and told quite a bit

  21. fitness says:

    TYVM, wonderful job! This was what I needed.

  22. I’m having a little problem I cannot subscribe your rss feed, I’m using google reader by the way.

  23. May I post part of this on my webpage if I post a backlink to this webpage?

  24. Hentai Porn says:

    Just thought I would comment and say great theme, did you design it for yourself? Really looks superb!

  25. Is it okay to put some of this on my site if I include a link to this web page?

  26. rv awnings says:

    I’m having a tiny issue I cannot subscribe your feed, I’m using google reader by the way.

  27. penny stocks says:

    I agree, tyvm for sharing this..

  28. I just added this web site to my favorites. I enjoy reading your posts. Tyvm!

  29. t-shirt says:

    Thanks for posting this, it was very helpful and showed me a ton

  30. Thought I would comment and say neat theme, did you design it on your own? It’s really excellent!

  31. I agree, ty for sharing this..

  32. I’m having a weird issue I can’t subscribe your feed, I’m using google reader fyi.

  33. page says:

    Is it okay to put part of this on my webpage if I post a reference to this website?

  34. justhost says:

    Thought I would comment and say superb theme, did you make it on your own? It’s really awesome!

  35. nipples says:

    Me too, thanks for sharing this..

  36. Just thought I would comment and say awesome theme, did you design it on your own? Really looks awesome!

  37. Pink Friday says:

    Thanks for an idea, you sparked at thought from a concept I hadn’t given thoguht to before . Now lets see if I can do something productive with it.

  38. Tyvm for the great info! I would never have gotten this myself!

Our clients are located throughout Southern California in cities such as Los Angeles, CPA: Whittier, Santa Fe Springs Accounting, Artesia, Cerritos CPA, Bellflower: Tax Preparation, Payroll: Downey, La Palma, Accountant: La Mirada, IRS Representation: Lakewood , Gardena, La Habra, Brea, Rancho Dominguez, Hacienda Heights, Torrance, Diamond Bar, South Bay, Pomona, Carson, Buena Park, La Puente, Orange, Anaheim, Fullerton, Seal Beach, Costa Mesa, Irvine, Garden Grove, Huntington Beach, Santa Ana, Hawthorne, Santa Monica, Montebello, Pico Rivera, Newport Beach, Hollywood, and many more.