Tax Appeals and Tax Court Petitions
Refund Claims – IRS Form 843 can be used to request refund of overpayments, and abatement of penalties and associated interest under the right circumstances. If you believe that you may be entitled to a refund from the Internal Revenue Service, please contact our office to schedule a consultation to discuss the potential merits of your claim.
Collection Appeal Process – If the IRS has taken, or threatens to take, a collection action against you, such as the filing of a tax lien or tax levy, it may be appropriate to file a collection appeal. Please contact our office to schedule a consultation to discuss if a collection appeal may benefit you.
Collection Due Process – If you believe that the IRS has violated your right to due process, a collection due process appeal may be a benefit to you. Due process appeals are generally warranted when you have been trying to resolve your tax liability with the IRS but they have taken collection action against you, such as filing a tax lien or tax levy, without responding to your reasonable request to resolve your liability. It may also be appropriate if the IRS has taken collection action against you without your receiving notice of their intention to do so.
Be aware that inappropriately filing a collection due process appeal could have negative implications for your tax situation. Please contact our office to schedule a consultation to see if a collection due process appeal is appropriate for you.
Tax Court Petitions – Attorney Todd D. Rothlisberger is admitted to the United States Tax Court, the U.S. District Court for the Eastern District of Virginia and the United States Supreme Court. If you have received a Notice of Deficiency from the Internal Revenue Service, it may be necessary for you to file a petition with the United States Tax Court in order to protect your ability to challenge the IRS. We have the experience to determine when seeking such relief is appropriate, and to assist you in completing the process. Please contact our office to schedule a consultation to determine if a tax court petition is appropriate for you.