How to Fight a Bad IRS Tax Assessment | Amazed Woman Reading Letter | Dale S. Goldberg, CPA 

The IRS Says You Owe Them Money

Sometimes their numbers don’t agree with your numbers.

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    Written Notice and Demand For Payment

    The IRS doesn’t just accept the numbers you file with your tax return. They check, double-check and cross-check every number with a variety of third-party sources and then they decide how much money you owe them. When their numbers disagree with yours, you will receive a written notice and demand for payment.

    It’s not an uncommon situation and the IRS isn’t always right. They make mistakes like everyone else. When the IRS’s numbers disagree with your own and you can prove it, it is called an incorrect IRS tax assessment. And you can fight it.

    What You Should Do

    Read all the correspondence you receive from the IRS and check their numbers. If an error has been made, it could be they are missing information or have received incorrect or incomplete information. If that’s the case, you can initiate an appeal. Remember that while you must file an income tax return, you have the right to pay no more than you owe.

    The appeal process starts with the submission of one or more forms to the IRS. It is best to work with a tax professional on this. He or she will ensure the correct forms are used, your claim is complete and accurate and prepare the most airtight appeal.

    Whatever you do, do NOT ignore the IRS correspondence. If you do not pay or appeal, you can expect additional bills and eventually to be part of a formal collection procedure. You will also effectively be waiving your right to an appeal. If you want or need help, our experienced CPAs will review your situation and assist you in pulling together whatever forms and documentation are needed.

    Get relief. Contact us or give us a call 215-342-4200. We can help.

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