Case Resolution

LITPS Features Both NYS & IRS Case Resolution
Throughout the Symposium

 

IRS Case Resolution*

As part of the IRS’ continuing effort to provide top quality service to taxpayers and their representatives, the Symposium will include a “Practitioner Case Resolution” Program. This program will provide an opportunity to work with IRS representatives from Automated Collection Systems (ACS), Practitioner Priority Service (PPS) Automated Underreporting Program (AUR) and Taxpayer Advocate Service (TAS) on unassigned tax account issues.
 

Authorized representatives are invited to pre-register one case. Under revised procedures this year, IRS service representatives will provide assistance via dedicated phone lines directly from the Brookhaven Campus. If the case cannot be resolved during the direct contacts, it will be monitored and assigned to an appropriate IRS expert for follow-up to resolution as appropriate. Pre-registration is strongly recommended to facilitate the smooth flow of these new procedures.
 

To expedite this process, please ensure the following actions have been completed:

  • A signed original or copy of your Power of Attorney (Form 2848) is required to authorize IRS disclosure of confidential tax information;
  • Complete the attached “Practitioner Case Resolution Sheet” in its entirety and have it ready for review during your Case Resolution appointment.

IRS Case Resolution Intake Sheet

 

IRS representative will scheduled 30-minute increment appointments on site beginning on Wednesday, November 16, 2016. No appointments will be scheduled during the lunchtime sessions.

 

*Subject to change


NYS Case Resolution

Bring your toughest case to the New York State Practitioner Case Resolution Room. Representatives from the Audit Division, Collections and Civil Enforcement, and Business Tax Resolution Center with specialized experience will be available to meet one-on-one with a practitioner to discuss a client’s tax case. Appointments are encouraged. By making an appointment and submitting the intake form (below), you can ensure that the Department representative will be equipped to discuss the case in some detail and work with you toward a resolution. If the case cannot be resolved on the spot or requires further research, it will be monitored and assigned to an appropriate NYS tax expert for follow-up.

The intake form below must be completed and submitted by November 10, 2016. Please email completed form to mwisa.chisunka@tax.ny.gov.

NYS Intake Form CO-1 (9-16)