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 IRS Case Resolution Room for Practitioners. This room will provide an opportunity to work with IRS representatives from the Taxpayer Advocate Office on unassigned tax account issues. The Taxpayer Advocate Service will be available on Wednesday Nov 14th & Thursday Nov 15th at the symposium from 8am thru 4pm.
 

Authorized representatives are invited to make appointments for 1 case. Pre-registration is also available and strongly recommended to facilitate the smooth flow of these new procedures. Pre-registration will be open until November 9, 2018. Please complete the attached Form and include the Form 2848. Please ensure you leave a phone number or email address for the IRS to confirm your appointment selection. You can fax the intake form and Form 2848 to 855-818-5701 attention: Valerie Sparks. Please hold on to any documentation pertaining to case until you meet for your appointment. We will not be accepting pre-registration after November 9, 2018. Appointments will be available on 1st come 1st come basis during Symposium hours for those 2 days. Appointments will not be held during the required Plenary sessions.
 

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 to set-up an appointment at the event.

IRS Case Resolution Intake Sheet

 

IRS representative will scheduled 30-minute increment appointments on site beginning on Wednesday, November 14, 2018 at 7:45am. No appointments will be scheduled from 12:00pm-1:00pm for lunch.

 

*Subject to change


NYS Tax Department Case Resolution

Representatives from the Audit Division and Collections and Civil Enforcement Division with specialized experience will be available to meet one-on-one with tax practitioners to discuss individual client tax cases and assist with resolution. You must have a Power Attorney filed with the Department authorizing disclosure of confidential client tax information. If the case cannot be resolved at the Symposium and requires further research, it will be assigned to an appropriate New York State Tax Department expert for follow-up.