Case Resolution

LITPS Features Both NYS & IRS Case Resolution
Throughout the Symposium

 

IRS Case Resolution*

Representatives from the Taxpayer Advocate will be available on Wednesday 11/20 and Thursday 11/21, in the IRS Practitioner Case Resolution Room to assist practitioners with their most difficult case.  Registered Symposium attendees will be allowed one appt. only. Appointments must be scheduled in advance; scheduling will begin on Wednesday at 8am. Each practitioner will sit with their Interviewer for up to 30 minutes.There will be limited number of slots open so you must register early to ensure an appointment. Appointments will not be scheduled during designated lunch sessions. Practitioners must have the intake form completed (see link below) with a copy of the valid Form 2848 in order to schedule an appointment (No Exceptions). Below is the intake form that the Practitioner can complete beforehand to expedite their appointment. (Form’s will be available at Symposium)
 

Appointment Times

  • Wednesday: 9:00 am - 3:30 pm
  • Thursday: 8:00 am - 3:30 pm

 
In addition, on Thursday, November 21st only, representatives from IRS’ Automated Collection Systems (ACS); Practitioner Priority Service (PPS) and the PTIN Renewal Unit will provide assistance via dedicated phone lines. Practitioners must have a valid Form 2848 on file and/or a copy ready for submission.  Appointment times for 9:00 am – 3:30 pm, Appointments can be made on Thursday in the IRS Practitioner Case Resolution Room AFTER Keynote.
 

IRS Case Resolution Intake Sheet

 

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.