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 directly 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. Please note ID Theft cases and issues cannot be addressed. 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; please click the following link to irs.gov location for the appropriate CAF units and their new fax numbers.
  • Complete the attached “Practitioner Case Resolution Sheet” in its entirety and forward it with your registration.

IRS Case Resolution Intake Sheet

 

Please Note: You do not have to wait to obtain assistance on your issue. Visit our newly designed website www.irs.gov to obtain additional resources to assist you.

Telephone Assistance Contacts for Business Customers

 

*Subject to change


NYS Case Resolution

NYS Practitioner Case Resolutions Program

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 13, 2014. Please email completed form to taffy.gray@tax.ny.gov or submit by fax at 518-435-2945.

NYS Case Resolution Intake Form