IRS Examinations & Appeals


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IRS practice and procedures

Baker Tilly’s IRS Practice and Procedure Group collectively has decades of success in working with taxpayers and the IRS on Exam and Appeals cases. In addition, many of our professionals were previously employed by the IRS.

As a result, we understand how the IRS works, how decisions are made, and how to negotiate a favorable resolution of various tax issues. Bottom line: You’ll receive highly experienced, informed, and effective representation before the IRS.

Whether you are anticipating an IRS exam, have received an exam notice, or are already undergoing an exam and wish to appeal an IRS finding, we are ready to assist you with services that include:

Preparing for an IRS examination by reviewing transactions, documentation, and filings
Responding to IRS Information Document Requests and Notices of Proposed Adjustment
Drafting and filing an Appeals Protest for issues not resolved at the Exam level
Serving as your representative at IRS Appeals Conferences and in discussions with the IRS Appeals Team
Representing you before the IRS and negotiating a resolution of any unsettled issues

Contact our tax services team >