How to resolve tax disputes?
A tax dispute is a formal disagreement between a taxpayer & a revenue agency in accordance with the amounts owed or the filing history or a penalty assessment. The reasons for such disputes may be summarized as follows:
- A notice lists income that does not exist / payments already remitted
- Penalty payments apply after a late filing / payment
- A business filing faces scrutiny — payroll, sales tax & excise
How to resolve tax disputes?
A tax dispute is resolved by verifying the claim, submitting the answer before the deadline and utilizing the statute that complies with the factual information.
What should you do first after receiving a notice?
- Note the deadline information as well as the specific tax year on the letter
- Compare the figures to the return & payment records
- Aggregate the proof that validates the position — W-2/1099 & receipts, bank proof, prior letters
- Select the response — correct the record, request relief, ask for time to pay or appeal
- Submit the response via certified mail & retain the proof of delivery
What are the available methods to close the issue?
The paths presented on the table are used with the IRS as well as many state agencies.
When should I get help from a tax pro?
Professional support should be secured when deadlines are rigid — business taxes are active, or the balance is a major amount.
Contact a firm in the case of:
- Multiple unfiled years
- Wage garnishment or a bank levy or a recorded lien
- A demand for financial statements or business ledgers
- A pending transaction where clean tax status is mandatory
How can Maris & Associates help with tax disputes?
Maris & Associates presents professional support in responding with the right paperwork and a smart plan that is in accordance with the facts. Contact us to review the letter and establish a roadmap for the next actions.