Our Tax Appeal Services
At Kugelman Law, we focus on winning tax appeals saving individuals and businesses thousands in overpaid taxes. Our experienced attorneys fight to lower your tax burden with proven strategies.
Our Process:
- Case Assessment & review
- Evidence gathering (comparables, income data, appraisal errors)
- Negotiation with assessors
- Hearing representation if needed
IRS Audit Appeals
At Kugelman Law, our tax attorneys focus on preparing persuasive appeals that correct auditor errors in applying tax laws, challenge incorrect facts, and negotiate fair settlements to resolve your dispute efficiently.
A tax appeal may be warranted if:
- You received a letter from the IRS explaining your right to appeal the IRS’s decision
- You do not agree with the IRS’s decision
- You are not signing an agreement form sent to you
The IRS provides the following consideration points when deciding if you should appeal the audit results:
- IRS made an incorrect decision based on a misinterpretation of the law
- IRS did not properly apply the law due to a misunderstanding of the facts
- IRS is taking inappropriate collection action against you or your offer in compromise was denied and you disagree with that decision
- Facts used by the IRS are incorrect. You should have organized records or other evidence to support your position
All taxpayers are entitled to have legal representation at any stage of an audit, including during the appeal.
A Kugelman Law tax appeals attorney will understand how to present to the appeals officer the relevant issues and identify misapplications of tax law.
If you appeal to the Office of Appeals and if they side with the auditor, you can still petition the U.S. Tax Court so you should remember that as a taxpayer you have options to challenge the IRS audit results.
Why Appeal Your Tax Dispute? Protect Your Rights and Save Money
An unfair tax assessment can cost you thousands this year. At Kugelman Law, we believe no one should pay more than their fair share. The appeals process exists to correct valuation errors and ensure equitable taxation, but strict deadlines apply.
Consequences of Not Making a Tax Appeal
Appealing an audit result is the most efficient way to challenge the audit. Otherwise, you will have to proceed with litigation in U.S. Tax Court to prevent the proposed tax from becoming legally owed.
Our IRS Appeal Process:
- Investigate the circumstances regarding the audit and relevant tax items.
- Request all available IRS files related to the audit to ensure the auditor met administrative requirements.
- Review, organize and obtain additional documentation that supports your tax return.
- Advise you of any issues that we believe you are unlikely to prevail.
- Prepare and submit letters to appeals regarding the relevant issues.
- Advocate on your behalf with the appeals officer
- Answer any legal questions you may have about the process
IRS audits often result in unfair conclusions when auditors disregard relevant documentation or misapply tax law. Kugelman Law attorneys can ascertain if an auditor has made a significant mistake during your tax audit, so it is important to understand that the auditor does not have the final word.
Instead, a taxpayer should appeal the audit results. Our team will present the most compelling case to the IRS Office of Appeals to demonstrate the audit findings were incorrect.
Why Choose Kugelman Law?
- 100+ successful tax appeals in California
- Veteran IRS & U.S. Tax Court experience
- Full-service representation – we handle all paperwork and deadlines
Frequently Asked Questions About Tax Appeal Representation Services
What are the costs for professional appeal representation?
Our fee structure varies by case type:
- IRS appeals: Typically hourly or flat fee (case-dependent)
- All cases begin with a privileged and confidential evaluation
Can I handle a tax appeal myself?
While possible, we advise against it because:
- Tax authorities have complex procedures and deadlines
- Professional representation typically achieves better results
- We know what evidence and arguments are most effective
- Mistakes can be costly and sometimes irreversible
How to Determine If You Have a Strong Tax Appeal Case
During your confidential consultation, we’ll assess:
- The strength of your supporting evidence
- Potential valuation errors or legal misapplications
- Historical success rates for similar cases
- Alternative resolution options
Can you help with multi-year or back tax appeals?
Yes, we handle:
- Appeals for current and prior tax years
- Negotiations for penalty abatement
- Complex multi-jurisdictional cases
What should I do immediately after receiving an unfavorable tax notice?
- Note all deadlines in the notice
- Gather all relevant documents
- Contact us for a privileged and confidential case review
- Avoid discussing the case with assessors/IRS before consulting us
Kugelman Law Tax Appeals Lawyers
The Kugelman Law team is comprised of veteran lawyers with years of IRS and U.S. Tax Court experience resolving tax appeals disputes.
We strive to effectively and efficiently resolve each client’s tax issue – no matter the size or complexity.
The attorneys at Kugelman Law have experience helping clients throughout the countryt with tax appeals so please contact us today for a consultation.