An IRS appeals hearing can be intimidating, but it’s also your opportunity to resolve tax disputes without going to court. Suppose you’ve received a notice to attend an IRS appeals hearing in Baltimore, Maryland. In that case, preparation is key to achieving a favorable outcome. This guide outlines exactly how to prepare—including steps specifically helpful for those navigating the IRS appeal process for small businesses in Maryland—and where to turn for help.
What Is an IRS Appeals Hearing?
An IRS appeals hearing is a formal process where taxpayers can dispute IRS decisions related to audits, penalties, or back taxes. The Office of Appeals, though part of the IRS, operates independently to ensure fair resolution of tax disputes—often avoiding the time and cost of court.
For Baltimore residents and small business owners, it’s a chance to present your side, submit documentation, and negotiate a settlement. But preparation is critical.
Step 1: Know Your Taxpayer Rights
Before the hearing, understand your rights under the Taxpayer Bill of Rights, including:
- The right to dispute IRS findings
- The right to see your case file
- The right to retain representation (like a Baltimore tax professional or CPA)
Being informed helps you advocate for yourself more confidently.
Step 2: Review the IRS Notice
The IRS will send you a formal notice with hearing details. Carefully review it to:
- Identify the specific issue(s)
- Note any deadlines
- Understand the IRS’s position and what evidence they’re using. — If you received a Notice of Deficiency, you may want to read our guide on understanding the IRS Statutory Notice of Deficiency in Baltimore
Step 3: Gather Supporting Documents
For clients in Baltimore facing IRS disputes, solid documentation is key. Collect:
- Tax returns
- Receipts, invoices, or payroll records
- IRS correspondence
- Bank statements or valuations
Organize everything and highlight what supports your position. Thorough documentation plays a critical role in succeeding at your IRS appeals hearing in Baltimore.
Step 4: Write a Clear Summary of Your Case
This will help keep your argument focused during the hearing. Include:
- A brief intro to the issue
- Background (dates, events, notices)
- Your supporting evidence
- What resolution are you requesting (e.g., penalty abatement, installment agreement)
If you’re unsure how to make your case compelling, this is a good time to speak to an expert about how to win an IRS appeals case.
Step 5: Practice Your Presentation
Whether you’re appearing in person or virtually, practice your delivery. Tips:
- Stay calm and respectful
- Anticipate the appeals officer’s questions.
- Know your key points by heart.
If you’re unsure how to communicate your case, a Baltimore-based tax expert can help coach or represent you.
Step 6: Understand the Process
Here’s what typically happens:
- Pre-Hearing – You gather documents and respond to any IRS requests
- The Hearing – You present your case.
- Post-Hearing Review – Appeals officer reviews everything
- Decision – You’ll receive the IRS’s written outcome
Step 7: Consider Professional Representation in Baltimore
Navigating IRS appeals alone can be risky—especially for business owners or high-dollar cases. A local tax professional can:
- Build a stronger case
- Spot red flags you might miss
- Represent you and negotiate directly with the IRS. Including options like an Offer in Compromise to settle your tax debt
Avoid These Common Mistakes
- Missing IRS deadlines
- Going to your hearing unprepared
- Being rude or argumentative
- Not getting expert help when needed
Work With a Baltimore Tax Resolution Expert
An IRS appeals hearing is your opportunity to resolve tax issues without going to court—but you only get one chance. Preparation is everything. If you’re in Baltimore or the surrounding Maryland areas, don’t face it alone.
Call Tax Defense Experts at (443) 335-9011 and schedule your free 45-minute consultation today.