For more than a year, TSCPA’s Federal Tax Policy Committee and the tax professional community have expressed concerns with IRS Appeals’ changes that made telephone appeals conferences the primary method over in-person conferences. Appeals recently announced that it will roll back some of those changes, returning to the general rule to provide taxpayers with in-person appeals conferences in field cases. That liberalization will not apply to service center-generated cases. The IRS has indicated that it will release interim revised guidance soon.
TSCPA’s committee advocated for taxpayers’ rights in Appeals proceedings, including for in-person conferences, in a letter dated May 13, 2016, and a joint letter with the Texas State Bar Tax Section’s Committee on Governmental Submissions dated Jan. 24, 2017.