In addition, our services include providing advice and assistance regarding penalty standards and pursuing opportunities for penalty relief.
Our services cover, but are not limited to:
- We can assist with all phases of the federal excise tax examination. We can advise on strategy, data accumulation and responses to Information Document Requests and other IRS requests. We can also assist with drafting requests for technical advice to the IRS Office of Chief Counsel, including reaching consensus on the relevant facts with the IRS and stating the applicable technical position.
- During the Appeals phase, we can provide strategic consulting advice, prepare protests to Appeals, and represent clients during the Appeals process. This may include discussing potential errors in the examination team’s analysis of the relevant facts and applicable technical position.
Ruth Hoffman, Director, Excise Tax practice, Washington National Tax