The final step in a tax controversy is Tax Court. Over 70% of all Tax Court cases are filed by taxpayers representing themselves. Most of these "pro se" taxpayers have a non-lawyer assisting them. There can be significant advantages to filing a Tax Court case to resolve a dispute. This class will explore these strategic uses of the Tax Court process and provide a basic understanding of navigating your client through the case.
Learning Objectives
This class is intended to explain the Tax Court process so a non-lawyer can understand and assist a taxpayer in a Tax Court case. Over 90% of cases filed in Tax Court are settled or resolved without a trial. Knowing how to navigate the Tax Court process is an important part of handling a tax dispute.
Major Topics
- Determining when filing a Tax Court case can be a strategic benefit.
- Learn how to file the case.
- Understand the steps and deadlines in the Tax Court process.
- Review the settlement process.
- Know when the case gets to the point where you need help.
