I have a complicated case. Auditor summoned me for in person meeting, then gave me a few months to prepared for in-person audit. I brought my 2 boxes and averything was there - specific expense listings, statements, receipts, etc. The only thing missing was a detailed mileage log. There was an outstanding question about a fairly small amount of income I was not claiming. My first appeal case was rejected as they cited documentation while having all the substantiation. Appeals returned later offering audit reconsideration and I did not re-submit the package, so I got moved to collections. The revenue officer at collections gave me the option to file another appeal (CDP) so we are back at square 1.
I retained an attorney after the first meeting with the examiner and they advised me not to negotiate anything on my own. They also said that we should pursue an OIC and advised me NOT to pay anything on the balance until we had a settlement offer. This was bad counsel. Everything isn't their fault, but that was very bad advice for my case, because I did wait too long to make payments on the tax I did owe. I have been looking for a new attorney for about 3 months now and I am managing the current appeal on my own.
They're off by a significant amount for the income of 1 tax year and then they are trying to double-tax some of the income in a couple of other years. This is aging me very fast.
