Tax Forum Appointment Booking Site

The Case Resolution Program provides personalized, in-person assistance, to help you with your toughest case involving an IRS tax matter. IRS and Taxpayer Advocate Service representatives with specialized expertise will be available on-site to meet with you one-on-one. We will conduct thorough research and endeavor to promptly resolve your tax matter right then and there, ensuring a swift solution.

If we cannot resolve the case on-site or need to perform additional research, we will open a case in the Taxpayer Advocate Service (TAS) and coordinate with the appropriate IRS unit for further assistance.

Please note: Each registered, authorized tax practitioner who is registered is limited to one case per registered event. We are unable to assist you with your own personal tax matters or any cases involving a corporation, partnership, estate and/or trust in which you have a vested interest.

If you are not a registered Tax Forum participant but would like to learn more, visit the IRS Nationwide Tax Forum.

For general IRS information and assistance, visit the IRS website.

For assistance from the Taxpayer Advocate Service, visit the TAS website.

You will need to present a signed original or copy of Form 2848, Power of Attorney (POA), or Form 8821, Tax Information Authorization when scheduling and attending your appointment. Even if you have a valid POA on file with the IRS Centralized Authorization File (CAF) Unit, we still require a signed original or a signed copy at the Case Resolution Room.

We strongly encourage you to submit the required documents ahead of time to expedite the resolution of your tax matter. After scheduling your appointment online, you will receive a confirmation email containing instructions on how to submit these documents before the Tax Forum.

If you are an “Unenrolled Return Preparer” as indicated by an “H” designation on Form 2848, we will not be able to assist you at the Tax Forum. This authorization level, along with some others, is very limited and does not allow for us to work with you at the Tax Forum.

Please review Form 2848 carefully to ensure you are selecting the correct and appropriate authorization level. If you do not have the ability to represent taxpayers using Form 2848, your option is to complete a Form 8821, Tax Information Authorization. While this form has limitations, we will be able to meet with you at the Tax Forum and provide you information.

Yes. Appointments will be available in person at each Tax Forum event according to the following schedule:

• Monday: 1-7 p.m. at a table setup near the conference registration.
• Tuesday: 9 a.m.-5 p.m. at a table outside the Case Resolution Room.
• Wednesday: 8 a.m.-5 p.m. for any remaining slots outside the Case Resolution Room.

If you plan to schedule an appointment in person at the event, please complete a Form 13989, IRS Tax Forum Case Resolution Data Sheet in advance.

Be prepared to provide us with your authorization, either Form 2848, Power of Attorney (POA) or Form 8821, Tax Information Authorization, along with any other relevant documentation at the Tax Forum.

We strongly encourage you to submit your documents electronically to expedite the process. We will provide you with electronic submission options after setting up your appointment.

Once you have your appointment, you will need to submit the required documents ahead of time.

The last page of the appointment booking form, the email you received from booking your appointment, and the Tax Forum Documentation Instructions page, all provide detailed information on this process.