Tax Forum Appointment Booking Site

The Case Resolution Program offers personalized assistance, available in-person, to help you with your toughest case involving an IRS tax matter. We will have IRS and Taxpayer Advocate representatives with specialized expertise on site. This will give you an opportunity to meet in-person for a one-on-one conversation. 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 onsite or we need to perform further research, we will establish a case in the Taxpayer Advocate Service and request further assistance from the appropriate IRS unit. Each authorized tax practitioner who is registered is limited to one case per registered event. We will not be able to assist you with your own personal tax matter or any case where you have a vested interest in a corporation, partnership, estate and/or trust.

If you are not a registered Tax Forum participant and would like to learn more about the IRS Nationwide Tax Forum, please visit  https://www.irstaxforum.com.

If you need assistance from the Internal Revenue Service, please visit https://www.irs.gov.

If you need assistance from the Taxpayer Advocate Service, please visit https://www.taxpayeradvocate.irs.gov.

A signed original or copy of a Form 2848, Power of Attorney (POA), or a Form 8821, Tax Information Authorization will be required and must be presented when scheduling and appearing for an appointment. Even if you have a valid POA submitted to the IRS Centralized Authorization File (CAF) Unit, we will still need a signed original or a signed copy at the Case Resolution room.

Once you have scheduled an appointment online you will receive a confirmation email containing instructions on how to submit the required documents beforehand to expedite the resolution of your tax matter at the Tax Forum.

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

Please review the Form 2848 to ensure you are selecting an appropriate and accurate authorization level. If you do not have the ability to represent taxpayers with a Form 2848, your option is to complete a Form 8821, Tax Information Authorization, which is limited but we will be able to meet with you at the Tax Forum and provide you information.

Yes, we will begin making appointments in person at each Tax Forum event on Monday from 1:00 PM to 7:00 PM. We will have a table setup near the conference registration. On Tuesday from 9:00 AM to 5:00 PM and Wednesday from 8:00 AM to 5:00 PM we will have a table outside our Case Resolution Program room and will setup any remaining appointments there.

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 (Form 2848, Power of Attorney (POA) or Form 8821, Tax Information Authorization) and other relevant documentation at the tax forum.

You can submit your documents to us electronically. We will provide you with electronic submission options after setting up your appointment either online in advance or in person at the event.