TAX ADVISORY
Tax Appeal & Amended Return
Expert response to unfair tax assessments
and overpaid taxes.
We closely review the facts and legal issues surrounding a tax assessment, and systematically
carry out tax appeal and correction request procedures — supporting taxpayers in obtaining
the legitimate remedy they are entitled to.
SERVICE OVERVIEW
Tax appeals and requests for correction call for
precise issue analysis and a well-reasoned response.
When a taxpayer disagrees with a tax authority's assessment, or has over-reported or overpaid taxes, it is essential to accurately analyze the relevant facts and applicable law and select the appropriate remedy procedure in response.
In particular, it is important to observe statutory deadlines and procedures while systematically organizing the grounds for the assessment and the taxpayer's position.
VITAL TAX closely analyzes the tax assessment and filing history, and comprehensively reviews the relevant tax law, case law, and administrative rulings — providing expert support across the full range of tax remedy procedures, from requests for correction through pre-assessment review, objections, examination requests, and tribunal appeals.
Service
Tax Appeal & Amended Return
Category
Tax Advisory
For
Corporations · Sole Proprietors · Individuals
Scope
Requests for Correction · Pre-Assessment Review · Objections · Examination & Tribunal Appeals
KEY SERVICES
Key Services
01
Review of Tax Assessment & Filing Details
We analyze the facts and grounds relating to a tax assessment or existing tax filing, and review the likelihood of success and key issues for a tax appeal or request for correction.
02
Requests for Correction
Where taxes have been over-reported or overpaid, we review the relevant facts and legal grounds, and carry out the request for correction procedure.
03
Tax Appeals
We review the appropriate remedy procedure for the case at hand — including pre-assessment review, objections, examination requests, and tribunal appeals — and respond accordingly.
04
Preparation of & Response to Appeal Documents
Based on the relevant tax law, case law, administrative rulings, and the facts of the case, we build a well-reasoned argument and support the preparation of appeal petitions, statements of grounds, and other filings, along with any follow-up response.
PROCESS
Our Process
01
Analysis of Facts & Assessment
We review the tax assessment or existing filing details and related documentation to identify the facts and key tax issues involved.
02
Legal & Issue Review
We analyze the relevant tax law, case law, administrative rulings, and grounds for the assessment to review the likelihood of success and response strategy for a request for correction or tax appeal.
03
Filing & Appeal Procedure
We systematically organize the facts and legal grounds, prepare the request for correction or appeal petition, and carry out the relevant procedure.
04
Follow-Up Response & Case Management
We respond to any further requests for explanation or opinions from the tax authorities, and review the necessary follow-up remedy measures based on the outcome of the case.