ebotCPA — The Entrepreneur's CPA

    Tax Resolution

    Get a clear plan for irs appeals – collection appeals program (cap)

    IRS Appeals – Collection Appeals Program (CAP)

    Challenge IRS Collection Actions — Without a CDP Notice

    A clear engagement

    Written scope before work begins

    Start with the facts, understand the options and decide on the next step with a defined scope and fee.

    A useful place to start

    Which sounds like you?

    Situation 01

    You need a clear next step

    Challenge IRS Collection Actions — Without a CDP Notice

    Situation 02

    You need help with what cap can challenge

    IRS filing of a Notice of Federal Tax Lien IRS levy on wages, bank accounts, or assets IRS seizure of property Rejection of an installment agreement request Termination of an existing installment agreement Rejection of a Direct Debit Installment Agreement I…

    Situation 03

    You need help with how to file a cap appeal

    1 Identify the CAP-Eligible Action Confirm that the IRS collection action you want to challenge is CAP-eligible.

    The work

    What we do

    01

    What CAP Can Challenge

    IRS filing of a Notice of Federal Tax Lien
    IRS levy on wages, bank accounts, or assets
    IRS seizure of property
    Rejection of an installment agreement request
    Termination of an existing installment agreement
    Rejection of a Direct Debit Installment Agreement
    IRS failure to release a levy after a resolution is agreed

    02

    How to File a CAP Appeal

    1

    Identify the CAP-Eligible Action

    Confirm that the IRS collection action you want to challenge is CAP-eligible. CAP does not apply to the underlying tax liability — only to the collection action itself.

    2

    Request a Conference with the IRS Collection Manager

    Before escalating to Appeals, you must first request a conference with the IRS collection manager. This is a required step — contact the revenue officer or ACS employee and ask to speak with their manager. Many issues are resolved here without needing to file Form 9423.

    3

    File Form 9423 to Request an Appeals Hearing

    If the manager conference does not resolve the issue, submit Form 9423 (Collection Appeal Request) — generally within 3 business days after the manager conference, or by the date in your notice. This is the official form that escalates your case to an independent IRS Appeals officer.

    4

    Present Your Position

    Present your argument to the Appeals officer — why the collection action was improper, what collection alternatives exist, or why the agreement was improperly rejected or terminated.

    5

    Receive the Final Decision

    The Appeals officer issues a final determination. Unlike CDP, CAP decisions cannot be appealed to Tax Court — make your case carefully and thoroughly.

    03

    Resolution Hub Connections

    Notices That May Trigger a CAP Appeal

    ebotCPA — Collection Appeals Program Representation — ebotCPA, 4425 West Airport Freeway, Suite 595, Irving, TX 75062. Serving taxpayers across Texas and nationwide.

    From first conversation to delivery

    How it works

    1. 1

      Start with the facts

      Tell us what is happening with irs appeals – collection appeals program (cap) and what decision or deadline is in front of you.

    2. 2

      Set a written scope

      We confirm the records needed, responsibilities, timing and fee before engagement work begins.

    3. 3

      Complete the agreed work

      Our team follows the scope and technical standards relevant to the work, keeping you informed as questions arise.

    Client perspective

    Proof from Google reviews

    5.0 average · 105 Google reviews · ebotCPA, Irving, TX

    Read all reviews

    “EbotCPA made filing my taxes so much easier than I expected! They explained everything in a way that was easy to understand, caught deductions I didn't even know I qualified for, and made the whole process stress-free. Super responsive.”

    Harrison NdetanTax Preparation · Google

    “Working with Mr. Ebot has been an absolute pleasure. He is highly knowledgeable, detail-oriented, and makes the tax process simple and stress-free. His professionalism, responsiveness, and genuine care for his clients really set him apart.”

    Ndohnwi MomaTax Strategy & Planning · Google

    Published pricing

    Know the range before we begin.

    These are the current published fees from our service catalog. We confirm final scope and any quoted add-ons in writing before work starts. The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited. Fixed fees, confirmed in writing before work begins. Not a guarantee of any IRS outcome. We never charge a percentage of tax saved.

    Free Notice Decoder / free path

    Free

    The free decoder explains your notice from its type and date. No documents are uploaded at the free step.

    Notice Review

    $97

    Send us your IRS notice along with your own transcripts. We tell you what the notice is, what it means, and what the issues appear to be at a high level. This is information, not tax advice.

    Transcript Pull

    $150 per tax year

    Don't have your transcripts, or can't get them? We pull them for you under Form 8821 and send them with written findings. Many clients use their transcripts to bring their filings up to date with their own tax preparer.

    Case Analysis

    $497

    We pull your transcripts, analyze your whole situation, and give you a written do-it-yourself plan.

    Representation

    $1,000

    Power of attorney (Form 2848) and we represent you before the IRS. Flat $1,000.

    Resolution work

    Fixed by work type and amount owed

    Final scope depends on work type and amount owed.

    Useful answers

    Frequently asked questions

    How is pricing determined?

    Current catalog amounts and quote terms are listed in Published pricing above. We confirm the agreed work, responsibilities, and any quoted scope in writing before engagement.

    What happens before irs appeals – collection appeals program (cap) work begins?

    We discuss your goals and records, confirm the engagement scope and fee in writing, and identify deadlines before substantive work starts.

    How do you determine the fee?

    Current catalog amounts and quote terms are listed in Published pricing above. We confirm the agreed work, responsibilities, and any quoted scope in writing before engagement.

    What records should I prepare?

    The records depend on your situation. We provide a focused request list after confirming the work and reporting period.

    Who performs and reviews the work?

    Responsibilities are defined in the engagement terms and depend on the service selected.

    Your next step

    Let’s define what you need.

    Tell us the decision in front of you. We’ll review the facts, confirm the scope and give you a clear next step.

    Discuss your scope
    Authority and standards

    The engagement letter identifies the applicable professional standards, responsibilities, scope, and limits for the selected service.

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