- 19 - some respect. Once the Cincinnati office became more proficient at drafting the proposed decision documents, proposed decision documents were sent to Barrister taxpayers without first obtaining the approval of either Winkler or Craig. Normally, an Appeals officer in the Cincinnati office working on a Barrister case required about 26 calendar days to (1) verify the amount of the taxpayer’s cash investment, (2) determine whether the taxpayer was involved in another tax shelter, (3) input the taxpayer’s information into the computer, (4) prepare the settlement documents, and (5) mail the settlement documents to the taxpayer. If a taxpayer accepted the settlement offer and returned the signed decision document, then Rowland prepared and submitted to Becker an appeals transmittal and case memorandum for his approval. If Becker approved, then he signed the appeals transmittal and case memorandum and transmitted the settlement documents to Winkler. Winkler then reviewed the format and contents of the decision documents, signed them, and forwarded them to the Court for entry of decision. It ordinarily took Winkler less than 1 hour to review and sign an average decision document that did not have any problems. However, Winkler gave priority to working on cases calendared for trial by the Court.Page: Previous 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Next
Last modified: May 25, 2011