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Case Resolution Room Appointment Booking Site

2026 Nationwide Tax Forums

Welcome to the 2026 IRS Nationwide Tax Forum Case Resolution Program appointment system.

Get one-on-one help with a client’s IRS tax issue. IRS and TAS experts will review your case, research the issue, and work to resolve it during your appointment. If more time is needed, TAS will open a case and coordinate with the appropriate IRS office.

Check Your Eligibility

You can book an appointment if ALL of these are true:

  • You are a registered Tax Forum attendee (register here)
  • You have authorization (Form 2848) to represent your client
    • Appointments are limited to practitioners eligible to practice before the IRS (e.g., attorneys, CPAs, enrolled agents, LITC/STCPs)
  • You are bringing a client’s case (not your own personal tax matter or any case involving a corporation, partnership, estate and/or trust in which you have a vested interest)
  • You will submit only one case per event

Prepare for your appointment

Review the following to ensure you’re prepared for your appointment:

Required (bring to your appointment)

  • A signed original or signed copy of your Form 2848 (Power of Attorney)
  • Any new or additional documents related to your client’s tax issue

Before your appointment

  • We strongly encourage you to submit documents in advance
    • You are only required to bring hardcopies of documents you have not submitted in advance
  • After booking, you will receive a confirmation email with instructions on how to submit documents before the Tax Forum

A Form 2848 on file with the IRS (CAF) is not sufficient — you must bring a signed copy

Appointments at the Tax Forums

Limited availability: booking in advance is recommended.

On-site scheduling hours (outside the Case Resolution Room):

  • Monday: 1–7 p.m.
  • Tuesday: 9 a.m.–5 p.m.
  • Wednesday: 9 a.m.–5 p.m.
  • Thursday: 9 a.m.–10 a.m.

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.

Document Upload Instructions

Once you’ve booked your appointment, you have several options for providing your documents in advance. Visit the Tax Forum Documentation Instructions page to find out more about these options.