Navigating IRS Correspondence: Responding to IRS Letters

After attending this presentation, you will be able to...

• Identify and interpret the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices.
• Recall IRS deadlines and the importance of timely and accurate responses.
• Apply effective communication strategies when corresponding with the IRS.
• Proactively address IRS concerns to avoid escalation and penalties.
• Ensure compliance with IRS requirements when responding to correspondence.
• Assess common issues that arise from IRS letters and develop resolution strategies.
• Advise clients on their rights and responsibilities when dealing with IRS correspondence.
• Implement documentation and tracking practices to manage IRS responses effectively.

The major topics that will be covered in this course include:

• Types of IRS letters: General notices, audits, collections, return requests, and errors.
• Deadlines for responding to IRS correspondence.
• Communication best practices for dealing with the IRS.
• Avoiding escalation and penalties through proactive responses.
• Ensuring compliance when addressing IRS correspondence.
• Real-world examples of successful IRS communications.
• Common pitfalls in handling IRS letters and how to avoid them.
• Strategies for advising clients on IRS correspondence.