Best Practices for Written Communication with the IRS
May 7, 2026
Live Webcast
1 CPE Credit
Best Practices for Written Communication with the IRS
Effective communication with the IRS can:
Save time
Reduce frustration
Help protect your clients’ interests This webcast provides practical guidance for crafting clear, concise, and well structured correspondence that improves comprehension and increases the likelihood of timely resolution. You’ll learn proven strategies for ensuring that your writing:
Reaches the right IRS audience
Accomplishes its intended purpose
Supports more efficient interactions throughout the compliance process
Learning Objectives
Distinguish effective writing techniques for IRS correspondence by using clarity, brevity, tone, structured formatting, and concise summaries to improve comprehension and processing by IRS personnel.
Recall elements of tailored written communications for IRS Service Center employees, revenue agents, revenue officers, and appeals officers.
Recognize ethical requirements applicable to written tax advice and email communications and apply Circular 230 standards to ensure compliant and professionally appropriate practitioner correspondence.
Major Topics
Effective communication and writing for IRS audience
Correspondence to IRS for various purposes
Rules of engagement for working with a limited IRS
CPE Credits Available
1 CPE Credit
1
Taxes
Things to Know About This Course
Course Level
Basic
Professional Area of Focus
Tax / Taxation
Prerequisites
None
Advanced Preparation
None
Intended Audience
CPAs, taxpayers, tax professionals, business owners
