On-Demand

2 CPE Credits

Navigating IRS Correspondence: Responding to IRS Letters

On-Demand
2 CPE Credits

Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation.

Learning Objectives

  • 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.

Major Topics

  • 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.

CPE Credits Available

2 CPE Credits
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EA, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting clients with IRS tax resolution

Provider

CPA Crossings

Purchase This Course

  • MACPA Member

    $ 89 89
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  • MACPA Non-Member

    $ 110 110
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