IRS Audits and Appeals: Real World Strategies for Representing Your Clients
Author: Greg White
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
IRS audits create anxiety and stress for both taxpayers and practitioners. Experienced practitioner will walk you through the process in this two-hour CPE course. When is it good to ask questions and what are the best questions to ask? How can you present your case and settle audits quickly? Greg will also discuss the appeals process and how it can be part of your audit toolkit.
Publication Date: August 2018
Designed For
CPAs and in public practice and tax staff in private practice who have some experience with federal taxes.
Topics Covered
- Establishing rapport with the auditor
- IRS audit statistics, appeals statistics, and other statistics
- Preparing for the audit
- Preparing for an appeal
- Questions to ask the auditor
Learning Objectives
- Identify how to reduce anxiety about the audit process
- Recognize the questions you should ask the IRS about the audit
- Identify and apply IRS audit statistics to pick the proper time to settle an audit
- Describe the best method to get a copy of the IRS auditor's work papers
- Recognize the most effective method to present your case
- Differentiate AGI levles
- Identify the steps in the audit process after a taxpayer meets with an auditor
- Differentiate types of taxpayers and their audit rates
- Recognize examples of a best practice with respect to presenting your argument
- Identify situations where taxpayers are precluded from appealing an IRS decision
- Identify the most frequent cause of dismissal
- Describe the Fast Track Settlement appeal process
- Recognize how to prepare for your meeting with an auditor
- Identify what would suggest that a new issue has been raised by the IRS when a taxpayer is involved in an appeals process
- Describe how many other people should attend when preparing for the appeals process
- Recognize how long the appeals process takes based on the national average
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Basic understanding of federal income taxation.
Advance Preparation
None
