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Resolving the Most Common IRS Notices and IRS Online Services Update

2 CPE for AFSP, EA, CPA, CRTP

The IRS is ramping up enforcement and modernization efforts with new funding from the Inflation Reduction Act and is issuing millions of notices to taxpayers. In this session, we'll cover the most common IRS notices and effective resolution strategies, along with the latest digital tools for taxpayers and tax professionals, including upgrades to the Tax Pro Account, online submissions and secure messaging systems. 

Objectives
Upon completion of this session, you will be able to:

  • Identify the most common IRS enforcement notices and how to resolve them 

  • Recognize important appeal rights in notices 

  • Discover uses for IRS transcripts and learn how to file and record Forms 2848, Power of Attorney and Declaration of Representative, and 8821, Tax Information Authorization, online 

  • Implement strategies and best practices to be more proactive in resolving clients’ notices 

CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: Basic understanding of the representation process
Advanced preparation: None
Delivery method: Group Internet-Based

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