Responding to IRS Notices with Confidence
2 AFSP, EA, CFP®, CPA, CRTP
Track:
Early career
The first call when a client receives an IRS notice is to their tax preparer, and this webinar provides a first response guide to protect appeal rights, handle notices and resolve issues quickly and efficiently. We’ll identify common IRS letters and notices, and translate common CP/LTR codes, like “CP2000,” into plain English. We’ll map what stage of the tax administration lifecycle the taxpayer is actually in (assessment vs. collection) and show how to use transcripts and documentation to decide whether to concede, contest or escalate.
Objectives
Upon completion of this session, you will be able to:
● Assess the validity of client’s IRS notice quickly by identifying notice types
● Protect the client’s rights from day one, noting dates and preserving appeal options
● Build a first-response file fast with powers of attorney and IRS transcripts
● Select the right resolution path—differentiate strategies for underreporting (CP2000), math-error or balance-due
(CP14) and intent to levy collection notices (CP504 or LT11)
● Communicate effectively while you set client expectations and pricing
CPE information
Duration: 100 minutes
Course level: Basic
Prerequisite: None
Advanced preparation: None
Delivery method: Group Internet-Based
CPE credits | Designation | Field of study | |
IRS | 2 | AFSP | Federal Tax Law Topic |
IRS | 2 | EA | Federal Tax Law Topic |
NASBA | 2 | CPA | Taxes |
CTEC | 2 | CRTP | Federal Tax Law Topic |
CFP Board | 0 | CFP® | n/a |
Instructor(s)
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Josh Youngblood, EA
