IRS Audits and Appeals: A Practical and Technical Approach
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 |
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2028 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
When your client receives that dreaded letter notifying that the IRS is auditing their tax return, don’t panic! Join expert Greg White, CPA, as he walks you through the audit process step-by-step, including discussions of how you can get a copy of the auditor’s workpapers. We’ll cover how to formulate succinct, successful arguments to prevail in audits, and administrative appeals.
Publication Date: October 2025
Designed For
CPAs and in public practice and tax staff in practice who want to gain a deep understanding of how to approach and resolve tax disputes.
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
- Getting copies of the auditor’s workpaper file
Learning Objectives
- Recognize how to prepare for an audit
- Recognize how to draft an administrative appeal (we'll provide a sample IRS appeal)
- Identify and apply strategies involved in the appeals process
- Recognize how to reduce anxiety about the audit process
- Identify the questions you should ask the IRS about the audit
- Describe the best method to get a copy of the IRS auditor's work papers
- Recognize how to utilize the most effective method to present your case
- Explain the Tax Court petition process and why it’s usually the best place to settle a case
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Basic knowledge of federal tax issues.
Advance Preparation
None
