IRS Tax Problem Solving Fundamentals
Author: Jim Buttonow
| 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
Most IRS tax problems are solved by working directly with an IRS central campus or a local office. In this course, you will learn how tax professionals can effectively and efficiently work with the IRS to resolve client tax problems. You will understand the common IRS compliance programs that are used to combat underreporting, underpayment, and non-filing. You will get practical solutions to resolve the most common problems encountered by you and your clients.
We will cover essential IRS practice elements such as obtaining information from the IRS, representation requirements (including Circular 230), and the tax problems solutions that you will use the most for the five categories of tax problems.
Publication Date: May 2025
Designed For
All tax professionals, licensed and unlicensed, who need to resolve IRS notices, taxpayer problems, and/or have to interact with the IRS on behalf of their clients.
Topics Covered
- The "5" tax problem solving essential knowlege areas
- Who can practice and authorizations
- Rules of practice: Circular 230
- Navigating the IRS
- 6 tax problem solving areas on practice
- 3 step tax problem solving process
- Best practices and tips
Learning Objectives
- Recognize the five primary tax problem categories and often used solutions to tax problems
- Describe your responsibilities in representing a taxpayer before the IRS
- Identify how to file and manage authorizations to represent your client
- Recognize how to obtain information from the IRS, including a complete compliance history from the IRS' perspective
- Recognize how to utilize the different types of IRS transcripts to resolve your client's tax issue
- Recognize how to utilize practice tips to get the best outcome for your client with a tax problem
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
