Resolving the Most Common IRS Notices
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
The IRS issues over 220 million notices each year to taxpayers. If a tax client receives an IRS notice, they expect their tax professional to be able to work effectively with the IRS to identify and resolve their issue. There are over a thousand different types of IRS notices, but fortunately, most taxpayers receive many of the same type of notices that require action.
This course will identify the most common, actionable IRS notices and the solutions available to resolve the tax problems related to the notice. The tax pro will also get notice trends based on IRS data as well as best practices to be proactive in resolving IRS notices. In the end, the tax pro will be a more effective and efficient problem solver for their clients, which will lead to higher client retention and a more profitable firm.
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. Firm leaders who want to have a better strategy to be more efficient and effective in resolving client notices.
Topics Covered
- IRS Compliance by Notice Strategy
- Common IRS Notices/Tax Problem Categories
- Category #1: Audits/Underreporter Notices
- Category #2: Collection Issues
- Category #3: Unfiled Returns
- Category #4: Penalties
- Category #5: Account-related Notices
- Better Post-filing Service: 3 Tax Firm Tips
Learning Objectives
- Recognize notice trends at the IRS, including common reasons your client will receive an IRS notice
- Identify the potential tax problem(s) and solutions associated with common IRS notices
- Identify the notices streams for non-filing, underpayment, and underreporting compliance enforcement actions
- Recognize how to utilize practice tips to reduce the time to resolve IRS notices and get the best outcome for your client
- Describe how to develop a firm strategy to be more proactive and efficient in resolving client IRS notices
- Identify the 2022 estimate of the amount the U.S. Treasury loses a year due to non-compliance
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
