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Alleviate the stress of the audit process by learning how to properly prepare yourself and your client for an audit.

2 CPE for EA, CRTP

$52 for Members and $64 for Nonmembers

Includes webinar recording and PowerPoint presentation. CPE is issued after exam is successfully completed.

How does a face-to-face IRS audit work? What are the IRS procedures and protocols in an audit? How does the IRS develop and propose issues in an audit? How should you represent your client in this process? This course answers these questions and describes each stage of an IRS office and field audit – from the audit notification letter and procedural steps to the final determination and any appeals. Understanding what to do at each stage of the audit process is key to a successful outcome for you and your client.

After exploring the four stages of an audit, we will focus on the preparation stage. A poorly planned audit often results in a poor outcome and a lengthy, costly and frustrating examination process. In this course, you will learn how the IRS plans for an audit. You will also learn the audit preparation essentials, including mandatory steps you need to take before the audit starts so that you can control the examination and produce the best results for your client. This course will focus primarily on IRS field audits, but it is appropriate for other audit methods at the federal and state levels.

Upon the completion of this on-demand webinar, you will be able to:

  • Identify the four stages of an IRS audit.
  • Recognize techniques used by IRS agents to develop issues in an audit.
  • Identify key due process points in the audit process and actions you may need to perform for your client.
  • Explain the importance of the planning stage.
  • Minimize client risk by learning the steps to effectively prepare yourself and your client for an IRS audit.
  • Prepare for the mandatory issues the IRS will audit in a field examination.
  • Effectively prepare you and your client for the initial interview by the agent.

Presented by: James Buttonow, CPA
Jim Buttonow, CPA, CITP, is a 20-year IRS veteran and a leading expert on IRS practice and procedure. While with the agency, Jim led multifunctional teams across the U.S. in the areas of examination, collection, filing and appeals. After leaving the IRS, Jim worked to represent hundreds of taxpayers before the IRS.

Today, Jim is cofounder and vice president of New River Innovation, where he is chief architect of Beyond415®, the Web-based system for IRS practice and procedure. Jim regularly speaks on compliance trends and post-filing practice efficiency strategies for CPA and accounting firms, and his education-based articles have appeared in the Journal of Accountancy, Accounting Today and various state CPA society magazines. In 2012, Accounting Today named Jim one of the Top 100 Most Influential People in Accounting.

CPE Sponsor Information

Duration: 100 minutes
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Delivery Method: Self-Study

 

CPE CreditsDesignationField of Study
IRS2EAFederal Tax Law Topic
NASBA0CPAN/A
CTEC2CRTPFederal Tax Law Topic
CFP Board0CFP®N/A

For IRS purposes, there is no competency test or mandatory continuing education for other tax return preparers, but this category of tax preparer may take continuing education voluntarily.

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