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:
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
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.