Introduction to Audits
At some point, almost every tax practitioner has a client under audit. As technology evolves, the IRS constantly alters how, where and when to perform an audit. IRS agents can be intimidating, aggressive and at times, unprofessional, when dealing with taxpayers and tax professionals. Whether the taxpayer receives a simple CP-2000 notice or is involved in a face-to-face interview with a revenue agent, this course helps to prepare you for the moment when the client needs you the most—during an audit.
Upon completion of this course, you will be able to:
- Define the taxpayer’s rights.
- Describe the IRS policies in performing audits.
- Identify options and solutions used when an IRS agent is not following protocol.
- Conduct the power of attorney process in order to adequately represent your client.
- Distinguish between practices to avoid during an audit and practices to perform.
- List the options the taxpayer has during the audit conclusion process.
- Manage the client relationship to avoid errors and miscommunications.
This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.