Strategies in Representing Clients Before the IRS
1 hour 40 minutes
Learn best practices for the preparation and representation of your client before the IRS.
This topic focuses on important strategies to keep in mind when representing clients before the Internal Revenue Service. How to properly prepare for an audit, steps to an office audit and/or field audit meeting, and appropriate follow-up will be discussed. While tax exams are an everyday occurrence, it is important to conduct them professionally and efficiently while at the same time presenting the taxpayer’s position in the best possible way.
• You will be able to review how to prepare for an audit.
• You will be able to describe how to file an amended tax return.
• You will be able to discuss an office and field audit.
• You will be able to recognize if additional meetings are necessary with the agent’s supervisor.