IRS Audit and Appeals Process: Protecting Your Clients

Overview

When your client receives that dreaded letter notifying that the IRS is auditing their tax return, don’t panic! Join expert Greg White, CPA, as he walks you through the audit process step-by-step, including discussions of how you can get a copy of the auditor’s workpapers. We’ll cover how to formulate succinct, successful arguments to prevail in audits, and administrative appeals.

Highlights

Establishing rapport with the auditor. IRS audit statistics, appeals statistics, and other statistics. Preparing for the audit. Preparing for an appeal. Questions to ask the auditor. Getting copies of the auditor’s workpaper file.

Prerequisites

None

Designed For

CPAs and in public practice and tax staff in private practice who have some experience with federal taxes.

Objectives

Recognize how to prepare for an audit. Recognize how to draft an administrative appeal(we’ll provide a sample IRS appeal). Identify and apply strategies involved in the appeals process. Recognize how to reduce anxiety about the audit process. Identify the questions you should ask the IRS about the audit. Recognize and apply IRS audit statistics to pick the proper time to settle an audit. Describe the best method to get a copy of the IRS auditor’s work papers. Recognize how to utilize the most effective method to present your case.