Taxpayers frequently ignore IRS letters and notices; they might be scared, in denial, or just not take those letters seriously. Tax professionals frequently have clients come into their offices with a tax bill saying, “I don’t owe this. Help me!”

Where do you even start when the client ignores the IRS exam? This webinar is intended to provide a practical road map for tax professionals who want to assist their clients with a closed examination, including discreet steps designed to streamline the research process and determine what to do next.

Learning Objectives:

• Analyze closed exam issues using transcripts and other resources


• Determine the best practices for obtaining notices to further research and determine next steps


• Evaluate the options available to correct an examination assessment after the fact

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222