Course Details

Tips For Handling IRS Field Audits

Webinar: ID# 1018029
Recorded CD
About This Course:
The IRS says their number of face-to-face audits have increased by 56 percent. The IRS generally reserves face-to-face individual audits for businesses and the most affluent individuals.

Football teams do not go to the Super Bowl without a plan. You shouldn't go to an audit without learning IRS audit procedures from a former IRS Revenue Agent, Manager, and Training Coordinator.

An IRS field audit located at the taxpayer's business or representative's office can be a long, time-consuming, expensive, and cumbersome event for a taxpayer whether an individual or business. Up front planning and organizing of records hopefully will result in presenting a good image to the Revenue Agent which usually results in the Agent limiting the scope and depth of their audit.


It's Not Possible to Over Plan
  • Meet With Client
  • Initial Information Document Requests (IDRs)
  • Review Records
  • Develop a Strategy
  • Research Potential Legal Issues in Advance
Size-Up the Agent
  • Education and Authority of IRS Agent
  • Know the Taxpayer's Rights
  • Read and Enforce the Internal Revenue Manual
Follow "Your Plan"
  • Discuss Agent's Plan and Time Line
  • Be Aware of Client's Records, Business Procedures, and Facts
  • Presentation of Records
  • Subsequent IDRs - Clarify Agent's Request
  • Schedule Meetings and Regularly Agree on Status
Actions Which Are Negotiable
  • Location of the Audit
  • Interviewing the Taxpayer
  • Tour of the Business
  • Third-Party Interviews
  • Summons of Records
Options When You Disagree With Agent's Findings
  • Agree, Disagree, Ignore
  • Meet With Manager
  • Request the Fast Tract Settlement Program
  • Make a Formal Appeal Request
About The Presenters

Greta P. Hicks, CPA
  • Former IRS Revenue agent and regional training coordinator
  • After a stint as tax manager for Ernst & Young, Greta started her own business and for 34 years her CPA practice has been limited to representing persons who have IRS problems
  • Wrote, "IRS Examination and Appeals Procedures" on as well as, pilot tester of on-line continuing education courses for Thomson-Reuters
  • Wrote a number of continuing education courses on IRS practice and procedures and has articles regularly published in professional as well as trade magazines
  • Has traveled the U.S. and taught tax update seminars as well as various “Inside the IRS” topics
  • Currently active on the Texas Society of CPAs’ IRS Relations Committee and is former coordinator of Houston’s IRS/Practitioner Study Group
  • Serves on the Editorial Board of the Texas Society of CPAs and is tax editor of Today’s CPA
Tips For Handling IRS Field Audits
Available on CD format
Course Details
Share This:
About Us Privacy Guarantee Affiliate List Your Courses Contact Us My Account 5755 North Point Parkway, Suite 227 | Alpharetta, GA 30022 | 770-410-9941 |
Copyright 2018 | Web Site Development by OTAU