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Course Details

Tips for Handling IRS Field Audits

xactimate-software-training-live-online
Webinar: ID# 1013688
Recorded CD
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About This Course:
Between fiscal year (FY) 2000 and FY 2011, 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.

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.

Football teams do not go to the Super Bowl without a plan. You shouldn't go to an audit without knowing what to expect! Attend this live audio conference and learn IRS audit procedures from a former IRS revenue agent, manager and training coordinator.

Learning Objectives:

  • You will be able to review actions which are negotiable
  • You will be able to identify options when you disagree with agent
  • You will be able to explain a formal appeal request
  • You will be able to describe and develop a strategy

Agenda

I. It's Not Possible to Over Plan

  • Review Records
  • Develop a Strategy
  • Education and Authority of IRS Agent
  • Information Document Requests (IDRS)
  • Presentation of Records
  • Know the Taxpayer's Rights

II. Actions Which Are Negotiable

  • Location of the Audit
  • Interviewing the Taxpayer
  • Tour of the Business

III. Size-Up the Agent

  • Know and Use the Facts
  • Research Potential Legal Issues in Advance
  • Read and Enforce the Internal Revenue Manual

IV. Options When You Disagree With Agent

  • Meet With Manager
  • Request the Fast Tract Settlement Program
  • Make Formal Appeal Request

Who Should Attend

This live audio conference is designed for accountants, CPAs, tax managers, tax preparers, CFOs, controllers, enrolled agents, business managers and owners, presidents, vice presidents, CEOs, executives, bookkeepers and attorneys.

About The Presenter

Greta P. Hicks, Certified Public Accountant

  • Former IRS audit manager and tax manager for Ernst &Young
  • For 24 years her CPA practice has been limited to representing persons who have IRS problems
  • Writer and presenter of both live and web-based educational courses for the Gear Up, University Of Houston School of Optometry, the Texas Society of CPAs, California CPA Foundation, Texas A&M Agricultural Extension Service, plus dozens of other professional, trade and educational organizations
  • Wrote "IRS Examination and Appeals Procedures" on www.CCH.com
  • Pilot tester of on-line continuing education courses for Thomson-Reuters
  • Wrote a number of continuing education courses and had article published in professional as well as trade magazines
  • Currently serves on the Editorial Board of the Texas Society of CPAs and is Tax Editor of Today's CPA
  • Active on the TSCPA IRS Relations Committee and former coordinator of Houston's IRS/Practitioner Study Group

Continuing Education Credit

Credit is available only for the LIVE webcast. Recorded versions do not qualify for credit. Only registered and paid attendees will receive continuing education credit. Certificates of Completion are provided to each registered attendee. Your certificate will be emailed to you within two weeks following completion of the program.

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