IRS Tax Problem Solving Fundamentals 2022

Author: Jim Buttonow

Most IRS tax problems are solved by working directly with an IRS central campus or a local office. In this webinar, you will learn how tax professionals can effectively and efficiently work with the IRS to resolve client tax problems. We will cover essential IRS practice elements such as obtaining information from the IRS, representation requirements (including Circular 230), and the tax problems solutions that you will use the most for the five categories of tax problems.

Publication Date: August 2022

Designed For
All tax professionals, licensed and unlicensed, who need to resolve IRS notices, taxpayer problems, and/or have to interact with the IRS on behalf of their clients.

Topics Covered

• IRS enforcement trends and IRS personnel involved in the in tax problem solving process
• Who can represent taxpayers before the IRS and IRS authorizations, including Power-of-attorney and Tax Information Authorizations
• Securing taxpayer account information from the IRS, including how to use IRS e-services and interpreting IRS transcripts
• The five primary tax problem categories, and the most often used solutions to resolve the most common tax problems
• Solutions to resolve the most common notices and problems and tips to get the best outcome for your client
• Best practices in resolving issues with the IRS

Learning Objectives

• Recognize the five primary tax problem categories and often used solutions to tax problems
• Describe your responsibilities in representing a taxpayer before the IRS
• Identify how to file and manage authorizations to represent your client
• Recognize how to obtain information form the IRS, including a complete compliance history from the IRS' perspective
• Recognize how to utilize the different types of IRS transcripts to resolve your client's tax issue
• Recognize how to utilize practice tips to get the best outcome for your client with a tax problem
• Identify what percent of tax liability taxpayers voluntarily report, based on IRS statistics
• Identify the most common action in tax problem solving
• Differentiate which IRS Form is filed with respect to tax information authorization
• Recognize which category of tax problems impact approximately 3.1 million taxpayers annually (mostly individuals)
• Identify the first step in the 3-step tax problem solving process

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None