How to Handle an IRS Civil Audit

Course Details

Date

Friday, July 17, 2020

6:00am – 8:00am

Field of Study

Taxation

Course Number

CC2115

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Basic

Vendor

CPA Crossings

Prerequisites

None

Description

Do you have a plan in place if the IRS notifies your client of an audit? If not, this is the course to take. This extremely profitable area of tax accounting is one you do not want to watch walk out the door to another tax professional.

You may have a client or a potential client visit your office with a letter from the IRS with a Form 4564 and a large list of information requested to be presented before an auditor. Learn how to read the notices, create a case plan and checklist and other strategies to handle the IRS auditor.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this class include:

  • Overview of what to do in the case of a client audit
  • Engagement, forms, and overall management of an IRS audit

Objectives

After attending this presentation you will be able to...

  • Begin a civil audit engagement including client onboarding, pricing, engagement letters, Power of Attorney management, and how to prepare for the initial meeting with the auditor
  • Identify what the notices and forms you will encounter mean and how to read them
  • Create a case plan and checklist of documentation, files, and other items you will need from the client.
  • Recall the strategies for handling the auditor and the client

Designed For

CPAs and Accountants

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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