How to Handle an IRS Civil Audit (2 hours)

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Jul 17, 2020

Registration: 8:30 AM / Program: 9:00 AM - 11:00 AM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: 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.

Designed For

CPAs and Accountants

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

Major Subjects

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

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.