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2 hours
CTEC IRS

Representing Taxpayers before the IRS

Course Description:

This is a basic level course that describes the contexts in which the Internal Revenue Service ("IRS") interacts with taxpayers in circumstances where representation of the taxpayer would be appropriate. The specific objectives of this course are to arm you with the necessary knowledge and skills to effectively represent taxpayers before the IRS with respect to both audits and collection activity. Using examples and illustrations, this course will familiarize you with the forums in which the IRS is encountered, the methods and procedures of each, and suitable responses to IRS communications. You will learn to distinguish "real" deadlines imposed by law from suggested response dates. Upon completion of this course you will have a better understanding of the options available to assist your clients at various stages of the controversy process, what to expect from IRS personnel, and what is expected of you as a taxpayer representative.

Learning Objectives:

The stated learning objectives for this course include:

  • Define various terms associated with taxpayer examinations and representation before the IRS
  • Recognize the role of the offices and divisions within the IRS who are tasked with performing audits and examinations
  • List the forms which a taxpayer may receive or use to respond to inquiries during an examination or audit
  • Identify the key IRS employees involved in the examination and audit processes and define their roles

Field of Study: Tax
Course Level: Basic
Prerequisite: None
Delivery Method: Self Study
Expiration: In accordance with NASBA standards, access to this course will terminate one year from the date of purchase. Incomplete courses will no longer be accessible beyond the one year deadline.

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