IRS Examination Representation: A Sweeping Overview

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Learn the fundamentals of working IRS audit cases.

About this Event

While "taxpayer representation" is mostly about working on the 12 million IRS Collections cases, the Service's nearly 1 million Examination (aka, audit) cases each year provide another lucrative revenue stream for your practice. But how do you get started?

This basic 1-hour CE/CPE course will introduce attendees to the fundamentals of IRS audit cases. Students will learn how the IRS audit process works, identify the key components of a case, learn how the IRS looks at a taxpayer's books and records, and how to formulate a representation strategy.

This 1-hour CPE class starts on January 27 at:

  • 7:30am PST
  • 8:30am MST
  • 9:30am CST
  • 10:30am EST

That is not a typo: This class will start on the half-hour. We like to try new things occasionally. :)

Note: This class will be presented via Zoom. After registering, you'll receive a link to the Zoom session.

Course Objectives

  • Understand the basic tenets of IRS Examination representation.
  • Identify key components of an audit case.
  • Understand how the IRS looks at financial records.

Continuing Education Information

  • Delivery Method: Group-Internet
  • Credit: 1.0 CE/CPE hours
  • IRS CE Subject Area: Taxes (IRS: Federal Tax Law)
  • Prerequisite: None.
  • Program Level: Basic.
  • Advance Preparation: None required.
  • IRS Program Number: 4Y1UP-T-00139-20-O
  • NASBA Registry ID: 140945
  • Texas State Board of Public Accountancy CPE Sponsor ID 010474

Tax Marketing HQ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

About the Instructor

Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, and tax columnist with Florida Today. With over two decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes and IRS Collection cases.

What Others Are Saying About Our Classes

"Hi, Dan, I just wanted to tell you that I thoroughly enjoyed today's webinar. I'm a former Revenue Agent (nearly 9 years), and I've recently opened my own practice as a tax resolution specialist. Even though I'm pretty familiar with much of what you talked about, I still learned a LOT from your presentation." -Lori Rodrigues, CPA

"The instructor was knowledgeable and clear." -Natalie Mitchell, EA

"It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation." -Marsha Tisdale, EA

"Practical information for our practice future." -Donna Henderson, EA

"Great information source." -Robert Pavicic, EA

"Jassen is very knowledgeable and boils down complicated information into what is applicable, useable and practical." -Karen Stevenson, EA

"I like your honesty when presenting the materials such as what works and what doesn't work." -Sharon Ishii, EA

"Excellent... Provided a great deal of useful information and gave me food for thought." -Anthony Nazarowski, EA

"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

"I always enjoy and learn a lot in Jassen and Dan's webinars, Thank you!" -Jennifer Ginther, EA

"Now I have an idea in which direction I will turn my career. Thank you!" -Yelena Lipovetsky, EA

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