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1 CPE CreditTaxes

IRS Representation Essentials: Notices, Audits, and Collections

· · 60 min

About this webinar

Sooner or later, every practitioner fields an IRS notice — and how you respond sets the tone for everything that follows.

This primer walks through the representation lifecycle: reading and responding to notices, managing an examination, and working through the collection process on a client's behalf.

What you'll learn

  • Interpret common IRS notices and determine the appropriate response and deadlines.
  • Prepare for and manage an IRS examination from initial contact to resolution.
  • Navigate the collection process, including installment agreements and other options.
  • Understand practitioner responsibilities and authority under Circular 230.

Who should attend

CPAs in public practiceEnrolled agentsTax preparersFirm staff handling IRS notices

Your presenter

Marcus Bell, EA

CPE Instructor — IRS Representation

Marcus is an Enrolled Agent and instructor specializing in taxpayer representation before the IRS.

Course information

Field of study
Taxes
CPE credit
1 CPE Credit
Program level
Basic
Prerequisites
None
Advance preparation
None
Delivery method
Group Internet Based (live webinar)

What you'll need

  • • A computer or device with internet access (Zoom)
  • • To earn CPE: attend live and stay for the full session
  • • Your join link will be emailed after you register