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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)

Looking for more? Browse all free Taxes CPE →

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