Tax pros are often the first call when IRS notices arrive. This course equips you with the essential skills to identify issues, evaluate solutions, and resolve tax problems with confidence. Gain a clear understanding of Circular 230, IRS procedures, transcript analysis, and online tools—plus practical tips to strengthen your representation skills and better serve your clients.
After completing this course, you will be able to:
- Understand the scope of tax problems and common issues facing taxpayers.
- Apply the duties and rules of engagement under Circular 230.
- Identify solutions and options to resolve tax problem issues and work effectively with the IRS.
- Obtain the proper authorization to help your client.
- Understand who to work with at the IRS, including IRS accounts management, IRS campus and field compliance functions, and the Taxpayer Advocate to obtain information and resolve taxpayer issues.
- Effectively conduct due diligence in tax problem solving to understand a taxpayer’s situation and issues.
- Obtain and interpret IRS transcripts to understand important account information and activity.
- Effectively utilize existing and emerging IRS digital tools used in tax problem solving and information gathering.
- Use a systematic approach to effectively resolve a tax problem(s) for a taxpayer.
- Get tips and best practices in growing your representation skills.
