1040 Audit Representation (TaxMama Tax Problem Resolution Series)
How to Represent Your 1040 Client with Excellence and Confidence - Pronto!
During this course, you'll learn about taking over an audit, constructing records for clients who failed to utilize proper accounting methods, preparing records and power of attorney, as well as communicating with the IRS.
This course is for tax practitioners who want to protect their clients from IRS' audits and assessments; who want to develop the skills to prevent and/or resolve IRS assessments; and want to grow their business into this rapidly expanding market.
You can get started today and you'll have 365 days access to all materials so that you can work through the course at your own pace.
If you have questions about whether or not this course is the right fit for your needs, please feel free to contact our customer support team via email or call us (or text message us) directly (310) 422 - 1283.
Identify the Internal Revenue Manual’s rules regarding audits
Recognize where and how to research IRS audit practices for your client's industry
Differentiate IRS examiner limitations and rules
Recognize how to reconstruct missing data
Identify which deductions will definitely be lost during the audit
Recognize how to detect your client's unreported income (if any) — before the IRS does
Identify how to find deductions, credits, or adjustments that were missed on the original tax return
Recognize how you can prevail in an audit when your client is in the wrong
Describe primary reasons the IRS will select a tax return for an audit
Identify options to learn how to do tax research
All About Audits
How Audits Happen
Why They Happen
What IRS Knows
How to Get Prepared
Recognize third-party sources the IRS might use to initiate an audit
Describe methods to learn what the IRS knows about your client
Describe how to cancel an audit before it starts
Recognize readily acceptable ways to reconstruct records
Understand how to represent the Office in Home deductions
Recognize which expenses are no longer deductible
“Very Good. Picked up many points which will help me in audits.”
“Very Good. Picked up many points which will help me in audits.”→Read Less
“Knowing the technicalities of an Audit allows for a calm process of gathering the information requested and allows for a proper presentation to the Audit process and one may survive the whole process without significate injury ”
“Knowing the technicalities of an Audit allows for a calm process of gathering the information requested and allows for a proper presentation to the Audit process and one may survive the whole process without significate injury ”→Read Less
Eva Rosenberg, EA, MBA
*** Before You Start, PLEASE READ THIS!
Getting Started Quiz
Section 1 - Video Training
Section 1 - Slides (PDF)
Review Questions - Section 1
Section 2 - Video Training
Section 2 - Slides (PDF)
Review Questions - Section 2
Q & A Session Recording
IMPORTANT --> Finalizing Your CE / CPE Credits, Hours Reporting Timeline, Etc.
5 Minute Feedback
Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. 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.
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