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Over 70 million taxpayers each year must interact with the IRS outside of filing a tax return. Many of these taxpayers need their account information at the IRS for a variety of reasons, including resolving an IRS notice or tax problem or getting their tax information for other uses, like applying for financial aid or a loan. Tax professionals are repeatedly called on by clients to help both obtain and understand their IRS information. Also, effective tax problem solving requires that the tax professional conduct effective due diligence which includes understanding their client’s IRS account information.
This course will go into the importance of understanding taxpayer account information, including the most current methods to obtain, analyze, and use the five types of IRS transcripts. We will also cover how to interview the IRS to get other critical tax account information.
Learning Objectives:
Topics Covered:
Who Will Benefit?
Tax professionals and tax firm leaders who want to be able to understand how to obtain, understand, and use IRS account information to answer client questions and resolve common tax issues with the IRS
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