Dealing with the IRS When a Client Gets Audited

As the IRS refines its audit selection procedures, more taxpayers with significant tax issues find themselves targets of well-prepared IRS agents. This program will address how to react when clients are notified that they are under IRS audit and will lay out a roadmap for dealing with the IRS as the audit proceeds, whether the audit is a correspondence, office or field examination. The panel’s experienced tax professionals will share their knowledge and insights to help tax practitioners be ready to help clients resolve IRS audits successfully. 

• Who the IRS audits and why
• How to avoid becoming an easy target for an IRS audit
• The techniques and procedures involved in handling an IRS audit
• How to deal with IRS Revenue Agents
• Options available when a taxpayer disagrees with a proposed tax assessment
• When case appeals or litigation make sense
• How to approach an acceptable offer to settle during an appeal
• How to avoid tax return preparer penalties 

• Represent clients at all stages of an audit of a tax return
• Co-represent clients with attorneys so as to most fully protect the client’s interest