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IRS Tax Practice & Procedure Introduction

IRS Tax Practice & Procedure Introduction

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00366-21-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0220)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00366-21-S)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00366-21-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • Accuracy related Penalties
    4 mins
    26 mins
  • Preparer Penalties
    41 mins
  • Initial return Review
    61 mins
  • Ex Parte Communications
    79 mins

Course Description

Starting a tax practice is like starting any small business – it requires a lot of work. Generating multiple line of services such as accounting, payroll, tax preparation, tax advisory, tax representation, and tax consulting etc. to serve wide variety of clients takes years of quality services to establish a loyal client-base.

Establishing yourself as an independent tax preparation professional is a great way to acquire financial independence, whether you're practicing full time or supplementing your income from another source. It is a unique and intricate process, with Internal Revenue Service (IRS) requirements and ever-changing laws adding to the complexity.

Whether you are planning on becoming a solo practitioner or starting a larger practice, this special webinar provides a detailed explanation of the steps you can take to start your own professional tax practice that will help ease the process for you. With the right tools, experience and an entrepreneurial drive, you can become one of the many tax return preparation businesses that help 80 million Americans file each year.

The Internal Revenue Code creates a complex set of rules that need to be followed in order to successfully help your client through any adversarial processes.

Key Highlights of the Webinar:

  • The basics of tax practice and procedure.
  • Limitations and proper techniques of Tax Statutes.
  • Different ways of dealing with IRS administrative challenges

Learning Objectives

  • To understand the different IRS statutes of limitation
  • To apply rules to understand the IRS audit process
  • To apply rules to understand the IRS collection process
  • To determine if the Administrative Procedures Act applies to different IRS conduct
  • To determine when practitioner penalties could arise

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Young CPA





Very good information was presented


The class covered all the material I expected. I learned some new thing too. The instructor was very engaging & I enjoyed how he structured the class.


Very happy to have these webinars available on-demand. The timing of live webinars can be difficult to work around.


The webinar was very informative.