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Anatomy of an IRS Audit

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Anatomy of an IRS Audit

4 Credits

$50

Subject Area

Taxes

Webinar Qualifies For

4 CPE credit of Taxes for all CPAs

4 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00312-20-O)

4 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0317)

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

4 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00312-20-O)

4 CE credit of Federal Tax Related Matters for Oregon Tax Preparers (Approval No. GEHNZ-T-00312-20-O)

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

This Course is Also Available in Self Study (On-Demand)

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Course Description

IRS audit is a complex process and it continues to unfold new leaves despite clearing so much. This webinar is for those practicing before the Internal Revenue Service. The webinar will take an in-depth view in the Examination Process i.e. What the Revenue Agent should consider          

  • Pre-Contact Responsibilities of the Agent
  • In-Depth Pre-Contact Analysis
  • Repetitive Audit
  • Collectability
  • Third Party Contacts
  • Making Initial Contact
  • Scheduling Appointment with the Taxpayer
  • Place of Examination
  • Time of Examination
  • Transfer of Returns Prior to the Initial Appointment
  • Authority to Examine Tax Returns
  • Advising Taxpayers of the Reasons for Their Examinations
  • Requesting the Audit File before the Examination begins
  • Examination Techniques
  • When the normal audit case is referred to Criminal Investigation Division
  • How to differentiate between the application of a Fraud Penalty and Negligence
  • Statute of Limitations; 3 year and 6-year statutes
  • Failure to file cases and when to file old years and when to pause and seek Counsel


It will answer the key questions like:

  • How to secure the case file even before the Audit begins. 
  • How to determine how the Audit was selected. 
  • How many years can the IRS go back during the examination? 
  • What are the red flags for the Agent to refer the case to Criminal Investigation Division? 
  • What is the criteria for a Fraud Referral by the Revenue Agent?


The webinar will go in depth covering a lot of subjects. Real Life examples will bring to life the dos and don’ts of dealing with the IRS during an Examination of your client’s return.

Learning Objectives

  • To identify the Revenue Agent's Responsibilities during the preparation for the audit
  • To recognize what can and can't be done during the Audit.
  • To recall the Revenue Agent's Audit Guidelines
  • To recognize what the Revenue Agent is supposed to do and what the Practitioner can do to represent his client knowing the do's and don'ts of what can and should be done during the audit.
  • To review the Internal Revenue Manual in the area of Revenue Agent pre-audit and audit guidelines.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • California Registered Tax Professional
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

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