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IRS Representation Series - Steps to Take After Successful Collections or Audits

IRS Representation Series - Steps to Take After Successful Collections or Audits

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-00540-21-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0521)

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

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00540-21-S)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00540-21-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

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

The topic is also scheduled as live webinar on the following dates

Oct 20, 2021 | 02:30 PM EDT Register


  • Table of Contents
    3 mins
  • Explanations of IRS Letters
    12 mins
  • When You May Need to Amend
    25 mins
  • Some Attributes Only Partially Reduced
    37 mins
  • Amending Open Statue Years
    45 mins
  • Amending State Returns
    68 mins

Course Description

An IRS audit is a review/examination of an organization's or individual's accounts and financial information to ensure information is reported correctly according to the tax laws and to verify the reported amount of tax is correct.

Less than 1% of TPs are audited each year or about 1.5M returns.

The audit process doesn't end with successful collections or OIC.

During this online continuing education course, you'll learn more about the complexities of closing letters, lien release, adjustment of tax attributes, and amending prior federal and state returns.

This Online CPE course will cover the following topics:

  • The end of the audit
  • Closing letters - how to read them, and ensuring you get them, and the importance of ensuring you get them
  • Adjustment of tax attributes
  • Amending prior IRS and State returns affected by the settlement
  • Preparing current year returns based on audit results
  • Successful Collections - OIC or IA
  • Getting liens released

This Online Accounting CPE Course is one of the best courses for Accountants and Approved for CPE Credits for CPA, AFSP, EA, & other tax preparers. It's a Part of Series:

Learning Objectives

  • To identify and apply a list of steps to take after an audit has been successfully resolved, and after a collections battle has been won
  • To recognize which form to use to file an amended return
  • To recognize the worst result in an audit
  • To identify what would not cause you to have a reduction in tax attributes
  • To recognize what you need in order to get certain liens or levies released, after a successful audit reconsideration
  • To identify which form to use to get a quick refund when you have a net operating loss for certain Farming Losses on the current year's tax return

Who Should Attend?

  • Accounting Firm
  • Annual Filing Season Program
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA