IRS Problem Solving: A Practical Overview
Includes Audit and Collection Procedures - Recorded 5/7/26
Tax professionals regularly assist clients with IRS notices, balances due, audits, and other compliance issues. This course provides a foundational overview of IRS problem representation, focusing on the common issues practitioners encounter and the tools available to resolve them, including various IRS transcripts. Designed as a practical introduction, the course highlights how to prepare authorizations, analyze IRS problems, communicate effectively with the Service, and provide value to clients facing tax controversy.
Learning Objectives
- Describe the most common IRS problems faced by individuals and small business clients.
- Identify the primary tools and procedures available for resolving IRS issues.
- Explain best practices for communicating with the IRS on behalf of clients.
- Apply a step-by-step framework to evaluate and resolve a client's IRS problem.
Education Information
IRS Program Number: NMVBP-T-00324-26-S
Credit hours: 2 NASBA CPE / 2 IRS CE
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS Self-Study (NASBA); On-Demand (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)
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Course expires one year after purchase.
Instructor: Thomas Gorczynski, EA, CTP, USTCP Learn more about our instructors here.
All continuing education is provided by Gregory & Associates, Inc doing business as Compass Tax Educators. Click here for more information regarding our refund, education and complaint policies.
