THE 2026 PASS INCLUDES THIS COURSE.
Do NOT purchase this course separately if you buy a 2026 PASS.
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 individual and small business clients.
Identify the primary tools and 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-O
Credit Hours: 2 CPE (NASBA); 2 CE (IRS)
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based (NASBA); Online Webinar (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)
Instructor: Thomas Gorczynski, EA, CTP, USTCP Learn more about our instructors here.
If you can't attend this live webinar, you'll be automatically enrolled in the on demand version of this course where you can still earn CPE/CE.
Refund Policy: Refunds processed prior to noon ET the day before the live event are subject to a $25 processing fee. No refunds will be given for live webinars after noon ET the day before the event, but if you are unable to attend the live webinar for any reason you will be given access to the on demand webinar on the same topic. Click here for more information about our education, refund, and complaint policies.
