On-Demand

4 CPE

Surgent's Navigating Your Client Through the IRS Appeals Process

On-Demand
4 CPE

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

Despite the fact that a client’s tax matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process of going to IRS Appeals.

Learning Objectives

  • Recognize how to craft the appeal protest to best effect the desired findings for your client
  • Identify strategies regarding in person, correspondence, or phone conferences with IRS Appeals
  • Utilize IRS Appeals, the only level of appeal within the IRS, to avoid costly, contentious, and time-consuming court trials
  • Understand how to prepare and submit a Tax Court petition

Major Topics

  • Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less
  • Writing and filing a Formal Protest, including required information
  • Alternative Dispute Resolution options available to clients
  • Negotiation and time limitations
  • Preparing and submitting a Tax Court petition to preserve a client’s rights

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax

Prerequisites

Experience in preparing individual and business tax returns

Advanced Preparation

None

Intended Audience

Accounting and Financial Professionals who wish to represent clients with a tax matter in disagreement

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 129 129
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  • COCPA Non-Member

    $ 168 168
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