Course Description:
The IRS is pivoted to a digital first service strategy since 2022. To that end, the IRS is developing more and more digital tools. However, many taxpayers, and their tax pros, are not aware of the online options when working with the IRS. In this course, you will discover the many ways taxpayers and tax pros can work with the IRS online using the many tools offered by the IRS. Tax pros will be able to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and solve common issues.
Tax firms can be proactive in using IRS tools and transcripts in resolving IRS issues. In this webinar, you will learn one strategy to help your firm be more proactive in obtaining IRS account information and addressing client IRS issues.
This course provides tax professionals with a practical overview of the IRS’s expanding suite of digital tools and how to leverage them effectively in client service. Participants will gain a clear understanding of both the current capabilities and future direction of IRS online platforms, along with guidance on obtaining and managing access.
The course covers how to use these tools to streamline client support, including activating and submitting Forms 2848 and 8821 electronically, and navigating situations that require direct interaction with the IRS beyond standard tax filing. Attendees will also explore the strategic use of IRS transcripts and learn how to establish proactive client account access to resolve issues more efficiently and improve overall service delivery.
Learning Objectives:
- Identify common reasons taxpayers and tax pros have to work with the IRS outside of filing a tax return
- Identify the current and future scope of IRS online tools
- Explain how to get access to IRS digital tools
- Recognize how to use IRS digital tools effectively in helping your clients
- Identify the future features of IRS digital tools
- Recognize how to activate filing and recording Forms 2848 and 8821 online with the IRS
- Identify practical uses for IRS transcripts
Session Highlights:
- Working with the IRS
- IRS Account Access: SADI
- Taxpayer Online Tools
- Third-party Authorizations
- Tax Pro Online Tools
- IRS Transcripts
- Best Practices, Tips, and Common Uses for Transcripts
- Real-time Access to Client IRS Transcripts
Who Should Attend:
Tax professionals and tax firm leaders who want to optimize their firm’s skills and time-saving techniques when helping obtain and understand client IRS information and issues.
Credits & Other informations:
- Delivery method: Group Internet Based
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Speaker : Jim Buttonow
CPA, CITP, has been a leader in helping taxpayers and tax professionals resolve tax problems with the IRS.
For 19 years, Jim worked at the IRS in various compliance enforcement positions. Since 2006, Jim has been in private practice and tax and accounting software development. Jim consulting practice focuses on the areas of tax controversy and tax administration. Jim led product development and marketing for a successful software company that developed tax problem software for tax professionals. This software is currently being used by thousands of tax professionals and businesses in the United States.
Jim has been an IRS partner in improving IRS operations and post-filing service to taxpayers. Jim served as chairperson of the IRS Electronic Tax Administration Advisory Committee (ETAAC) in 2015 and 2016 during which ETAAC played a central role in promoting the IRS digital strategy to develop transformative technology solutions to systemic challenges in tax administration. Jim also served as the North Carolina representative on the IRS’ Taxpayer Advocacy Panel (TAP) from 2020-2022.
Jim regularly speaks on areas of tax administration and problem solving to national associations and has testified before Congress in areas of tax administration. He has also published many articles in industry publications. In his articles, Jim focuses on delivering practical insights, advocating for IRS transparency and efficiency, and proposing innovative large-scale solutions for taxpayers and tax professionals.
Jim currently authors CCH’s Tax Problems and Solutions Handbook, a publication aimed at helping tax pros work more effectively in post-filing matters and resolving their clients’ most common tax problems
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