When advising clients, having accurate and up-to-date IRS account information is critical. From transcripts to account records, understanding how to properly obtain and interpret IRS data can make the difference between resolving issues quickly and facing unnecessary delays or penalties.
In this webinar, you’ll learn how to access your client’s IRS account information through authorized channels, what types of transcripts and records are available, and how to read them correctly. We’ll cover common account codes, balances, and notices, along with practical strategies for using this information to identify problems, confirm compliance, and assist with tax planning or resolution.
By the end of this session, you’ll have the tools and knowledge to confidently navigate IRS account records and use them to deliver better results for your clients.
• Identify the different types of IRS transcripts and account records available to tax professionals.
• Understand how to properly request and obtain client IRS account information through secure, authorized channels.
• Interpret key IRS account codes, balances, and transaction details to assess client tax compliance.
• Recognize common issues revealed in IRS transcripts and how to address them proactively.
• Apply best practices for using IRS account data in tax planning, compliance reviews, and problem resolution.
• The two main sources of tax account information at the IRS
• How to be authorized to obtain your clients' account information at the IRS
• The three steps of the tax problem solving process and the importance of the due diligence step
• The five types of IRS transcripts and what information is included in IRS transcripts
• How to obtain taxpayer account information from the IRS Practitioner Priority Service
Credits and Other information:
• Credit: 2.0 (Taxes)
• Level: Basic
• Format: Live online webinar
• Duration: 120 minutes
• Requirement: Full attendance
• Prep: None needed
Who Will Benefit:
• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners
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.
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2 Comments
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