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IRS office and field audits are rare and are one of the most serious IRS compliance enforcement actions. Most office and field audits result in adjustments to the return and accuracy penalties. Taxpayers who are subject to an office or field audit require expert representation as the face-to-face audit process is complex and can take months, even years, to complete.

This module will dive deep into the scope, depth, and comprehensive nature of both office and field examinations. We will expand our knowledge and representation skills in the four-step office audit process and the four-stage field audit process by exploring the special features in these examinations. We will cover the types of audits and the common issues in many field audits. We will also cover how the IRS assesses penalties and how to defend your client against accuracy penalty determinations. Finally, we will go in depth into the options to dispute audit adjustments, including IRS appeals, so you can properly be prepared to represent the client before IRS auditors and obtain the best outcome for the client.

Learning Objectives:

  • Recognize the scope and depth of the different types of IRS face-to-face audits and the seriousness of this enforcement action
  • Obtain a refresher on the four-step office audit process and how to quickly resolve an office audit. Understand common issues in an office audit.
  • Represent your client during the entire audit process by understanding and applying best practices in the four stages of a field audit
  • Understand special audit techniques and features of an IRS field audit, including the different methods the IRS uses to investigate the taxpayer
  • Recognize and understand common issues in IRS small and mid-size business audits and how to represent your clients if they have these issues
  • Understand when the IRS will propose an accuracy penalty and how to defend your client from penalties
  • Understand the formal and informal audit appeals options, including how to use the IRS Independent Office of Appeals, to resolve an audit dispute. Recognize judicial options and when to use IRS audit reconsideration to resolve an audit.

Who Should Attend:

This webinar is essential for tax and accounting professionals who want to provide high-value resolution services to their clients:

  • CPAs and Chartered Accountants handling tax controversy or compliance matters
  • Tax attorneys representing individuals, partnerships, corporations, or high-net-worth clients
  • Enrolled Agents (EAs) who appear before the IRS regularly
  • Tax consultants and advisors involved in audit defense strategies
  • Former IRS professionals transitioning into private representation work
  • Partners and managers in accounting firms supervising audit-response teams
  • Corporate tax managers and in-house tax counsel dealing with federal examinations
  • Financial professionals working with complex entities such as partnerships, S corporations, trusts, and international taxpayers
  • Professionals preparing for advanced tax controversy practice or IRS representation specialization

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

1. How can I register for this webinar/course?

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2. Is it possible to register someone else for this course? If so, how can I do that?

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3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

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  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

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Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

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