The Dreaded IRS Letter: Handling Troublesome IRS Correspondence


May 08, 2019


Daniel J. Pilla

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes


Though every letter from the IRS shouldn’t be a cause of alarm, ignoring them is not a wise idea for taxpayers. Each year the IRS sends out a variety of letters to taxpayers. While some are send just for the purpose of information, others may require a response.

In fact, there are 76 different types of letters that the IRS sends on a large array of topics. Your clients should always be prompt to respond and keep all copies of correspondence with the IRS.

If your client receives audit and collections notices, they must know how to respond and protect their appeal rights. Firstly, it’s important to identify the various types of notices that that IRS sends to taxpayers.

This informative session by US Tax Court practitioner and IRS negotiation expert, Daniel J. Pilla, USCTP, EA, will give you an expert view of how the IRS sends letters to taxpayers and how to handle troublesome IRS correspondence in the best interests of your clients. Dan is uniquely qualified to explain how to identify and handle the full spectrum of IRS notices. This information is vital to any tax practitioner representing taxpayers before the IRS.

Session Highlights:

  • How to respond to audit and collection notices to protect your clients’ appeal rights
  • How to identify the various notices IRS uses to communicate with taxpayers
  • Understanding the difference between audit letters, adjustment letters and collection notices
  • The difference in the various collection letters and the significance
  • The appeal rights that apply to the full spectrum of collection notices
  • Which notices do not carry appeal rights and why
  • The notices the IRS uses to communicate in an audit
  • Which audit notices do and do not carry appeal rights

Also Includes:

  • Live Q&A session with speaker
  • Detailed note-taking outline containing all statutory and judicial references
  • Certificate of attendance
  • CLEs as applicable

Who Will Benefit:

  • CPAs
  • Enrolled Agents
  • Tax Attorneys