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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.
Learning Objectives:
Session Highlights:
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.
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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.
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.
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Representing Your Client in an IRS Audit
IRS Penalties and Abatements
Advanced QuickBooks Online Analysis
Tax Legislation Alert: The One Big Beautiful Bill Act of 2025 (OBBBA)
Employer and Payroll Updates due to the OBBBA
Obtaining and Understanding Your Client's IRS Account Information
Medical Deductions Deep‑Dive: Breaking Down IRS Rules
S-corporation Basis and Form 7203
Payroll Tax Reporting and Compliance for Year-End 2025 and Year-Beginning 2026
OBBBA Tax Reporting Changes | 2026 IRS Form W-2