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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.
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:
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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