Representing Clients in IRS Examinations


November 05, 2018


Robert E. McKenzie

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


Preparation is essential to successful represent a client during an IRS audit. An attorney, CPA or enrolled agent can represent a client before the IRS. Typically, most clients fear the IRS, especially when it’s an audit, and often need the assurance and expertise of a seasoned professional to sail them ashore.

After you examine the correspondence from the IRS to your client and spot the important issues, it’s important that you do some preliminary research before the interview. There are many tricks of the trade that you can employ to successfully represent your clients before the IRS. One of the most important of them is identifying the name of the IRS employee handling your file. You have a better chance of success if you deal directly with a person opposed to the error-prone IRS computer or telephone system.

As malpractice suits against EAs, CPAs, attorneys and other professionals are at an all-time high, it’s important that you protect your client and yourself from mistakes by carefully agreeing as to the scope of representation and follow up with an engagement letter.

Join us for more such success secrets, tips and best practices in this informative webinar by tax attorney, Robert E. McKenzie as he shares step-by-step guidelines and instructions on how to best represent your client in an IRS examination. From establishing an initial connection with a prospective client, assessing your client’s position and documentation to preparing for the IRS interview and reaching a settlement – all of these steps will be discussed in a practical and easy to understand manner.

Session Highlights:

  • Establishing representation
    • What the client should provide prior to the interview
    • Initial interview
    • What do discuss with the client
    • Documents to obtain
    • Scope of representation
    • Evaluating the client’s case
    • Audit strategy
  • Power of attorney or declaration of representative
    • Form 2848
  • Burden of Proof
  • Document retention and destruction systems
  • Requesting documents from IRS
  • Preparing for audit interview
  • Research
  • Using the Internal Revenue manual
  • The Audit
    • Where should the audit take place?
    • Should the taxpayer be at the audit?
    • The practitioner’s role in the audit
    • Establishing trust and competence with the IRS agent

Who Will Benefit:

  • CPAs and Enrolled Agents
  • Finance and Accounting Professionals
  • Accounting and taxation firms
  • Law firms dealing with tax issues
  • Profit businesses involved in joint ventures with nonprofit organizations

Download Conference Material

Download Here (Password Needed)