Tax Audit Red Flags & How to Survive an IRS Audit (Checklists)


August 09, 2023


Daniel J. Pilla

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

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


Being audited by the Internal Revenue Service is something every individual and business would like to avoid. While there’s no way to eliminate the risk, there are things you can do to minimize the chances of being audited. One of the most important is knowing what acts as audit red flags and may make the IRS want to take a closer look at your taxes.

During an audit, the IRS will ask you for information and documents that explain your position on your tax return. It’s important to provide the information just as the IRS requests it. If you have a licensed practitioner handling the audit, help your tax pro with the facts, and your tax pro will work with the IRS.

The IRS audits taxpayers to determine the accuracy of tax-related financial records, If you are being audited, the IRS will contact you by mail or telephone. Included in the notice will be the specific information that is to be examined and what supplementary documents you may need to present.

Join this informative and insightful webinar with expert speaker Daniel J. Pilla. will provide you with some insider tips, practical steps and effective approaches to confidently represent your client and instill further confidence in your practice. 

Learning Objectives:

  • Exactly how the IRS selects returns for audit
  • The 3 key steps to controlling a face-to-face audit
  • 4 grounds rules to set with an auditor
  • What constitutes adequate proof of a deduction
  • Dealing with the 4 most common unreasonable IRS demands 
  • 5 key negotiate strategies
  • How to calculated the Assessment Statute Expiration date
  • How to evaluate whether to sign a collection statute waiver
  • How to reconstruct lost records
  • Using affidavits to prove deductions
  • The Cohan rule and how to use it
  • Using your client’s own testimony to prove deductions
  • When the IRS uses its summons power and how to avoid it 
  • How to read an examination report
  • How to write a Protest Letter to appeal an audit decision
  • What every tax pro needs to know about a Notice of Deficiency

Who Should Attend?

Bookkeepers & Accountants & Tax Preparers California Registered Tax Professional Certified Public Accountant (CPA) CPA (Industry) CPA - Large Firm CPA - Mid Size Firm CPA - Small Firm Maryland Tax Preparers Oregon Tax Preparers Tax Accountant (Industry) Tax Attorney Tax Firm Tax Professionals Young CPA

Credits and Other information:

  • Recommended CPE credit – 2.0 Tax Hours
  • Recommended field of study – Tax
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 138804
  • IRS Course ID: DFFSC
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Download Conference Material

Download Here (Password Needed)