3:00 PM - 5:00 PM Central
This 2-hour course gives tax professionals the tools to understand, interpret, and respond appropriately to IRS correspondence. Whether the letter involves audits, collection notices, missing information, or discrepancies, participants will walk away with practical tips for communication, compliance, and resolution. Using real-world examples, the session covers common notices like CP2000, CP14, CP75,
CP504, and audit letters, as well as IRS timelines and what they expect in a reply. We’ll also talk about avoiding missed deadlines, maintaining documentation, and using AI tools where appropriate to manage responses efficiently and accurately.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
Speakers:
Mary Jane Hourani, MM, EA