The Dreaded IRS Letter: How to Be Prepared and Respond to Critical Collection Notices

After a two years where the IRS was not sending out notices due to staffing, they are now sending them in mass.

Hundreds of thousands of IRS letters are going out and you are the first one your client will turn to for help.  It is important you know how to preserve your clients’ rights when faced with any collection notice and avoid disastrous mistakes caused by misunderstanding and mishandling IRS notices.

Build value and increase client trust in your abilities by properly responding to IRS notices by keeping your client in the strongest possible position to resolve any IRS problem before it gets too big.

• How to respond to audit and collection notices to protect your clients’ appeal rights
  
• How to identify the various notices IRS uses to communicate with taxpayers
• Understanding the difference between audit letters, adjustment letters and collection notices
• The difference in the various collection letters and the significance
• The appeal rights that apply to the full spectrum of collection notices
• Which notices do not carry appeal rights and why
• The notices the IRS uses to communicate in an audit
• Which audit notices do and do not carry appeal rights 

Learning Objectives:

• Learn how to preserve your clients’ rights when faced with any collection notice 
  
• Avoid disastrous mistakes caused by misunderstanding and mishandling IRS notices
• Build value and increase client trust in your abilities by properly responding to IRS notices
• Keep your client in the strongest possible position to resolve any IRS problem before it gets too big

Who Will Benefit:

• Certified Public Accountants (CPAs)
  
• Enrolled Agents (EAs)
• Tax Professionals
• Tax Attorneys
• Tax Compliance Managers
• Other Tax Preparers
• Accountants

Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Speaker Profile:

Daniel J. Pilla is a tax litigation consultant, premier proponent and advocate of taxpayer rights. For over three decades, Dan has been tremendously successful in his negotiations with the IRS. Regarded as one of the country’s premiere experts in IRS procedures, Dan provides people across the country with sound solutions to their tax-related problems. He has helped countless thousands of citizens solve personal and business tax problems they thought might never be solved. Furthermore, Dan’s proven techniques can effectively prevent IRS problems before they begin.

Dan is the author of over fourteen books, dozens of research reports and hundreds of articles. Dan’s work is regularly featured on radio and television as well as in major newspapers, leading magazines and trade publications nation-wide. His books have been recommended by prominent magazines and financial publications such as the Wall Street Journal, Money, Family Circle, Investor’s Business Daily. The Wall Street Journal ranked Dan's book, “The IRS Problem Solver”, as the number one tax book in America. Dan has written or contributed to major articles for Reader’s Digest, National Review, Reason, USA Today Magazine and others.