Don Farmer's IRS Notices Every Tax Pro Should Recognize & How to Respond

Overview

This course reviews the most common and consequential IRS notices received by tax practitioners. Participants will learn how to quickly identify notice types, assess urgency, and respond effectively to minimize client exposure. Emphasis is placed on procedural rights, deadlines, and best practices for correspondence.

Highlights

• Overview of IRS Notice and Correspondence Processes • Identification and Interpretation of IRS Notices • Response Timelines and Procedural Requirements • Response Options and Escalation Considerations • Taxpayer Rights and Due Process • Best Practices for Notice Management and Compliance

Designed For

Tax Professionals

Objectives

1. Identify common IRS notices and their purpose 2. Determine appropriate response timelines and actions 3. Analyze when to respond, escalate, or request abatement 4. Protect taxpayer rights during IRS correspondence 5. Implement best practices for managing IRS notice workflows