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Early Exam Detection with IRS Transcripts

EARLY EXAM DETECTION WITH IRS TRANSCRIPTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 11, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The IRS is a giant bureaucracy with massively complicated computer systems. An outsider might assume that the IRS would not want taxpayers to know they were under an impending exam and would keep it hidden. Fortunately for tax practitioners, IRS transcripts can frequently provide clues to identify individual examinations before the IRS takes action. This window offers an opportunity for tax practitioners to be proactive in dealing with impending client issues saving their clients’ money while allowing practitioners to generate additional revenue & retaining existing clients at a higher rate. 

Learning Objectives:


  • Describe how to use transcript monitoring to identify specific examinations of individual taxpayers before the IRS takes action

  • Summarize the process behind IRS examination selection and where early detection can be implemented

  • Recognize how to mitigate the audit outcome through early detection

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Taxmentor

Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS transcript analysis industry a decade ago launching Tax Help Software. Roger is a national speaker on tax industry best practices and consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.


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About Our Presenter

Taxmentor
From the makers of Tax Help Software comes the next GAMECHANGER for the Tax Industry. Created by tax pros for tax pros, Tax Mentor is your go-to resource for practical and principled tax resolution training.

So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.