2025 IRS Audit and Representation: A Step-by-Step Guide for Tax Professionals

Credit(s)

IRS CPE Credits: 1 Tax hour

From Notification to Resolution: Essential Tools for Managing IRS Audits

Handling IRS audits can be one of the most challenging aspects of tax practice. With audits posing significant risks to taxpayers and their advisors, understanding the process and mastering representation strategies are critical. This webinar by tax attorney Nicholas Preusch is designed to equip tax professionals with the expertise needed to confidently navigate the audit lifecycle, from the moment an IRS notification arrives to the resolution stage.

During this session, Nick will explore common audit triggers, demystify IRS procedures, and share actionable steps to prepare and respond effectively. Whether you’re assisting clients in gathering documentation, communicating with IRS agents, or negotiating settlements, this webinar provides the essential tools and knowledge to minimize risks and secure successful outcomes.

Join us for this informative webinar  to strengthen your skills, stay informed on best practices, and help your clients achieve the best possible results during IRS examinations.

Webinar Objectives

• A comprehensive understanding of the different types of IRS audits and their triggers.
• Insights into the timelines and procedures involved in IRS audits and examinations.
• Strategies to effectively represent clients and present persuasive documentation.
• Knowledge of key evidence and best practices for a strong audit defense.
• Techniques to negotiate settlements and manage appeals efficiently.

Webinar Agenda

• Introduction and Overview
  • The scope of IRS audits and taxpayer rights.
  • Types of audits: Correspondence, Office, and Field Audits.
• Audit Triggers and Red Flags
  • Identifying common audit triggers and red flags.
  • Preventive measures to help clients reduce their audit risk.
• Navigating the Audit Process
  • Handling initial IRS contact and understanding taxpayer rights.
  • Meeting deadlines and fulfilling procedural requirements.
• Effective Representation Strategies
  • Preparing client documentation and evidence.
  • Best practices for communicating with IRS agents.
• Resolving Audit Outcomes
  • Exploring settlement options like installment agreements and offers in compromise.
  • Managing appeals and navigating the IRS Appeals Process.

Who Should Attend

• Accountants
• Tax Preparers
• EA’s
• CFOs / CEOs
• Financial Compliance Professionals
• Tax Attorneys