This session will cover the IRS examination process and how to identify IRS examinations before they officially begin. Once the examination has been recognized, the practitioner will learn how to identify the cause of the audit and mitigate the effects of the audit on the taxpayer by being proactive.
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.
Catharine is a skilled attorney with diverse experiences in managing client relationships and employees. Since 2012, she has successfully helped clients and employees navigate the complex and bureaucratic rules of the Internal Revenue Service.