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End CP2000 Notices: Understand & Avoid Automated Underreporter (AUR) Audits

END CP2000 NOTICES: UNDERSTAND & AVOID AUTOMATED UNDERREPORTER (AUR) AUDITS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 4, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

A CP2000 notice is issued when a taxpayer fails to report all income on a tax return. While frequently this is an honest mistake or oversight, that explanation does not matter to the IRS. Automated Underreporter (AUR) exams impact millions of taxpayers each year—resulting in billions of taxes, penalties, and assessments being assessed by the IRS. 

Imagine being able to notify a client months in advance that they might be subject to an Automated Underreporter (AUR) exam. Utilizing IRS transcripts, you can predict if your client may be about to receive a CP2000 notice, helping your client save money and stopping the blame game once and for all. 

Learning Objectives:


  • Recognize how the IRS Automated Underreporter (AUR) exam program works

  • Recall how transcripts, and transcript software, can assist you in spotting issues MONTHS before the IRS takes action

  • Summarize best practices and effective steps to address a potential AUR exam, potentially saving your client money

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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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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.

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.