CPAacademy.org | IRS PRESENTING: CORRESPONDENCE EXAMINATIONS

Content Provider

Self-Study CPE

IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
View Details/Register

TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES
View Details/Register

IRS PRESENTING: ADVOCATING FOR TAXPAYERS WHO RECEIVE COLLECTION NOTICES
View Details/Register

WORKER CLASSIFICATION: EMPLOYEE OR INDEPENDENT CONTRACTOR?
View Details/Register

EXPATRIATION AND THE EXIT TAX: PROS AND CONS OF RENOUNCING CITIZENSHIP
View Details/Register

NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
View Details/Register

WORLD OF EMPLOYEE FRINGE BENEFITS
View Details/Register

PROTECTING YOUR BUSINESS AND YOUR FAMILY
View Details/Register

PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099
View Details/Register

THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
View Details/Register

IRS PRESENTING: CORRESPONDENCE EXAMINATIONS

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes (Federal Tax)

CE Credits 1.0 hour

Course Id# - HURS9-T-00146-17-O

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Small Business Owner

Series: Bookkeeper, Taxes, Enrolled Agents, IRS Classes, Women in Accounting

Course Description

This presentation will cover the Correspondence Examination process and key steps for issue resolution and case closure.

We will explain why you may deal with more than one campus location. We will talk about what type of issues or schedules are worked in the Correspondence Exam program and in which campuses the Small Business Self-Employed (SB/SE) and the Wage and Investment (W&I) divisions conduct correspondence examinations.

This presentation will also cover how returns are selected, the criteria for defining what type of examination cases can be worked via correspondence, and provide examples of records that may be requested, common issues and the letters and notices associated with the Correspondence Examination Program.

The session will conclude with information on how to resolve disagreements, the audit reconsideration process and direct you to numerous resources for additional information.

Kathleen Fox

IRS
Sr. Stakeholder Liaison

409-740-7800

Kathleen began her career with the IRS in 2000 working in adjustments, processing amended returns and working taxpayer correspondence. She also worked as a Contact Representative answering calls on the toll-free line providing customer service to both taxpayers and representatives.

In 2006, Kathleen took a position with the Examination Division as a Tax Compliance Officer working in the Office Audit program in the Overland Park, Kansas Post of Duty for six years before becoming the TCO Group Manager for Overland Park, Wichita, Topeka and Springfield, MO.

Kathleen has been with Stakeholder Liaison Field, providing outreach and education for 4 years. She enjoys problem solving and helping tax professionals navigate IRS products and procedures.

Additional Materials

Correspondence Examination Presentation handout

Webinar FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

The IRS is a bureau of the Department of the Treasury and one of the world's most efficient tax administrators. In fiscal year 2012, the IRS collected more than $2.5 trillion in revenue and processed more than 237 million tax returns.