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IRS office and field audits represent some of the most serious compliance enforcement actions faced by taxpayers and tax professionals. These face-to-face examinations are often comprehensive in scope, highly document-intensive, and can extend over long periods while exposing taxpayers to additional tax assessments, penalties, and potential appeals proceedings.
This webinar is designed to provide tax professionals with a practical and advanced understanding of IRS office and field audit representation strategies, including the procedural, technical, and advocacy skills necessary to effectively manage complex IRS examinations.
Participants will learn how to navigate the four-step office audit process and the four-stage field audit process while understanding the IRS examination techniques, investigative procedures, and documentation requirements commonly encountered during audits involving individuals, businesses, partnerships, corporations, trusts, and high-net-worth taxpayers.
The session will also explore audit defense strategies, accuracy penalty determinations, taxpayer representation best practices, audit reconsideration procedures, and both formal and informal appeals options available through the IRS Independent Office of Appeals.
Through practical examples, procedural guidance, and real-world audit scenarios, attendees will strengthen their ability to manage IRS examinations, defend clients effectively, and improve outcomes during federal audit disputes and compliance enforcement actions.
Overview of IRS office and field audit procedures
Understanding the scope and seriousness of face-to-face IRS examinations
Differences between office audits and field audits
The four-step office audit process and resolution strategies
Common issues encountered during IRS office audits
The four-stage IRS field audit process
Best practices for representing clients during field examinations
Understanding IRS audit techniques and investigative methods
Special features and procedures involved in field examinations
How the IRS gathers and evaluates taxpayer documentation
Managing document requests, interviews, and information submissions
Common issues in small and mid-size business audits
Audit considerations involving:
IRS examination methods used to identify compliance risks
Understanding accuracy penalties and penalty determination procedures
Defending clients against IRS accuracy-related penalties
Managing communications with IRS Revenue Agents and examiners
Strategies for reducing audit exposure and managing examination risks
Formal and informal audit appeal procedures
Using the IRS Independent Office of Appeals effectively
Understanding judicial options available after audit disputes
IRS audit reconsideration procedures and when to utilize them
Practical audit defense strategies for tax professionals
Managing long-term and high-risk IRS examinations
Best practices for preparing clients for IRS audit interactions
Real-world examples involving office and field audit representation
CPAs and Chartered Accountants
Enrolled Agents (EAs)
Tax Attorneys and Tax Controversy Professionals
Tax Consultants and Tax Advisors
Former IRS Professionals transitioning into private practice
Accounting Firm Partners and Managers
Corporate Tax Managers and In-House Tax Counsel
Financial Professionals handling complex tax matters
Professionals representing:
Practitioners seeking advanced IRS representation and audit defense knowledge
Anyone involved in IRS compliance, examinations, or tax controversy resolution
IRS / CPE Credits: 2.0 TAX
Delivery Method: Group Internet-Based
Session Format: Live Virtual Webinar with Q&A
Program Level: Advanced
Prerequisites: Basic familiarity with IRS examination procedures recommended
Attendance Requirement: Required for live CPE credit
LIVE means you can attend the class in real time on the scheduled date and time.
The link to join the class will be shared with you 30 minutes to 1 hour before the class begins.
On-Demand means you can watch the recorded class at your convenience.
The link to access the class will be shared 48 hours after the commencement date of the live class.
You can let us know your preferred date to receive the link.
Note: Once the link is shared, you can access the class for three (3) days.
Web Download allows you to download the class recording for offline viewing.
The download link will be shared with you within 48 working hours after the commencement of the class.
An e-Transcript is a written text version of the entire class session.
It is useful for note-taking, revision, and quick reference.
The e-Transcript download link will be shared within 48 working hours after the commencement of the class.
This option includes: