course

IRS Representation Series - Winning the 1040 Audit

(5)
5
New Course
2 Hours (On-Demand)
2.0 CPE  

This course is a premium+ course it can be accessed either by individual purchase or through a premium+ subscription

Purchase this course | $84

During this course, you'll learn about taking over an audit, constructing records for clients who failed to utilize proper accounting methods, preparing records and power of attorney, as well as communicating with the IRS. This course will cover the following topics:

  • All About Audits
  • How Audits Happen
  • Why They Happen
  • What IRS Knows
  • How to Get Prepared
Learning Objectives
  • Explore All About Audits.
  • Discover How Audits Happen.
  • Recognize What IRS Knows.
  • Identify How to Get Prepared.
Last updated/reviewed: August 19, 2023

Included In Certifications

This course is included in the following Certification Programs:

10 CoursesTax Resolution Specialist Certification

  1. IRS Representation Series - Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
  2. IRS Representation Series - Getting Organized to Resolve Collection Issues
  3. IRS Representation Series - Doing Offer-in-Compromise: How to Complete the Form 656 Application
  4. IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
  5. IRS Representation Series - Winning the 1040 Audit
  6. IRS Representation Series - Steps to Take After SUCCESSFUL Collections or Audits
  7. IRS Representation Series - When Collections and Audits Fail
  8. IRS Representation Series - Reducing IRS Assessments for Interest & Penalties
  9. IRS Representation Series - Conflicts of Interest
  10. IRS Representation Series - Circular 230 Ethics and Updates
2 Reviews (5 ratings)

Reviews

5
Anonymous Author
This lesson was very informative. I learned some key issues that will be important in resolution cases
5
Anonymous Author
All of the material was nicely laid out! Instructor presentation was solid
Prerequisites
Course Complexity: Intermediate

A basic understanding of a 1040 audit.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to IRS Representation Series - Winning the 1040 Audit5:16
  All About Audits9:34
  All About Audits Cont'd11:50
  How Audit Happens16:50
  Response to IDR and IRS Digitalization17:22
PREPARATION FOR AN AUDIT
  What IRS Knows12:20
  The Audit (Get Ready to Work)15:17
  How to Get Prepared Regarding Income and Expenses During an Audit17:43
  Few More Laws and Rules a Taxpayer Should Prepare for15:06
  Simple Business Plan and Audit Evaluation18:16
  Six Fundamentals of Audit and Tax Mama Tips8:30
  Summary2:10
CONTINUOUS PLAY
  IRS Representation Series - Winning the 1040 Audit2:30:14
SUPPORTING MATERIAL
  Slides: IRS Representation Series - Winning the 1040 AuditPDF
  IRS Representation Series - Winning the 1040 Audit Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam