Learn from my eighteen years of experience how to represent yourself or your audited taxpayer before the examination division of the IRS in any IRS audit. If you're a professional, I even show you what to charge! If you're an individual that can't afford a professional, learn what I teach, represent yourself, and save thousands of dollars.
Power of Attorney: In order to represent your client before the Internal Revenue Service, you need a valid Power of Attorney. There are two forms available to you; Form 2848 or Form 8821.
The IRS Audit Letter: This is where it all begins. Your client will receive a love letter from the IRS informing them that they are being examined, There are three types: Office exam; field exam, and correspondence exam.
Most IRS Audited Code Sections: Internal Revenue Code Sections "Title 26" (IRC). This course will teach you the most audited code sections by the Internal Revenue Service.
The Initial Interview: This course will teach you how to prepare for the initial interview, with your client, before you meet with the examination division of the IRS whether it be an office exam or a field exam.
Bank Deposit Analysis for the IRS Audit: This course will teach you how to prepare the "Bank Deposit Analysis" (BDA) before your meeting with the IRS. Did you client report all taxable income?
IRS Expense Substantiation: This course will teach you how to substantiate expenses taken on the tax return.
IRS Compliance: This course will teach you if your client is in compliance with unfiled returns, 1099s, W-2s and so on.
The IRS Audit Report: This course will teach you the audit report elements. Do you agree with the examiner's report or not? Should you ask for a managerial conference or not? Should you appeal the case or not? And much more.
IRS Representation Engagement Agreement: This course will teach you how to sign up your client with a sample "Engagement Agreement".
IRS Examination Letters: This course will show you all letter numbers from the Examination Division of the IRS and their meaning.