Navigating IRS: Responding to IRS Notices and Letters
Online
2.00 Credits
Member Price $89.00
Non-Member Price $119.00
Overview
This 2-hour course gives tax professionals the tools to understand, interpret, and respond appropriately to IRS correspondence. Whether the letter involves audits, collection notices, missing information, or discrepancies, participants will walk away with practical tips for communication, compliance, and resolution. Using real-world examples, the session covers common notices like CP2000, CP14, CP75,
CP504, and audit letters, as well as IRS timelines and what they expect in a reply. We’ll also talk about avoiding missed deadlines, maintaining documentation, and using AI tools where appropriate to manage responses efficiently and accurately.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
Objectives
At the end of this course, you will be able to:
- Identify and interpret common IRS letters and notices
- Understand critical deadlines and the impact of non-response
- Prepare accurate and timely written replies to IRS letters
- Advise clients on their rights and responsibilities when receiving notices
- Apply strategies to resolve discrepancies or clarify issues raised by the IRS
- Implement best practices for organizing and documenting IRS responses
- Recognize when professional help is needed in responding to complex letters
- Use AI-supported tools to improve response accuracy and speed
Highlights
- Types of IRS letters: audits, collection, balance due, unreported income
- How to respond to CP2000, CP14, CP75, CP504, and other notices
- Steps to take upon receiving a letter: deadlines, records, prep
- Penalties and interest associated with non-response
- Sample response structure and real-life examples
- Documentation and tracking practices for correspondence
- Common mistakes and how to avoid them
- AI-supported correspondence management and ethical considerations
Designed For
CPAs, EAs, tax professionals
Prerequisites
Basic understanding of federal tax procedures
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Mary Jane Hourani, MM, EA, NTPI Fellow, Hourani & Associates, Inc.
Mary Jane Hourani, MM, EA, NTPI Fellow, Tax Accountant
Mary Jane has been practicing since 1993, working for a couple larger Tax, Accounting, & Audit Firms before transitioning to her own practice in 2005.
Mary Jane has a Master of Management from Walsh College of Accountancy and Business Administration as well as a Bachelor of Science from Eastern Michigan University in Public Administration with a focus in Organizational Development and Governmental Accounting.
She is credentialed as an Internal Revenue Service Enrolled Agent, allowing her to practice before the IRS. With this credential, she has direct oversite by the IRS Office of Professional Responsibility. She is also a National Association of Enrolled Agents NTPI Fellow.
Mary Jane has been an Instructor of Tax for Michigan State University Tax School since 2014 as well as a speaker for several trade organizations since 2010.
Mary Jane has been a Contributing Editor and/or Contributing Author of the National Tax Workbook for the Land Grand University Tax Education Foundation since 2015. She writes and compiles tax course packs used by Michigan State University Tax School. Mary Jane is an author/speaker for several national trade organizations and national CPE providers. She is a former H&R Block Instructor/Trainer.
Mary Jane is a member of the National Association of Enrolled Agents, Michigan Association of Certified Public Accountants, National Association of Tax Professionals, American Institute of Professional Bookkeepers, and is a QuickBooks ProAdvisor.
Non-Member Price $119.00
Member Price $89.00