Get direct guidance from an IRS stakeholder liaison on resolving client tax matters and navigating the agency’s latest online tools. Bring your questions and learn practical ways to communicate with the IRS more effectively.
DESIGNED FOR
Tax practitioners, CPAs and other professionals who represent clients before the IRS
BENEFITS
Learn how to use IRS online services and technology tools to access client information, submit documents and resolve tax issues more efficiently.
HIGHLIGHTS
- Using Tax Pro Accounts to access client information and help resolve tax issues
- Guiding clients through the process of creating IRS Online Accounts
- Using the IRS Document Upload Tool to securely submit requested information
- Best practices for corresponding with the IRS and obtaining assistance