Best Practices for Written Communication with the IRS
Communicating effectively with the IRS can save you time and your clients money. Learn how to get it right the first time with practical tips and tricks.
Format
Webcast
Date
May 07, 2026
NASBA Field of Study
Taxes
Level
Basic
CPE Credits
1
Instructor
Marissa Lenius, Kimberly Thomas
Availability
3 months
Product Number
WC5220494
Effective communication with the IRS can:
- Save time
- Reduce frustration
- Help protect your clients’ interests
This webcast provides practical guidance for crafting clear, concise, and well structured correspondence that improves comprehension and increases the likelihood of timely resolution.
You’ll learn proven strategies for ensuring that your writing:
- Reaches the right IRS audience
- Accomplishes its intended purpose
- Supports more efficient interactions throughout the compliance process
Key Topics
- Effective communication and writing for IRS audience
- Correspondence to IRS for various purposes
- Rules of engagement for working with a limited IRS
Learning Outcomes
- Distinguish effective writing techniques for IRS correspondence by using clarity, brevity, tone, structured formatting, and concise summaries to improve comprehension and processing by IRS personnel.
- Recall elements of tailored written communications for IRS Service Center employees, revenue agents, revenue officers, and appeals officers.
- Recognize ethical requirements applicable to written tax advice and email communications and apply Circular 230 standards to ensure compliant and professionally appropriate practitioner correspondence.
Who Will Benefit
CPAs, taxpayers, tax professionals, business owners
Group ordering for your team
2 to 5 registrants
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US customers call 1-800-634-6780 (option 1)
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