IRS Notices Explained: A CPA’s Guide to What Comes Next

An IRS notice arrives. What does it mean, where does it fit in the process, and what should you do next?

This webcast helps CPAs connect IRS notices to the broader taxpayer journey, from return processing and account adjustments through examination, appeals, and collection.

Explore how key IRS functions work and learn to:

• Recognize important notices and letters
• Understand response deadlines
• Identify opportunities to protect clients’ appeal rights

You’ll also learn where the Taxpayer Advocate Service fits when clients need help resolving problems with the IRS.

Whether you handle routine correspondence or help clients navigate a tax dispute, this session provides a clearer framework for understanding where a matter stands and what comes next.

Key Topics

• IRS notice and letter life cycle
• Return processing and account adjustments
• Examinations and appeals
• Collection procedures
• Response deadlines and appeal rights
• Taxpayer Advocate Service
• Resolving IRS correspondence

Learning Outcomes

• Calculate where an IRS notice fits within the taxpayer journey, from return processing and account adjustments through examination, appeals, and collection.
• Distinguish key IRS notices and letters, applicable response deadlines, and opportunities to protect a client’s appeal rights.
• Determine appropriate next steps for responding to IRS correspondence and resolving taxpayer matters.
• Determine when assistance from the Taxpayer Advocate Service may be appropriate.

Who Will Benefit

CPA sole proprietors, small firms, public accounting firms, medium firms, corporate tax departments