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An IRS Perspective: Navigating the Return Filing and Audit Processes

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An IRS Perspective: Navigating the Return Filing and Audit Processes

Attendees will gain comprehensive knowledge and skills to navigate the complexities of tax preparation and examinations, minimizing costly errors and maximizing client benefits. By delving into the IRS's expectations for filed returns, potential triggers for audits, and effective strategies for interacting with IRS personnel, you will develop a strong foundation for serving your clients with confidence.

Learning Objectives

At the end of this course, you will be able to:

- Identify items during the preparation process that will reduce audit risk.
- Identify return characteristics that can increase audit risk.
- Explain the different types of audits that can occur and the technical abilities of those employees.
- Identify strategic options available to the taxpayer during the exam process.
- Explain the Appeals process and some best practices to consider.

IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Federal Tax Law
CTEC CE: 2 Hours/Federal Tax Law
ACAT CE: 2 Hours/Federal Tax Law

NSA Webinar Program Level: Basic
Prerequisites: None   
Advance Preparation: None   
Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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Kelly Myers

Owner

Myers Consulting Group, LLC,

Kelly H. Myers – Mr. Myers is a tax consultant with Myers Consulting Group, LLC, based in Huntsville, Alabama. Kelly provides tax seminars, advisory, and controversy services to clients which include individuals, businesses, and accounting firms. He spent over 30 years with the Internal Revenue Service (retired 2017) with the last 20 years working for the Washington, DC Headquarters as a Senior Technical Advisor. His IRS experience included official guidance projects, examiner and litigation technical support, and implementing new legislation. He leverages his decades of IRS and public accounting experience to strategically add value to a varied client base. He has developed efficient tax strategies in both preparation and controversy arenas.   He has been a guest speaker for numerous CPA and EA continuing education events, IRS Nationwide Tax Forums, national tax associations, and others in both live settings and webinars. Kelly currently serves on the Federal Tax Committee for the National Society of Accountants (NSA), an alternate member of IRS Taxpayer Advocacy Panel (TAP; 2023-2025) and previously served on the Internal Revenue Service Advisory Council (IRSAC; 2020-2022).

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NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.