WEBINAR: Understanding and Responding to CP2000s - E3S5R-T-01056-26-O
2 Hour Tax (Federal); IRS:
When there is a mismatch of information reported to the IRS and what is on the taxpayer’s return, they may receive a CP2000. When this happens, we as tax professionals can assist our clients through the next steps. Tax professionals will need to know how to address these and other notices. Working with CP2000s and other notices is our foot in the door when it comes to presenting clients with the IRS.
Most representation cases start with the client receiving some kind of correspondence from the IRS. There is a specific process for whom to send notices to and what notices to send. Not all correspondence from the IRS is notification of an exam or collections related; there are many types of notices. Today we will review several IRS notices, see how they play into the exam or collection process, determine how you can use them to determine where in the process your client is at this time and determine what you can do to help the taxpayer.
Upon completion of this course the attendee will be able to:
1. Summarize when a taxpayer will receive a CP2000
2. Determine authorization needed to address the CP2000 on behalf of the taxpayer
3. Outline steps and best practices when responding with CP2000s
4. Understand other IRS notices and procedures
Allan J. Reynolds, EA
A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.
Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.
A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.
Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.
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For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352