Working Effectively with IRS - 2 CE Jim Buttonow, CPA/CITP

Do you know the latest digital tools at IRS.gov?  Your clients do! 

AI and a Google search can yield amazing results on the IRS website.  But what are your clients finding?  Learn about new digital tools available at the IRS and explore how to team up with your taxpayers to get the most out of dealing with the Service remotely.  Then decide when you must deal with the IRS directly.

Discover the many ways taxpayers and tax pros can engage with the IRS using online digital tools. Save time by adopting new IRS online features to answer client questions and solve common issues.

Topics Covered

• Effectively working with the IRS
• IRS Account Access: SADI
• Taxpayer Online Tools
• Third-party Authorizations
• Tax Pro Online Tools
• IRS Transcripts
• Best Practices, Tips, and Common Uses for Transcripts
• Real-time Access to Client IRS Transcripts

Learning Objectives:

• Identify the current and future scope of IRS online tools
• Explain how to get access to IRS digital tools
• Recognize how to use IRS digital tools effectively in helping your clients
• Identify issues when we must communicate with the IRS outside of return filing
• Identify the future features of IRS digital tools
• Recognize how to activate filing and recording Forms 2848 and 8821 online with the IRS
• Identify practical uses for IRS transcripts

 Online Group/Internet Based.  Registration Fee  $25

• Prerequisites:  Basic knowledge of Federal Tax.
• Program Level:  Intermediate
• Delivery Method:  Group Internet Based
• Who Should Attend:  Enrolled Agents, CPAs, Tax Preparers, Tax Attorneys.

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Jim Buttonow, CPA, CITP, is a prominent figure in resolving IRS tax issues, boasting a distinguished career spanning IRS enforcement and private practice.  With over 19 years of experience at the IRS and subsequent ventures in tax and accounting software development, Jim’s consultancy specializes in Tax Controversy and administration.  He has led successful software developments for professionals and collaborated with major providers like H&R Block and Jackson Hewitt.  Jim’s advocacy extends to IRS operational improvements, evidenced by his leadership roles in advisory committees and prolific contributions to industry literature.

   JIM BUTTONOW, CPA/CITP