IRS Audit and Appeals Process: Protecting Your Clients - Partnered with the Oregon Society

Overview

When your client receives that dreaded letter notifying that the IRS is auditing their tax return, don’t panic! Join expert Greg White, CPA, as he walks you through the audit process step-by-step, including discussions of how you can get a copy of the auditor’s workpapers. We’ll cover how to formulate succinct, successful arguments to prevail in audits, and administrative appeals.

Highlights

Establishing rapport with the auditor. IRS audit statistics, appeals statistics, and other statistics. Preparing for the audit. Preparing for an appeal. Questions to ask the auditor. Getting copies of the auditor’s workpaper file.

Prerequisites

Basic knowledge of federal tax issues.

Designed For

CPAs and in public practice and tax staff in practice who want to gain a deep understanding of how to approach and resolve tax disputes.

Objectives

Recognize how to prepare for an audit. Recognize how to draft an administrative appeal. Identify and apply strategies involved in the appeals process. Recognize how to reduce anxiety about the audit process. Identify the questions you should ask the IRS about the audit. Describe the best method to get a copy of the IRS auditor’s work papers. Recognize how to utilize the most effective method to present your case. Understand the Tax Court petition process and why it’s usually the best place to settle a case.

Preparation

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader Bios

George Koutelieris, Johnson & Shute PS

4.93 stars out of 5

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Gregory White, President, WGN PS

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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