L1.07.21 – Intro to Exam – (2 CE)

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Description

Intro to Exam
IRS Program #: XQQU-T-00742-21-O/S
CE: 2
Speaker: Alan Pinck

Intro to Exam: The IRS undertakes many different types of reviews of tax returns. This course discusses the two most basic types of inquiries, math error notices and automated underreporter notice, and how to effectively address them.

Learning Objectives:

Explain math error authority and how to resolve erroneous changes.
Understand the automated underreporter process and how to resolve inquiries.
Describe the importance and core components of an engagement letter.

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Contributors

Alan Pinck, EA

Alan Pinck is an enrolled agent with 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him at NTPI events, the moderator of Tax Talk Today, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!

Thank you

Description

Contributors

Alan Pinck, EA