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2022 NTPI Level 3 - L3.10.22 Field Audit Case Study


Field Audit Case Study
IRS Program #: X9QQU-T-00861-22-O/S
CTEC #: 6257-CE-0077
CE: 2 IRS credits and 2 CTEC credits
Speaker: Alan Pinck, EA

The course reviews the lifecycle of a field examination from start to finish.

Learning Objectives:

  • Describe common strategies to get new tax resolution client leads.
  • Understand how to convert leads into new clients.

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org.

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