Description

Effective communication with the IRS can:

- Save time

- Reduce frustration

- Help protect your clients’ interests

This webcast provides practical guidance for crafting clear, concise, and well structured correspondence that improves comprehension and increases the likelihood of timely resolution.

You’ll learn proven strategies for ensuring that your writing:

- Reaches the right IRS audience

- Accomplishes its intended purpose

- Supports more efficient interactions throughout the compliance process

Instructor: Marissa Lenius,Kimberly Thomas

Target Audience

CPAs, taxpayers, tax professionals, business owners

Course Objectives

· Distinguish effective writing techniques for IRS correspondence by using clarity, brevity, tone, structured formatting, and concise summaries to improve comprehension and processing by IRS personnel.

· Recall elements of tailored written communications for IRS Service Center employees, revenue agents, revenue officers, and appeals officers.

· Recognize ethical requirements applicable to written tax advice and email communications and apply Circular 230 standards to ensure compliant and professionally appropriate practitioner correspondence.

Subjects

· Effective communication and writing for IRS audience

· Correspondence to IRS for various purposes

· Rules of engagement for working with a limited IRS