Understanding and Responding to IRS Notices

Course Classification:

• Category: Federal Tax (T).

• Credits: 2 IRS Continuing Education Hours.

• Provider: EZ Tax To Go LLC (Provider Number GFLRH).

Summary Description:

Transform your clients’ anxiety into solutions with this practical course on handling IRS correspondence. Learn to quickly and accurately evaluate the most common notices, communicate with clients in plain language, and respond with the proper documentation. This course will teach you to distinguish between a simple routine review and an urgent collection notice, and it will tell you exactly when it is time to refer a case to an accredited representative.

What will you learn in this course?

• Identification and Verification: Recognize common notices (CP2000, CP14, CP59) and apply techniques to detect scams and fraud impersonating the IRS.

• Timing and Urgency Management: Determine the exact response deadline for each type of notice, from informational ones (CP12/13) to strict 30- or 90-day windows (LT11, CP3219A).

• IRS Collection Sequence: Understand how balance due notices escalate (from CP14 to CP504) and the critical procedural right to request a Collection Due Process hearing.

• Assistance vs. Representation: Clearly distinguish between helping draft a response and assuming formal representation, learning when to use Form 8821 (Tax Information Authorization) versus Form 2848 (Power of Attorney).

• Best Practices and Tools: Use the IRS Online Account to verify notices, document the response in a defensible manner, and guide clients on how to prevent future compliance issues.

Enroll today to turn IRS notice handling into a high-value service and establish yourself as the trusted advisor your clients need during stressful times!