NTA2419. Representing Clients in Tax Disputes: Effectively Communicating with the IRS

Most tax practitioners will, at some point in their careers, find themselves advocating for a client before the IRS or other taxing authority. This session will share tips and tricks on how to best communicate with the IRS to achieve your clients’ goals, as well as warning signs that it may be time to bring in a specialist. The discussion will also include a review of the ways that taxpayers and representatives can communicate with the IRS electronically/online to avoid the perils of mailing correspondence.

Learning Objectives:

• Identify best practices for communicating with the IRS in advocacy situations
• Recognize how to leverage IRS online communications options and navigate the IRS "roadmap"