S21-IRS E-Services & Transcript Analysis

Thursday, June 27 | 1:20 pm - 3:00 pm
Track: Representation
     2 hours Federal Tax Law (EA, CRTP, OTRP)
     2 hours Taxes (CPA)
     1.75 hours Taxation Law (Attorney – CA Bar MCLE)
     2 hours (CSEA/NAEA)
    CFPs: 0 hours - this session was denied by the CFP Board as being eligible for CE
Speaker: Roger Nemeth, EA

Description: E-Services, one of the most utilized tools the IRS offers, has a cumbersome and difficult to use interface. This session will teach the basics from how to sign up, submit 8821/2848's, transcript analysis, and more. We will review all the new changes and the best practices to get the relevant data you need.

Learning Objectives:
1. Learn how to sign up for and use E-Services                                 
2. Understand how to complete and accurate 8821/2848's                     
3. Comprehend IRS Transcripts and be able to use them in your practice                                           
4. Review the different uses for IRS transcripts from tax prep to tax resolution

Learning Level: Intermediate

Prerequisites: None

Advanced Preparation: Sign up for IRS E-Services (Optional).