IRS Examination Techniques - Books and Records

This is a 2 hour CE/CPE webinar for CPAs and EAs presented live on October 30, 2024, 2-4pm ET (11-1pm PT)

Revised and updated for 2024!
This course will define what books and records are and their role in an IRS exam. We discuss the various items the IRS Revenue Agent will typically review in the course of an exam and some of the procedures they use to find the missing income and/or request supporting documents for review.

Note: This class is conducted via Zoom. You will receive the Zoom link immediately upon checkout and in several reminder emails from Eventbrite.

• Review the responsibilities of IRS Exam personnel for the following case analysis:-
• Books and Records Review- Balance Sheet; M1 and M2 differences/adjustments; Testing of Gross Receipts; Sampling Techniques; Accounting Systems; Correspondence Exam Procedures
• Provide a better understanding of the procedures used by IRS Exam personnel on the taxpayer’s books and records

• Delivery Method: Group-Internet
• Credit: 2.0 CE/CPE hours
• CPE Subject Area: Taxes (IRS: Federal Tax Law)
• Prerequisite: Basic knowledge of IRS Exam procedures.
• Program Level: Basic.
• Advance Preparation: None required
• IRS Program Number: CBBHU-T-00049-23-O
• NASBA Registry ID: 149009
• Texas State Board of Public Accountancy CPE Sponsor ID 010661

Tax Pro Academy, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, "41 Dangerous IRS Tax Red Flags", and "Hidden Profits for Your Tax Practice" and former tax columnist with the Florida Today. With over two decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes and IRS Collection cases.

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"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

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