IRS Transcript Analysis

This is a 2 hour CE/CPE webinar for CPAs and EAs presented live on February 6th, 2025, 3-5pm ET (12-2pm PT)

Revised and updated for 2025!
Explain the various types of transcript reports available from the IRS along with an explanation of the myriad of transaction codes that can be found on these transactions. We will also review a few example case studies using the various transcripts to analyze what these codes mean.

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

• Explain the various types of transcript reports available from the IRS.
• Provide an explanation of the myriad of transaction codes.
• Understand where transcript analysis goes in the process of working a taxpayer's case.

• Delivery Method: Group-Internet
• Credit: 2.0 CE/CPE hours
• CPE Subject Area: Taxes (IRS: Federal Tax Law)
• Prerequisite: Basic knowledge of IRS Collection procedures.
• Program Level: Basic.
• Advance Preparation: None required
• IRS Program Number: CBBHU-T-00009-23-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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