Surviving the IRS Audit
March 10, 2009 

March 2009 Program Outline
MS Word Document, PDF File


Basic Tools for Tax Professionals (HTML link)

Reference Materials
Internal Revenue Manual (HTML link)
Audit Technique Guides (HTML link)
Tax Code, Regulations and Official Guidance (HTML link)

Representing Your Client Before the IRS After Returns Have Been Filed
Understanding Notices (HTML link)
IRS Notices and Bills, Penalties and Interest Charges (Topic 653) (HTML link)
Understanding the Collection Process (Publication 594) (PDF file)
Instructions for Form 843 Claim for Refund and Request for Abatement (HTML link)
Publication 556 (8/2004), Examination of Returns, Appeal Rights, and Claims for Refund (HTML link)

IRS Collection Tools and Your Clients' Rights
Your Appeal Rights (Topic 151) (HTML link)
Your Appeal Rights and How to Prepare a Protest if you Don't Agree (Publication 5) (PDF file)
Other Appeals Programs (HTML link)
Collection Due Process Hearing (Form 12153) (PDF file)
Collection Appeal Rights (PDF file)
Collection Appeal Request (Form 9423) (PDF file)
Fast Track Mediation (HTML link)
Offer in Compromise (HTML link)

Rules on Representation and Disclosure
Publication 947 - Practice Before the IRS and Power of Attorney (PDF file)
Form 2848, Power Of Attorney (PDF file)
Centralized Authorization File (CAF) Information (HTML link)

Requesting Transcripts and Other IRS Information on Clients
Transcript Delivery Through E-Services (HTML link)
Practitioner Priority Service (HTML link)

Publication 3598: The Audit Reconsideration Process (PDF file)
Online Payment Agreement (HTML link)

Headline News Resources
IRS Information Related to the American Recovery and Reinvestment Act (ARRA) of 2009 (PDF file)
COBRA: Health Insurance Continuation Subsidy (HTML link)
First-Time Homebuyer Credit (HTML link)
The Economic Recovery Payment (HTML link)
Sales Tax Deduction for Vehicle Purchases (HTML link)
IRS Offers Tips to Avoid Recovery Rebate Credit Confusion (HTML link)
National Phone Forum (HTML link)
Tax Practitioner Video and Audio Presentations (HTML link)
Online Small Business Resource Guide (HTML link)


March 2009 Q&A
MS Word document, PDF file