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On-Demand Webinar

What to Expect from an IRS Field Audit

  • Recorded June 23, 2026
  • 100 Minutes
  • Available now
3.3 / 5 3 attendee reviews
CE credits
  • 1.50 ATATX (Aurora Accounting)
  • 2.00 IRS (Preparer Tax Identification Number)

What You'll Learn

Understanding the IRS field audit process is essential for tax professionals, business owners, and individuals who want to confidently navigate an examination and minimize unnecessary stress. This course provides a practical overview of how IRS field audits are initiated, conducted, and resolved, helping participants gain a clearer understanding of what to expect at every stage of the audit process. Attendees will learn how the IRS selects returns for examination, the types of records and documentation commonly requested, and the audit techniques agents use during field examinations.
  1. Overview of the different types of IRS audits
  2. Taxpayer rights, confidentiality considerations, and appeal options
  3. The four stages of the audit process
  4. How to prepare records and respond to Information Document Requests (IDRs)
  5. Best practices for managing audit risk and negotiating resolutions
View Full Description

Participants will also explore effective strategies for preparing for an audit, organizing documentation, and responding to Information Document Requests (IDRs) in a timely and professional manner. In addition, the course reviews taxpayer rights, confidentiality considerations, appeal options, and best practices for managing audit risk while working toward efficient resolutions. Whether preparing for a current audit or proactively strengthening compliance procedures, this course delivers practical guidance for successfully navigating IRS field audits.

Your Benefits For Attending:
  • Gain a clear understanding of the different types of IRS audits and how field audits are conducted
  • Learn the four stages of the IRS audit process from initial contact through final resolution
  • Understand taxpayer rights, confidentiality protections, and available appeal options
  • Develop strategies for preparing records and responding effectively to Information Document Requests (IDRs)
  • Discover best practices for minimizing audit risk, avoiding delays, and negotiating resolutions with the IRS

Attending this webinar will help you approach IRS field audits with greater confidence and preparation. You’ll gain practical insights that can help reduce audit-related disruptions, improve communication with the IRS, and support more efficient and favorable audit outcomes.

Level: Basic
Format: Live webcast
Instructional Method: Group: Internet-based
NASBA Field of Study: Taxes (2 hours)
Program Prerequisites: None
Advance Preparation: None

Meet Your Speaker

Lori Borek

Lori Borek, CPA, is a seasoned tax accountant and Chief Operating Officer of The Borek Group, LLC. Lori recently retired from the Internal Revenue Service after a distinguished 34-year career in federal tax administration. She served in multiple critical roles at the IRS, including Revenue Agent in...

View Full Bio of Lori Borek

What Attendees Are Saying

  • “technical issues and ran over the time alotted”

    Angela J. , Accountant

  • “there were tech issues in the beginning”

    Horacio V. , Senior Staff Accountant

  • “The presentation slides are very clearly explained and organized. The presenter focus on the topics and adds details to...”

    Yeping H.
See the survey ratings

3 attendees rated this webinar 3.3 out of 5 on average.

3.3 Overall Rating

Webinar Presentation

How many of the objectives of the event were met?
3.3
How useful was the information presented at this event?
3.7
Overall, how satisfied were you with this event?
3.3

Speaker Performance

Overall, how satisfied were you with this presenter?
3.3
How closely did the presenter follow the schedule?
3.0

CE Credits

These are the continuing education credits available to you for this webinar.

  • 1.50 ATATX Aurora Accounting Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.
  • 2.00 IRS Preparer Tax Identification Number