What to Expect from an IRS Field Audit
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Included in All-Access MembershipUnderstanding 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.
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.
Topics Covered:- Overview of the different types of IRS audits
- Taxpayer rights, confidentiality considerations, and appeal options
- The four stages of the audit process
- How to prepare records and respond to Information Document Requests (IDRs)
- Best practices for managing audit risk and negotiating resolutions
- 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
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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 [...]
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This webinar received a total of 3 survey responses. Attendees have given an average rating of 3.3 stars out of a possible 5, reflecting the quality and value of the content presented.
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