Handling IRS Notices Like a Pro

EPISODE · Jun 17, 2024 · 53 MIN

Handling IRS Notices Like a Pro

from Federal Tax Updates · host Roger Harris, EA and Annie Schwab, CPA

In this episode, Roger and Annie dive into the world of IRS notices. They discuss the most common types of notices, like the CP2000 matching notice, and share strategies for responding effectively. They also highlight the benefits of setting up online accounts with the IRS for tax practitioners and taxpayers and provide tips for spotting potential IRS scams. Tune in for valuable insights on navigating IRS notices with confidence and clarity.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Federal Tax Updates Episode 33 (00:55) - Introduction and Summer Plans (01:51) - Understanding IRS Notices (06:31) - CP2000 Notices Explained (19:56) - Responding to IRS Notices (26:53) - Strategies for Handling Tax Penalties (28:43) - Importance of Timely Responses to IRS Notices (30:47) - Mailing Issues and Certified Receipts (32:49) - Setting Up and Using IRS Online Accounts (39:57) - TaxPro Accounts and Future Enhancements (42:59) - Scams and IRS Communication Guidelines (45:16) - Summer Tax Planning Tips (47:54) - Current Issues: ERC and Beneficial Ownership (51:44) - Conclusion and Final Thoughts Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

NOW PLAYING

Handling IRS Notices Like a Pro

0:00 53:09

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Accidental Accountant Regan Williams Hi, I'm Regan! I'm a CPA of 30+ years helping "accidental accountants" navigate tax & accounting issues with confidence! Here, we find solutions to common challenges bookkeepers, accountants and CPAs face. Don't see an answer to your question? Then ask! I'm here to help people like you. AI Daily News Podcast Really Easy AI AI Daily News: Your premier source for cutting-edge artificial intelligence updates! Dive into the world of machine learning, deep learning, and data science with our daily tech briefings. From neural networks to natural language processing, we cover groundbreaking AI research, innovative applications, and industry trends. Explore the latest in computer vision, robotics, autonomous systems, and the Internet of Things. Stay informed on AI ethics, machine learning algorithms, and the transformative impact of AI on business, healthcare, and society. https://www.youtube.com/@AINewsFresh No Strings Freedom Tech Works Technology is an amazing gift that brings us convenience. What do we give up for it? On Freedom Tech Wrap, we discover ways to keep using the latest technology while operating on our own terms. This feed includes weekly updates for Freedom Tech projects. It also has periodic episodes in "No Strings" episodes that dive deep into Freedom Tech topics.Your host has decades of experience building the technology you use daily. Explore new ideas, get updates, and hear interviews with key people in the freedom tech space. We hope you come away from each episode with something you can do today to live with a bit more freedom. CISO Perspectives (public) N2K Networks This season on CISO Perspectives, host Kim Jones explores some of the challenges of leading through uncertainty. We explore the complexity of the changing nature of regulation and working with the federal government, the evolution of privacy and fraud, and how emerging technologies like AI and quantum computing are changing cyber. When you don’t know what questions to ask, you’re afraid to ask, or don’t know who to ask, CISO Perspectives provides the foundation for learning in this brave new world.
URL copied to clipboard!