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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Tax Preparer

Date & Time
  • event Date

    Wednesday, January 29, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    110 minutes

Credit Information

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

$197.00
CPE
ALL

This webinar will explain the latest online options available to tax professionals at the IRS. Our panel of tax specialists will walk preparers through the registration process, submitting power of attorneys, and requests for transcripts at the IRS site, as well as point out missteps to avoid to expedite the resolution of taxpayer IRS issues.

Faculty

Justin Donatello
Principal
KPMG Law, LLP

Mr. Donatello is a Managing Director in the KPMG Washington National Tax (“WNT”) Tax Controversy and Dispute Resolution Services practice, which represents firm clients at all levels of controversy before the IRS. The practice represents clients at the examination and appeals level, using both traditional resolution methods and various alternative dispute resolution techniques such as mediation.


 

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Terence Coppinger
Partner
DSJ Advisory Group

Mr. Coppinger has been advising clients in the areas of tax information reporting and IRS practice and procedure for more than 24 years. He provides tax consulting and audit representation related services to the firm's asset management, private equity, and hedge fund clients. His practice focuses on domestic and nonresident alien tax information reporting and withholding obligations, the Foreign Account Tax Compliance Act, The Common Reporting Standard and withholding foreign partnerships. Mr. Coppinger has served on the IRS Relations Committee of the New York State Society of CPAs and the IRS’ Information Reporting Program Advisory Committee where he sat on the International Reporting and Withholding subcommittee.

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Lauren Owens
Tax Manager
Crowe LLP

Ms. Owens is a Manager in the Crowe Washington National Tax (“WNT”) practice. She specializes in tax controversy and dispute resolution and represents firm clients at all levels of controversy before the IRS. She also serves on the Tax Practice and Procedures Committee of the AICPA.

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Description

The Inflation Reduction Act (IRA) did more than fund IRS enforcement; it included funds to modernize the IRS and improve taxpayer services. This includes newly provided enhancements to tax professionals' (Tax Pros) online accounts. Tax preparers can now manage client authorizations and view clients' tax information, including balances due. Linking your CAF number with your Tax Pro Account allows professionals to submit a power of attorney or request a transcript online. According to the IRS, a tax professional can request authorizations from the last 20 years through the current year and three additional future years for individual income tax returns.

There are caveats. A practitioner must have a CAF and request a PIN, which is mailed to them by the IRS. The Tax Pro Account is different from E-Services. Only E-Services includes Taxpayer Identification Number (TIN) verification, while a preparer could use either E-Services or a Tax Pro Account to submit Forms 2848, Power of Attorney, and Forms 8821, Tax Information Authorization. However, submitting either via a Tax Pro Account requires the taxpayer also have an online account with the IRS.

Now, the IRS offers secure messaging to respond to certain tax notices. However, if a taxpayer files jointly, the husband and wife must register, in addition to the tax preparer, to respond via the secure portal. The IRS then must verify receipt of all three registrations before any documentation can be submitted. With only a one-month response time on CP2000 notices, for example, practitioners often must resolve issues via mail despite the new feature.

Listen as our panel of IRS tax controversy experts reviews online options available for CPAs, EAs, and other tax professionals and explains how to use these options to streamline the resolution of taxpayer issues.

Outline

  1. Utilizing IRS' resources for tax professionals: introduction
  2. Online tools
    1. ID.me
    2. Centralized Authorization File (CAF)
    3. Identity Protection Personal Identification Number (IP PIN)
  3. Tax Pro Accounts
    1. Personal Identification Number (PIN)
    2. Power of attorney
    3. Transcript Delivery System (TDS)
  4. E-Services
  5. Secure communications with the IRS
    1. Secure messaging
    2. Document upload tool
      1. Respond to notices
      2. Transmit documents to Practitioner Priority Service
  6. Payment options
    1. Direct pay
    2. Online installment plans and pre-qualifier
  7. Live demonstrations

Benefits

The panel will review these and other critical issues:

  • Registering for a Tax Pro Account
  • Responding to IRS notices via the secure portal
  • Differences between E-Services and Tax Pro Accounts
  • Steps to submit Form 2848, Power of Attorney, online
  • Missteps to avoid when registering for online services and submitting information to the IRS

NASBA Details

Learning Objectives

After completing this course, you will be able to:

  • Identify differences in E-Services and Tax Pro Accounts
  • Determine how to apply for a Tax Pro Account
  • Ascertain options offered by the IRS that can be used to expedite the resolution of taxpayer issues
  • Decide when E-Services might be the better option for submitting a power of attorney

  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite: Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of individual income taxation, including itemized deductions, individual income tax credits, net operating loss limitations including carrybacks and carryforwards.

Strafford Publications, Inc. 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 Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

Strafford is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).