Overview:
This course equips tax professionals with the practical skills needed to work more efficiently with the IRS using current IRS digital tools, online services, and tax transcripts. As part of its ongoing digital-first service strategy, the IRS continues to expand online account access, digital authorization capabilities, and electronic access to taxpayer information. Clients increasingly expect their tax advisors to navigate these systems efficiently to answer questions, resolve notices, and address post-filing issues.
Participants will learn how to access, interpret, and apply IRS online tools and transcripts to diagnose client issues and respond to questions more efficiently. The course covers IRS Secure Access, digital authorizations, Forms 2848 and 8821, and key transcript types and use cases. It also highlights practical strategies for incorporating these resources into everyday tax practice to reduce delays, improve accuracy, and provide more proactive client service.
Areas Covered in this Training:
Upon completion of this course, participants will be able to:
· Identify common situations requiring interaction with the IRS beyond tax return preparation and filing
· Explain the purpose, scope, and capabilities of current IRS online and digital tools
· Apply IRS Secure Access procedures to establish and manage appropriate digital access
· Use IRS online tools to assist clients with account inquiries, notices, and post-filing issues
· Explain the purpose and appropriate use of Forms 2848 and 8821
· Navigate and submit Forms 2848 and 8821 through available IRS digital authorization systems
· Identify and interpret key IRS transcript types used in tax research and client resolution
· Apply transcript information to diagnose and resolve common client tax issues
· Incorporate IRS digital tools and transcript resources into an efficient firm workflow
Session Highlights:
· IRS Digital-First Service Strategy – Understanding the IRS's evolving approach to digital services and what it means for tax professionals
· IRS Secure Access & Digital Identity (SADI) – Establishing secure access and navigating IRS online systems
· IRS Online Tools for Tax Professionals – Key taxpayer and practitioner-facing tools and their practical applications
· Digital Authorizations: Forms 2848 & 8821 – Understanding, preparing, and submitting third-party authorizations electronically
· IRS Transcripts Explained – Key transcript types, what they contain, and when to use each
· Real-Time Access to Client IRS Transcripts – Using available digital access to obtain information more efficiently
· Transcript Research & Common Use Cases – Applying transcript data to investigate notices, account discrepancies, payments, filing issues, and other client questions
· Best Practices & Workflow Integration – Practical tips for reducing delays, improving accuracy, and incorporating IRS digital resources into everyday practice
Suggested Attendees:
· CPAs and Public Accountants
· Enrolled Agents (EAs)
· Tax Attorneys
· Tax Preparers and Tax Advisors
· Accounting and Tax Firm Owners/Partners
· Staff Accountants and Tax Associates
· Payroll and Tax Compliance Professionals
· Bookkeepers who assist with tax-related IRS matters
· Professionals responsible for IRS notices, transcripts, and client account resolution
· Tax professionals seeking to improve efficiency with IRS online services and digital tools
Jim Buttonow, CPA
NASBA -
CPE Credits = 2.0
“In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50 minute hour.”
Standeeagle 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 credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.
ACCREDITATIONS
