Is Anyone Listening? Effectively Communicating with the IRS

This program was recorded live on Tuesday, May 16, 2023

You have one year from airing date to use this course as credit.

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Continuing Education

CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0158
IRS/RPO Approved Program
#7ZBUJ-T-00109-23-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00109-23-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)

Program Content

This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page.

The program, through a lively round-table discussion and real time interaction with the audience, examines the lines of communication between the IRS and tax professionals and their clients. The program will focus on the reliability and legal sufficiency of that communication. Panelists will examine how to navigate to obtain information for preparing returns and servicing clients and whether taxpayers and practitioners may rely on that information to protect themselves from penalties. The panel also will discuss what may cause delays in communication and how those delays may be avoided or minimized.

By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of the avenues of communication that exist between the IRS and tax professionals and their clients and how to best navigate those avenues to best represent client interests.

Program Learning Objectives

  1. Identify the form used to declare Power of Attorney and Declaration of Representative.
  2. Identify the code section that addresses activities not engaged in for profit.
  3. Identify the form used to notify the Internal Revenue Service of a change to the taxpayer's home mailing address.
  4. Identify the notice mailed to taxpayers to notify them that the IRS is holding their refund until the accuracy of the tax credits, income tax withholding or business expenses has been verified.

Program Outline

  • Avenues of Communication
    • USPS Mail
    • Telephone
    • Practitioner Priority Service
    • E-Mail and Internet
    • IRS Tools and Applications
    • Navigating

  • Filing Client Tax Returns
    • IRS Free File
    • Problems with W-2’s
    • Identity Theft IP pins for no ID theft
    • Forms and Publications
    • Where's My Refund
    • DirectPay/EFTS
    • Online Accounts

  • Representation
    • E-Services
    • Tax Pro Account
    • Authorization Upload Portal
    • Power of Attorney versus TIA
    • Tracking Submitted Information
    • IRS Correspondence
    • FOIA portal

  • Navigating the IRS Organization
    • Examination
    • Collection
    • Appeals
    • Taxpayer Advocate
    • Campus Operations
    • Organizational Restructuring

  • Other IRS Tools or Issues
    • Dealing with Liens and Levy's
    • Copies of Returns
    • Audit Technique Guides
    • Verifying Exempt Organizations
    • IRS role in Disaster Assistance
    • PTIN Registration
    • Reporting Scams



Alan Pinck, EA
A. Pinck & Associates

Alan Pinck is an Enrolled Agent with over 30 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. You have seen Alan presenting at NTPI events, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.

IRS Panelist

Cathye Mason

Cathye Mason
Stakeholder Liaison, Internal Revenue Service

Cathye Mason joined the Portland team in the Stakeholder Liaison Division of the Internal Revenue Service in October 2019 and really enjoys the connections she has made with tax professionals and small business stakeholders. Prior to her recent move she spent over nine years as a Revenue Agent in the Small Business/Self-Employed Division in the Salem, Oregon office where she developed extensive knowledge of business tax law and met many interesting taxpayers.

She has held an active CPA license in Oregon since 2015 and she has taught CPE courses internally for the Small Business/Self Employed division, Western Area. Before joining the IRS, at various times, she managed a small medical practice, prepared tax returns as an Oregon Licensed Tax Consultant, provided bookkeeping and payroll services and worked in stock brokerage operations. She holds a BA in Geography from West Virginia University and a Post-Baccalaureate Certificate in Accounting from Southern Oregon University.

Industry Panelists

Landreth Clarice

Clarice Landreth, EA

Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee. Clarice is a current speaker at the NAEA NTPI events. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.

Mike Tullio

Mike Tullio, EA

Mike has been in the tax preparation business for nearly 40 years. He is the owner of Tullio Financial Services, LLC, located in San Diego California. His business mainly focuses on Individual and Small Partnership tax returns. Previously, Mike was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. Mike has written national tax articles and has conducted live and Webinar speaking engagements. He is an Enrolled Agent and member of the National Society of Tax Preparers (NSTP), the National Association of Enrolled Agents (NAEA) the California Society Tax Consultants (CSTC) and the California Society of Enrolled Agents (CSEA).

Content Consultant

David F. Windish, J.D., LL.M
Content Consultant

David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.

Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.

Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.

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