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Obtaining and Understanding Your Client's IRS Account Information


  • EVENT DATE:

    Oct 17, 2025

  • PRESENTER(s): Jim Buttonow

  • 01:00 PM ET| 12:00 PM CT| 10:00 AM PT| 120 Minutes

  • Product Code::TL327



Description


Obtaining and Understanding Your Client's IRS Account Information : 



Over 70 million taxpayers each year must interact with the IRS outside of filing a tax return. Many of these taxpayers need their account information at the IRS for a variety of reasons, including resolving an IRS notice or tax problem or getting their tax information for other uses, like applying for financial aid or a loan. Tax professionals are repeatedly called on by clients to help both obtain and understand their IRS information. Also, effective tax problem solving requires that the tax professional conduct effective due diligence which includes understanding their client’s IRS account information.

This course will go into the importance of understanding taxpayer account information, including the most current methods to obtain, analyze, and use the five types of IRS transcripts. We will also cover how to interview the IRS to get other critical tax account information.


Topics Covered :-

  • The two main sources of tax account information at the IRS.
  • How to be authorized to obtain your clients' account information at the IRS.
  • The three steps of the tax problem solving process and the importance of the due diligence step.
  • The five types of IRS transcripts and what information is included in IRS transcripts.
  • How to effectively use transcripts to resolve common tax issues and to double check prior year returns for accuracy.
  • How to obtain taxpayer account information from the IRS Practitioner Priority Service.
  • Best practices and tips on obtaining and analyzing tax account information.


Learning Objectives :-

  • Identify what information you can obtain from the IRS about your client and where to obtain IRS account information.
  • Recognize how to execute the proper authorization (Form 2848 or 8821) to obtain your client's account information at the IRS.
  • Describe how to effectively conduct due diligence to identify and resolve a client's tax issue with the IRS.
  • Identify how to interview IRS Practitioner Priority Service and campus compliance units to obtain important information about your client.
  • Recognize how to obtain, analyze, and use the five types of IRS transcripts to answer client questions and resolve tax problems and issues.
  • Describe how to initiate access to the IRS e-Services Transcript Delivery System platform to obtain client transcripts.
  • Recognize how to use IRS transcripts to identify future tax problems and notices and to double check the accuracy of prior year filed returns.


Who Will Benefit:

  • Certified Public Accountants (CPA)
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
  • Accountants
  • Payroll Managers


Credits and Other information:-

      - Session Duration: 2 Hours

      - Case Studies and Live Q&A session with speaker

      - Power Point presentation for reference

      - Session learning level: Basic

      - Delivery method: Group Internet Based

      - IRS Credits: 2 Tax Hours

      - IRS CE Provider: #PUPOT

       - Recommended field of study – Taxes

       - Session Prerequisites and preparation: None

       - Location: Virtual/Online

       - Attendance Requirement:  Yes


Speaker Profile:

Jim Buttonow, CPA, CITP

Jim Buttonow, CPA, CITP, has been a leader in helping taxpayers and tax professionals resolve tax problems with the IRS.

For 19 years, Jim worked at the IRS in various compliance enforcement positions. Since 2006, Jim has been in private practice and tax and accounting software development. Jim consulting practice focuses on the areas of tax controversy and tax administration. Jim led product development and marketing for a successful software company that developed tax problem software for tax professionals. This software is currently being used by thousands of tax professionals and businesses in the United States.

Jim has been an IRS partner in improving IRS operations and post-filing service to taxpayers. Jim served as chairperson of the IRS Electronic Tax Administration Advisory Committee (ETAAC) in 2015 and 2016 during which ETAAC played a central role in promoting the IRS digital strategy to develop transformative technology solutions to systemic challenges in tax administration. Jim also served as the North Carolina representative on the IRS’ Taxpayer Advocacy Panel (TAP) from 2020-2022.

Jim regularly speaks on areas of tax administration and problem solving to national associations and has testified before Congress in areas of tax administration. He has also published many articles in industry publications. In his articles, Jim focuses on delivering practical insights, advocating for IRS transparency and efficiency, and proposing innovative large-scale solutions for taxpayers and tax professionals.

Jim currently authors CCH’s Tax Problems and Solutions Handbook, a publication aimed at helping tax pros work more effectively in post-filing matters and resolving their clients’ most common tax problems.

             - IRS CPE Credits: 2 (Taxes)                      This Program has been approved
                                                                                           for 2 CPE hours under IRS.
             - IRS CE Provider ID: #PUPOT



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