Representing the Audited Taxpayer Before the IRS

Representing the Audited Taxpayer Before the IRS

By Robert E. McKenzie, Karen V. Kole, M. Kevin Outterson, and Robert A. McKenzie

Representing the Audited Taxpayer Before the IRS takes you through the entire IRS examination process. It provides extensive checklists, formats, and pattern letters to expedite paperwork and helps you effectively prepare for any demand made during the IRS examination process. Samples of written protests, settlements, and closing agreements are also included. Topics discussed include:

  • Selection of tax returns for audit
  • Audit system
  • Avoiding an audit
  • Representation during audit
  • Specialized audit procedures
  • Defining and recognizing fraud
  • Practitioner’s role and ethical concerns
  • IRS investigation tools
  • Taxpayer rights
  • Appeals
  • Tax litigation
  • Independent contractor/employee examination program

$777.00 – full binder set
$55.00/month – with updates

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Representation Before the United States Tax Court

Representation Before the United States Tax Court

By Robert E. McKenzie, Jeffry J. Erney, Thomas J. Callahan, and Gregory J. Gawlik

Attorney-authors have worked in tax court and share their tips inRepresentation Before the United States Tax Court. They lead you through the steps of litigation, from initial filing to posttrial decisions and motions. You’ll find examples, sample forms and pleadings, and practical tips on topics such as:

  • Discovery
  • Collection
  • Due process hearings
  • Actions for declaratory relief
  • Trial preparation
  • Innocent spouse relief
  • Partnership proceedings under TEFRA.
  • Jurisdiction
  • Pleadings
  • Pretrial motions
  • Discovery
  • Pretrial negotiations
  • Trial preparation and presentation of case
  • Posttrial matters, including briefs, opinions, decisions, and motions appeals

$400.00 – full binder set
$34.00/month – with updates

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Representation Before the Collection Division of the IRS

Representation Before the Collection Division of the IRS

By Robert E. McKenzie

Representation Before the Collection Division of the IRS offers an insider’s view of the IRS. Written by a former IRS Collection Division revenue officer and experienced tax attorney, it shows you the best ways to:

  • Correspond and negotiate with the IRS
  • Secure and interpret documents
  • Fill out collection information statements and other IRS forms
  • Arrange payment plans
  • Reduce penalties
  • Successfully make offers in compromise

This publication also:

  • Describes the IRS system of collecting taxes
  • Contains citations to the Internal Revenue Manual and other IRS publications, plus full text of pertinent IRS regulations
  • Examines payroll collection and the Trust Fund Recovery Penalty (100% Penalty), including liability requirements, penalty computation, proper protest procedures, defense tactics, and appeals procedure
  • Provides a straightforward approach on how to best represent clients
  • Reveals important information on collection procedures and client rights

Contents include sample correspondence, memoranda, sample forms, checklists, and practice tips.

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