2024 IRS Non-Filer Representation – What To Do If Your Client Has Not Filed Tax Returns

This webinar will provide you with the tools and strategies necessary when working with a client who has not filed income tax returns for one or more years. This session will cover situations where the taxpayer has been contacted by the IRS for those missing tax returns, and situations where the taxpayer has not been contacted but otherwise wants to come into compliance. For example, there are certain collection scenarios where before the IRS will negotiate a collection alternative, the taxpayer must be in compliance, or the taxpayer may want to mitigate fraud or criminal risk, or where the taxpayer is involved in a marital separation. 

Webinar Highlights

• Why taxpayers do not file returns – it may not always be due to their desire not to file (e.g. spousal issues, business partner disputes, incapacitated).
• What makes taxpayers decide to file income tax returns – contact from the IRS, other motivations?
• How to file a tax return if you have incomplete information.
• Situations where a taxpayer should be proactive in filing a tax returns – collection, bankruptcy, fraud, etc.
• How to deal with a substitute for return prepared by the IRS.
• Methods to file a tax return; e.g. audit reconsideration, Offer In Compromise, etc.

Who Should Attend

Accountants, tax preparers, CFOs, financial compliance professionals, and lawyers

Credit(s)

IRS CPE Credits: 1 Tax hour