Introduction to IRS Examination Representation 2026
Most tax professionals will see an audit notice land on a client's desk before they have the procedural reps to handle one. Correspondence exams arrive routinely; office and field exams less often, but when they do, the practitioner has thirty days from the 30-day letter to decide whether to sign, push back at the group manager level, or protest into Appeals.
This program walks the full lifecycle of an IRS examination from the practitioner's seat: how returns get selected, what each type of audit looks like, who's on the other end of the table, and what to do at each branch point — from securing the Form 2848 through the agree/disagree decision after the closing conference. It covers the §6501 assessment statute and its exceptions, working an Information Document Request without overproducing, transcript and FOIA strategy, and the procedural fork between Appeals and Tax Court off the 90-day letter.
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*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00898-26
CTEC Course #: 6248-CE-00244
Dan Henn
,
CPA, CTR, NTPI Fellow
Dan Henn is a seasoned Tax Professional, Financial Coach, Entreprenuer, and Speaker who is basedin Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years. Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PAOriginally from Land O’ Lakes, FL, Dan’s love of the industry began during college. During his business studies, Dan quickly discovered his knack for numbers. This ultimately paved the path to his present career, where he is infinitely dedicated to helping people (especially new business owners) save money and expand their business. In addition to saving on taxes, Dan strives to protect his valued clients from the IRS so they can sleep better at night. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®.When Dan was a young and budding tax professional, he had the unfortunate incident of seeing a family member go to jail over unfiled and unpaid taxes. At the time, having just graduated 2 years earlier from college, his knowledge and experience left him helpless to assist in the defense. This is why he is an advocate to teach other tax pros how to help people get out of some bad tax situations. Prior to his current ventures, Dan was a Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando and a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP in Melbourne. Furthermore, Dan holds a Bachelor of Science Business Administration and Master’s Degree in Accountancy from the University of South Florida.
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Introduction to IRS Examination Representation 2026
2 IRS CE/CTEC/NASBA CPE*
Most tax professionals will see an audit notice land on a client's desk before they have the procedural reps to handle one. Correspondence exams arrive routinely; office and field exams less often, but when they do, the practitioner has thirty days from the 30-day letter to decide whether to sign, push back at the group manager level, or protest into Appeals.
