Practical Uses of IRS Online Tools and Transcripts
This course provides tax professionals with a practical overview of the IRS’s expanding suite of digital tools and how to leverage them effectively in client service.
Participants will gain a clear understanding of both the current capabilities and future direction of IRS online platforms, along with guidance on obtaining and managing access.
The course covers how to use these tools to streamline client support, including activating and submitting Forms 2848 and 8821 electronically, and navigating situations that require direct interaction with the IRS beyond standard tax filing.
Attendees will also explore the strategic use of IRS transcripts and learn how to establish proactive client account access to resolve issues more efficiently and improve overall service delivery.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-
CTEC Course #: 6248-CE-
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 and has developed and implemented post-filing tax services to large tax providers, such as H&R Block and Jackson Hewitt. This software is currently being used by tens of 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 also serves as the IRS Representation expert for the National Association of Tax Professionals (NATP).
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 the 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. The book can be found online at TaxProblemsHandbook.com. Jim also co-authors the “IRS Collection Solutions Handbook” to help tax pros with the growing number of taxpayers who owe back taxes to the IRS. Jim can be reached at Jim@buttonowcpa.com or at his website at buttonowcpa.com.
Recommended Webinars
