Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
Are you looking for a way to access the IRS’s internal records related to your clients’ cases? Have you ever worked with a client who was unsure—or completely unaware—of key events in their tax history?
The IRS’s Integrated Data Retrieval System (IDRS) is a massive database that logs billions of transactions for hundreds of millions of individual and business taxpayers each year. While most taxpayers can obtain basic transcripts through the IRS “Get Transcript” tool, these records often provide only limited insight. A Freedom of Information Act (FOIA) request offers a far more powerful solution—allowing practitioners to obtain detailed IRS records, including full administrative files, internal notes, and auditor workpapers when standard requests fall short.
Join this exclusive course by Dan Pilla on FOIA strategies and IRS record access. Information is the foundation of effective representation. In this session, you’ll learn how to answer critical questions, including:
Session Highlights:
These answers are often found only within internal IRS records—and accessing them requires precise administrative and legal procedures. This course will guide you through four proven methods to obtain these records and strengthen your client defense strategies.
Credits and Other information:
Who Will Benefit:
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.