OREGON ASSOCIATION OF INDEPENDENT ACCOUNTS

Details

Date: October 21, 2022

Time: 08:00 am - 04:30 pm

Cost: $319 to $389

Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management

Organizer

OAIA

Phone: (503) 282-7247

Email: info@oaia.net

Venue

Holiday Inn - Portland South; 25425 SW 95th Avenue
Wilsonville, OR 97070 US
+ Google Map
Phone:: 503-682-2211
Website:: Visit Venue Website

Speaker

Terry Bakker

Graduated with a Bachelor of Science in Business Administration: Accounting from Portland State University. Passed all four parts of the CPA exam on the first sitting. Started into the tax arena working for her father, Larry O’Leary, has been committed to the tax preparation industry, education and promotion since. Terry became a Licensed Tax Preparer, then a Licensed Tax Consultant in 2002, and an Enrolled Agent in 2008. Terry was able to get her CPA license in 2018. She has over 27 years’ experience in the industry. Terry is a past president of OAIA.. Terry brings practical experience to the subject of Ethics, with suggestions for ensuring compliance with the plethora of rules that govern the industry.

Event Description

In Person IRS Representation

If signing up for both days, make sure you register for the package!!!!

This will be an in person, socially distanced, seminar.

This course is written and taught by practicing CPA Terry Bakker from the point of view of an actual practitioner.

TAx Professionals and the IRS are inseparable in the world of accounting. Thrive in your tax practice with a deeper understanding of how to interact with them! During the IRS Representation course, attendees will learn to define the IRS audit process, argue and defend the rights of the taxpayer, and negotiate an agreement with the IRS to conclude examination. You don't want to miss the key tidbits for your practice

Additional Information

Course Objective

Upon completion of this course, you will be able to prepare and handle IRS letters and audits of your clients;

CPE Hours : 8
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes