What to Expect from an IRS Field Audit

Live Webinar or Recording

June 23, 2026, 2:00 pm - 3:40 pm Eastern

Credit: CPE: 2, ATATX: 1.5 (Live Only)

Understanding the IRS field audit process is essential for tax professionals, business owners, and individuals who want to confidently navigate an examination and minimize unnecessary stress. This course provides a practical overview of how IRS field audits are initiated, conducted, and resolved, helping participants gain a clearer understanding of what to expect at every stage of the audit process. Attendees will learn how the IRS selects returns for examination, the types of records and documentation commonly requested, and the audit techniques agents use during field examinations.

Participants will also explore effective strategies for preparing for an audit, organizing documentation, and responding to Information Document Requests (IDRs) in a timely and professional manner. In addition, the course reviews taxpayer rights, confidentiality considerations, appeal options, and best practices for managing audit risk while working toward efficient resolutions. Whether preparing for a current audit or proactively strengthening compliance procedures, this course delivers practical guidance for successfully navigating IRS field audits.

Topics Covered:

• Overview of the different types of IRS audits
• Taxpayer rights, confidentiality considerations, and appeal options
• The four stages of the audit process
• How to prepare records and respond to Information Document Requests (IDRs)
• Best practices for managing audit risk and negotiating resolutions

Your Benefits For Attending:

• Gain a clear understanding of the different types of IRS audits and how field audits are conducted
• Learn the four stages of the IRS audit process from initial contact through final resolution
• Understand taxpayer rights, confidentiality protections, and available appeal options
• Develop strategies for preparing records and responding effectively to Information Document Requests (IDRs)
• Discover best practices for minimizing audit risk, avoiding delays, and negotiating resolutions with the IRS

Attending this webinar will help you approach IRS field audits with greater confidence and preparation. You’ll gain practical insights that can help reduce audit-related disruptions, improve communication with the IRS, and support more efficient and favorable audit outcomes.

Level: Basic
Format: Live webcast
Instructional Method: Group: Internet-based
NASBA Field of Study: Taxes (2 hours)
Program Prerequisites: None
Advance Preparation: None

Guest Speaker: Lori Borek

Level: Basic

Format: Live Webcast

Field of Study: Taxes

Program Prerequisites: None

Advanced Preparation: None

Aurora Training Advantage 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.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.