Effectively Working with the IRS: Using IRS Transcripts and Current IRS Online Tools

Jim Buttonow

Faculty - Jim Buttonow

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Event Date -   19,  2025 | 1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

Credits - 2 Credit

The IRS is developing more and more digital tools. However, many taxpayers, and their tax pros, are not aware of the online options when working with the IRS. In this webinar, discover the many ways taxpayers and tax pros can work with the IRS online using the many tools offered by the IRS. Tax pros will be able to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and solve  common issues.

Learning Objectives:

  • Learn common reasons taxpayers and tax pros have to work with the IRS outside of filing a tax return
  • Discover uses for IRS transcripts
  • Activate filing and recording Forms 2848 and 8821 online with the IRS
  • Use IRS digital tools effectively in helping your clients
  • Explain how to get access to IRS digital tools
  • Identify the future features of IRS digital tools

Key topics covered in this course:

  • Working with the IRS: common reasons and options
  • Overview of IRS Transcripts and common uses
  • Filing authorizations (Forms 2848 and 8821) with the IRS
  • Taxpayer and tax pro digital tools
  • Secure Access Digital Identity
  • Best practices and tips

*You may ask your Question directly to our expert during the Q&A session.
** You can buy On-Demand and view it at your convenience.

Jim Buttonow

Jim Buttonow

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's 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.

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 currently serves as the North Carolina representative on the IRS’ Taxpayer Advocacy Panel (TAP).

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 has twice been honored in Accounting Today as being one of the Top 100 Most Influential People in Accounting. Jim currently authors CCH’s 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.

If you can’t attend the live webinar, simply go for the ‘on-demand webinar’ for the same price! Now, the live webinar recording will be saved in a cloud storage for you to access anytime from anywhere. On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

If you can’t attend the live webinar, simply go for the ‘Recording - Single Licence’ for the same price! Now, the live webinar recording will be saved in a cloud storage for you to access anytime from anywhere and webinar link will be received after the 24 hour for 7 days.

Transcript is a word to word description of the webinar recording with its handouts in a PDF format.

Web Download includes the access to the recording of the webinar with its handouts. We will send you a link on your e-mail, by which you can download the MP4 file and save it on your desktop to play it as per your convenience.

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  • Effectively Working with the IRS: Using IRS Transcripts and Current IRS Online Tools