Basics of New Representation Cases


This course covers the basics of new representation cases. It discusses the work you want to complete prior to taking a case. It covers eliminating or disclosing Conflicts of Interest, what should be in good Engagement Letters, how to gather all necessary information, how to interpret the information you received, and then putting together a game plan for the case.

Learning Objectives

Upon completion of this course, a student should be able to:

  • identify if a representation case presents a possible conflict of interest and how to handle this situation
  • recognize when to use an engagement letter and what should be included in one
  • recognize the difference between privilege and confidentiality
  • recognize when to use a Freedom of Information Act (FOIA) request and what to include in the request and how to request transcripts
  • identify the key parts of transcripts and information received from a FOIA request in the scoping of the engagement
  • develop a plan of action for the client’s case based on the information gathered and what steps to take next in the process

Designed For

CPAs, EAs, and other tax professionals

Advanced Preparation


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License or Certification