Mastering Form 1040 Audits: Pitfalls, Triggers, and Best Practices

From: $179.00

Date: March 11th, 2026

Time: 2pm ET | 1pm CT | 12pm MT | 11am PT

Duration: 120 minutes

Description:

IRS audits of Form 1040 individual tax returns can present significant challenges for tax professionals and return preparers. Understanding the areas the IRS commonly reviews—and the issues that often trigger examinations—can help practitioners reduce risk and better support their clients during the audit process.

This continuing education webinar provides an in-depth look at how the IRS conducts 1040 audits and the specific issues examiners frequently scrutinize. Through real-world examples and case studies, participants will explore common reporting errors, documentation issues, and other factors that may lead to an audit.

The session will also provide practical strategies for preparing accurate tax returns, anticipating IRS questions, and responding effectively if an audit occurs. Participants will gain insight into the audit process from start to finish, including communication with IRS agents and proper representation practices.

This webinar offers actionable guidance designed to help tax professionals strengthen their preparation practices and confidently manage audit-related situations..

Learning Objectives

  • Understand the key areas of focus during IRS audits of Form 1040.

  • Identify common audit triggers and implement proactive strategies to reduce audit risk.

  • Review real-world audit case studies to gain practical insight into how IRS examinations are conducted.

  • Learn effective approaches for responding to IRS inquiries and managing the audit process.

  • Improve overall tax return preparation accuracy by applying lessons learned from audit scenarios.

Topics Covered

  • Types of IRS Audits and Examination Procedures.

  • Key IRS Focus Areas in Form 1040 Audits.

  • Taxpayer Rights, Including IRC §7521 – Right to Consultation.

  • Common IRS Interview Questions During Audits.

  • Preparing and Presenting Documentation to the IRS.

  • The Step-by-Step Flow of an IRS Audit.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Update
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • Attendance Requirement:  Yes
  • Session Duration: 120 minutes

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners

About Our Speaker

Nick Preusch CPA, JD, LLM

Nick Preusch CPA, JD, LLM, is a tax manager with PBMares, LLP. Nick has participated in helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. Nick has also worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nick is a graduate of Carthage College with a BS in Accounting and Business, University of Connecticut with a MA in Accounting, Case Western Reserve University with a JD, and Georgetown University with an LLM in taxation. Nick specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments.