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.