TaxBites 2025:You've Got Mail: Correspondence Exams

You've Got Mail: Correspondence Exams 

Ellie Nava-Jones, EA

The IRS relies on correspondence for most of their exam work, almost 90% of it. Any sort of letter can trigger an examination, from a math authority letter to an examination. This course will review three sorts of letters a taxpayer can receive, from a math authority to a CP2000 to a Letter 566, and best practices for responding to them, from the moment the client emails to sending out the package. 

Objectives:

1. Discuss several types of correspondence exams 

2. Review best practices for responding 

3. Discuss some practice management techniques for working with clients 

Ellie Nava-Jones is an enrolled agent with a Masters in English and Library Science. This means she cares about words and what they can do to discover, locate, and synthesize information. She has taught tax courses on representation, money laundering, and research, as well as other topical items, for over five years.

She loves to argue with the IRS and FTB.  You can find her slinging taxes and representing taxpayers at Number Queen, in Sacramento, where she used to live, but now she sweats away in Cincinnati. 

IRS #HGQT7-T-00162-25-O