A CP2000 matching notice can quickly derail a client relationship if we react without a plan. During this session, we’ll walk through a practical process for handling CP2000 inquiries, from the first client call through final resolution. We’ll cover what a CP2000 notice is and how to verify the IRS matching issue. Once the issue is identified, we’ll discuss how to decide whether to agree, partially agree or disagree. Finally, we‘ll cover documentation, response strategy, and common CP2000 problem areas to reduce stress and improve client outcomes.
Objectives
Upon completion of this session, you will be able to:
Explain what a CP2000 notice is and identify the issues it typically addresses
Organize an efficient intake process
Reconcile the notice to the tax return and supporting documents to verify the source of the mismatch
Determine whether to agree, partially agree, or disagree and identify the documentation needed for each response
