Description

Leverage the OBBB Act updates to resolve IRS issues faster and safeguard taxpayer rights with confidence

This course provides a comprehensive and updated overview of IRS Form 911, Request for Taxpayer Advocate Service Assistance, the critical tool taxpayers and practitioners use when IRS issues cannot be resolved through normal channels. With the One Big Beautiful Bill Act (OBBB) of 2025 and recent IRS compliance changes, knowing how and when to use Form 911 has become more important than ever.

The program will cover:

• History and Authority: How the IRS established the Taxpayer Advocate function in 1979 and its authority under IRC § 7803(c)
• 2025 IRS Updates: Expanded eligibility for relief under Form 911, including assistance for refund delays, erroneous penalties, identity theft, and compliance errors linked to OBBB implementation
• Eligibility Criteria: Updated scenarios where taxpayers can request IRS intervention through Form 911
• Step-by-Step Filing Guidance: How to accurately complete Form 911 under the 2025 documentation and processing standards
• Systemic Issues: Using the IRS’s Systemic Advocacy Management System (SAMS) to report broader problems affecting multiple taxpayers
• Taxpayer Bill of Rights: How the IRS ensures these 10 fundamental rights are protected in today’s expanded enforcement environment

Why You Should Attend

As the IRS undergoes significant restructuring and enforcement changes under the OBBB Act of 2025, unresolved taxpayer issues have become more frequent and more complex. This session will teach you how to leverage Form 911 effectively to secure IRS assistance in protecting taxpayer rights. Attendees will walk away with practical skills to advocate for themselves or their clients in situations where IRS processes fail to provide timely or fair resolution.

Key Takeaways

• IRS authority and the evolution of Form 911
• Expanded Form 911 case acceptance criteria under the 2025 updates
• Best practices for preparing and submitting Form 911
• How to report systemic issues through SAMS
• Applying the Taxpayer Bill of Rights in the 2025 compliance landscape

Target Audience

• Enrolled Agents, CPAs, tax preparers
• Attorneys and legal representatives
• Business owners and individuals seeking IRS relief when standard procedures do not resolve their cases

IRS Relief Made Simple: Protecting Taxpayer Rights with Form 911 in 2025 – Leverage the OBBB Act updates to resolve IRS issues faster and safeguard taxpayer rights with confidence.