Thriving with Less IRS:
Smart Self-Help Strategies for Tax Pros
The IRS continues to face significant staffing reductions, leaving tax professionals and taxpayers to rely increasingly on self-help tools and digital services. This session explores practical ways to navigate IRS resource constraints by leveraging online accounts, secure communication platforms, and other technology-driven solutions. Participants will gain strategies to streamline compliance, improve client outcomes, and reduce frustration while maintaining high professional standards. The presentation also highlights external resources — from advocacy groups to professional networks — that can strengthen tax practice in an era of limited IRS capacity.
In this course, you will be able to:
Describe how IRS staffing challenges affect taxpayer service and practitioner interactions.
Identify the most effective IRS self-help tools and digital resources for resolving client issues.
Apply practical strategies to streamline compliance and communication with the IRS.
Who should attend:
CPAs, EAs, and tax professionals advising clients with the IRS.
1 CPE hour
Your Instructor
Victoria Boon, MBA, EA
Tax Consultant | IRS Expert | Educator
Victoria Boon is a seasoned tax consultant and nationally recognized expert in federal taxation, with more than 20 years of experience in audit strategy, IRS compliance, and professional education. A former IRS Senior Revenue Agent and Subject Matter Expert with the Internal Revenue Service, Victoria brings deep technical knowledge and real-world insight to her consulting and training work in the private sector.
Throughout her career, Victoria has specialized in complex areas of the tax code, including IRC §§ 1031, 162, 274, and conservation easements. She has led large corporate audits, developed continuing education programs for IRS staff and tax professionals, and contributed to key IRS publications such as Publications 544, 551, and 946. Victoria also served as a campaign expert on aircraft taxation and conservation easements, shaping national audit priorities and training curricula.
Victoria holds an MBA from the University of North Carolina at Greensboro and a BBA in Accounting and Marketing from the University of Wisconsin Oshkosh (Cum Laude). She is also a former VITA site coordinator and a recipient of numerous performance and service awards during her tenure with the IRS.
Now in private practice, Victoria offers consulting services, CE instruction, and expert guidance on audit defense, tax law interpretation, and IRS procedure for practitioners, firms, and financial advisors across the country.
Next Webinar:
2/05/2026
1:00 PM Eastern
Thriving with Less IRS: Smart Self-Help Strategies for Tax Pros
