CPA - small firm
Enrolled Agent
Small Business Owner
Taxpayers frequently ignore IRS letters and notices; they might be scared, in denial, or just not take those letters seriously. Tax professionals frequently have clients come into their offices with a tax bill saying, “I don’t owe this. Help me!”
Where do you even start when the client ignores the IRS exam? This webinar is intended to provide a practical road map for tax professionals who want to assist their clients with a closed examination, including discreet steps designed to streamline the research process and determine what to do next.
Learning Objectives:
- Analyze closed exam issues using transcripts and other resources
- Determine the best practices for obtaining notices to further research and determine next steps
- Evaluate the options available to correct an examination assessment after the fact
Catharine O'Connor
Tax Mentor
Head of Education
[email protected]
Catharine is a skilled attorney with diverse experiences in managing client relationships and employees. Since 2012, she has successfully helped clients and employees navigate the complex and bureaucratic rules of the Internal Revenue Service.
About Our Presenter
So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.
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