Finding Gold: How to Identify Tax Resolution Clients During Tax Season
3 cpe credits
This special workshop will review the opportunities that exist to assist your existing tax preparation clients with tax issues, how to spot those opportunities during tax season, and how we determine what we will do with these clients to best get the issue resolved.
This special workshop will include the following:
The program will cover issues regarding first-time penalty abatement and abatement for reasonable cause, determining the best filing status, helping non-filers come in and get into the system in a way they can resolve outstanding balances, and what to do with clients who need to clean up their past misdeeds. We will also discuss how to best set the client up to compromise away any balance they will have once the return get filed and assessed.