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Practice Management & Tax Resolution Guide
Canopy moderntools

TAX RESOLUTION: MODERN TOOLS TO GET MORE TAX RESOLUTION CASES DONE FASTER

Cost Free
Presentation Length 1.0 hour 

Recorded DateNovember 11, 2015  CPE:Not available  (archived webinars do not offer CPE credits) Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Who should attend?CPA - small firm
CPA - medium firm
Other 
Course Description

Tax Resolution: There Is a Better Way

Tons of practitioners are discovering that adding tax resolution services to their existing practice can significantly increase their income and help maintain, or even grow, their monthly revenues after the close of tax season. However, without the right tools, IRS representation cases can be painful work. Attend this webinar to learn about powerful resources that make resolving IRS collections easier on you and your clients. These tools will allow you to effortlessly gather client information and documents, quickly asses tax resolution scenarios, and auto-complete the appropriate IRS forms, making tax resolution as painless as it is lucrative.

Learning Objectives

  • Leveraging software to increase ROI on tax resolution cases

  • Financial analysis of IRS collection outcomes

  • Tax resolution process and workflow efficiencies

  • Offer in Compromise (Form 433 series), Installment Agreement, Currently Not Collectible

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Canopylogo

Kurt began his career as a tax attorney at Milbank, a leading international law firm based in New York City. He then built a highly successful tax resolution firm, but he was continually frustrated with the lack of effective software available to help tax professionals accomplish their work in a simple and elegant way. He set out on a mission to make taxing work simple. He is now the CEO and founder of Canopy, a cloud-based tax resolution and practice management software company that is replacing antiquated tax practice solutions with modern, simple ones. Kurt obtained his law degree from the J. Reuben Clark Law School at Brigham Young University. He also obtained a master's and bachelor's degree in accounting from Brigham Young University.

About Our Presenter

Canopylogo
Canopy is a simple yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more. Try out a modern, seamless workflow built specifically for tax professionals at canopytax.com.