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Self-Study CPE
WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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AREAS OF CONTROVERSY UNDER THE TCJA
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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Free cpe webinars
How to Effectively Onboard Tax Prep and Tax Resolution Clients

HOW TO EFFECTIVELY ONBOARD TAX PREP AND TAX RESOLUTION CLIENTS

Cost Free
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00641-20-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This course is a best practice course on how to do a proper tax client intake. The process is identical for tax preparation and tax resolution clients. This course is taught using a flow chart as part of the handouts for the attendee to use in their own practice.

This class is for new tax preparers through large organizations that need a standardized process.

Learning Objective:


  • Learn to onboard any client

  • Understand client situation through interviewing the client and obtaining IRS history through IRS transcripts opportunities

  • Identify issues to better serve the client, save payroll, and possibly generate additional revenue

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Roger is considered the foremost authority on all things involving e-Services and IRS transcripts since pioneering the IRS Transcript analysis industry a decade ago launching Tax Help Software which has downloaded over one-third of a billion transcripts. Roger is a national speaker on tax industry best practices who also consults with some of the largest tax software companies, accounting firms , tax resolution firms, and the IRS.

Additional Materials
Flow Chart
Resolution Case Prep
IRS Pub 594
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Tax help software logo
In 2010 Roger Nemeth managed a large tax franchise in Atlanta that employed 15 Enrolled Agents. Everyday he observed the large amount of time spent requesting and waiting by a fax machine on the transcripts from the IRS. These transcripts are difficult to read, therefore even more time was spent organizing the data to find the tax issues and help the client. He attempted to buy a "Transcript Analyzer" product to reduce the amount of time it took to handle these tax issues. After hours of scouring the Internet, Roger realized that one did not exist. From that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Their users have downloaded over 90,000,000 IRS transcripts and processed over 75,000 Reports. They are constantly improving the product and open to suggestions from our users.