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Taxmentor

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CRYPTOCURRENCY TAX UPDATE 2022
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Free cpece webinars
Leveraging IRS Transcripts to Avoid Tax Prep Surprises

LEVERAGING IRS TRANSCRIPTS TO AVOID TAX PREP SURPRISES

Available Date(s)
Tuesday, August 23, 2022: 9:00AM EDT
Monday, October 24, 2022: 10:00AM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-01206-22-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The IRS makes transcripts available to both taxpayers and tax professionals, but few are utilizing them to their fullest potential. Incorporating transcripts into your tax preparation practice can assist you in vetting clients, setting proper pricing, preparing returns when information is missing, and preventing surprises from coming back to haunt both you and the client. This presentation will review using transcripts to efficiently onboard your tax prep clients and best practices to simplify the preparation of tax returns and avoid headaches down the road. Unlock a powerful tool to improve your tax prep practice! 

Learning Objectives:


  • Summarize how to access Taxpayer Transcripts and utilize software to analyze the information

  • Identify how to onboard Tax Prep clients and get the information you need quickly

  • Organize the information contained in the transcripts to better screen clients, assist in the preparation of tax returns, and appropriately set pricing for new clients 

  • Select transcripts to spot taxpayer omissions early and help your clients avoid problems down the road

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Taxmentor

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. Roger is a national speaker on tax industry best practices and consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.

Additional Materials
Sample Return Transcript
Sample Tax Help Software Report
Tax Help Software
Return Pricing Calculator
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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

Taxmentor
From the makers of Tax Help Software comes the next GAMECHANGER for the Tax Industry. Created by tax pros for tax pros, Tax Mentor is your go-to resource for practical and principled tax resolution training.

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.