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TAX RESOLUTION: THERE'S A BETTER WAY

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 13, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ted Ferrin

Canopy
Director
[email protected]
(855) 616-7305

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Tanya has been an enrolled agent since 2006 and received a B.S. in accounting and a minor in business administration from Mesa State University. Tanya practices as a public accountant in the area of personal, business, and non-profit tax preparation, planning, and consulting. She is also a CTRS - Certified Tax Resolution Specialist. She has been practicing in accounting and taxation since 1994.

About Our Presenter

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Canopy’s suite operates on a modern, cloud-based platform that brings live updates to your systems when needed. With a customizable suite entirely based on the needs of your firm, Canopy unlocks the path to success through industry-leading practice management software.