Facing an IRS balance due can leave your clients feeling cornered—do they pay in full or opt for an installment agreement? Are these their only two choices? What if there's a better way to navigate these waters and even prevent such large balances in the future?

In this focused presentation, you'll discover the power of tax resolution within the broader spectrum of tax services, and how you, as a trusted advisor, can offer real, effective strategies to relieve your clients' tax-related anxieties. We'll dive into understanding the fears and challenges your clients face when dealing with large tax balances and show you how to bolster their confidence, further gaining their trust. By doing so, not only will you solidify your role as their go-to tax professional, but you'll also open the door to generating more business through positive referrals.

Learning Objectives:

• Evaluate tax resolution and its crucial role in tax services


• Recognize the feelings that clients experience when dealing with the IRS


• Learning the added value tax resolution brings to your practice


• Identify your clients' IRS-related anxieties and provide calming solutions


• Determine differences between Form 8821 and Form 2848, and identify when each is applicable


• Name a variety of resolution tools that offer real benefits to your clients


• Recognize how to enhance your service's value by educating your clients with key financial insight