Each year, over 20 million taxpayers have a tax problem or issue with the IRS, and 70 million or more taxpayers must interact with the IRS outside of filing a tax return. Most taxpayers involve their trusted tax professionals to avoid a tax problem. But when an IRS tax problem or notice arises, most clients expect their tax professional to intervene and get the best outcome for them.
In this course, you will get insights into the most common tax problems and issues, and walk away with 10 practical tips to use to get the best results when resolving issues for your clients. In the end, your firm will increase client retention and position itself as a year-round trusted tax advisor.
Objectives
Upon completion of this session, you will be able to:
Recognize trends in current IRS compliance enforcement programs
Identify the most common tax problems facing taxpayers and solutions commonly used to resolve these problems
Follow the three-step tax problem solving process to effectively resolve a client's tax problem(s)
Implement best practices to obtain the best outcome for client tax problems and issues
Set up your firm to be proactive in resolving client IRS post-filing issues and notices
