Kathy Morgan, EA, USTCP, AATPR

There are many types of people in the trucking industry. During this session, we’ll focus mainly on the long-haul trucker; however, many of the points are applicable to any type of trucker, and we will point them out as we go.

With tens of thousands of cases flowing through the IRS Independent Office of Appeals each year, knowing how to strategically position a case for Appeals can significantly impact outcomes for your clients.

Topics include relief for a client with multiple years of penalties, bringing a multi-year nonfiler back into compliance while addressing a balance due, evaluating options for a taxpayer with significant debt and limited ability to pay, and navigating an S corporation field audits.