CPA - medium firm
CPA - large firm
Enrolled Agent
Other
This course is a best practice course on how to do a proper tax client intake. The process is identical for tax preparation and tax resolution clients. This course is taught using a flow chart as part of the handouts for the attendees to use in their practices.
This class is for new tax preparers, those who work at large organizations, or anyone needing a standardized process.
Learning Objectives:
- Recognize how to onboard any client
- Determine how to understand a client’s situation through interviewing the client and obtaining IRS history through IRS transcripts
- Identify ways to better serve the client, save payroll, and possibly generate additional revenue
Roger Nemeth
Tax Help Software
President
[email protected]
(404) 910-3605
Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS Transcript analysis a decade ago. He launched Tax Help Software, which has downloaded over one-third of a billion transcripts. Roger is a national speaker on tax industry best practices. He also consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.
About Our Presenter
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.
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