Top 10 Tax Problem Solving Tips (Completed)

Date: Thursday, September 23, 2021
Instructor: Jim Buttonow
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

Each year, over 20 million taxpayers have a tax problem or issue with the IRS. 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 obtain 10 practical tips that will help you get the best outcome when you are resolving your clients’ tax problems with the IRS. In the end, your firm will increase client retention and position itself as a year-round trusted tax advisor.

Who Should Attend
Tax professionals and tax firm leaders who want to optimize their firm’s tax problem solving skills and get the best outcome for their clients when resolving IRS tax notices and tax problems.

Topics Covered

  • The most common IRS tax problems faced by clients
  • Trends in IRS compliance enforcement activity and what they mean for your clients
  • The 3-step tax problem solving process
  • Solutions for the most common tax problems
  • Ten tips to get the best outcome for the most common tax problems

Learning Objectives

  • Recognize trends in current IRS compliance enforcement programs
  • Identify the most common tax problems facing taxpayers and solutions that commonly used to resolve these problems
  • Recognize how to follow the 3-step tax problem solving process to effectively resolve a client's tax problem(s)
  • Utilize best practices to obtain the best outcome for client tax problems and issues
  • Identify how to set up your firm to be proactive in resolving client IRS post-filing issues and notices
  • Utilize tips that will increase client retention


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

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