2021 Top 10 Tax Problem Solving Tips

Author: Jim Buttonow

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.

Publication Date: September 2021

Designed For
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

  • IRS compliance enforcement and tax problems
  • 3‐step tax problem solving process
  • Top trends and tips for:
    • IRS audits and underreporter notices
    • IRS collection issues
    • Relief for common IRS penalties
  • The most important tip

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)
  • Recognize how to 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
  • Recognize how to utilize tips that will increase client retention
  • Identify the approximate amount the IRS losses each year due to noncompliance
  • Identify one of the major IRC compliance programs related to non-filing
  • Identify the last step in the three-step tax problem solving process
  • Recognize which type of transcripts is available for all years
  • Identify the most under-utilized tax problem solution


Instructional Method

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

Registration Options
Regular Fee $62.00

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