You get the call or email—someone has a tax problem and they need help NOW.
What’s your next move?
In this powerful two-hour training, Tax Rep Network Founder Eric Green will walk you step-by-step through the exact process of onboarding a new tax representation client, so you know exactly what to do from the very first conversation through case resolution.
You’ll discover how to:
- Conduct consultations & set pricing with confidence
- Draft airtight engagement letters (with sample letters provided)
- Handle IRS audit notices effectively from the start
- Navigate blown audits & Notices of Deficiency
- Sort through resolution options to eliminate back tax debt
Plus, you’ll get real-world strategies that you can immediately apply to streamline your practice and strengthen client trust.
Meet the Speaker
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Education Information
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Live Webcast
Field of Study: Taxes
CPE: 2 hours (Taxes)
IRS CE: 2 hours (Taxes)
Program Number: 15UFN-T-00442-25-O
Title: Onboarding The New Tax Rep Client
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Other Information
- Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program. Cancellation Deadline is October 29, 2025.
- Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
- CPE Credits & Field of Study: Recommended 2 CE / CPE Credit Hours in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
