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Category - Consultations

Articles

Do you charge for consultations, and if so what do you provide to justify that consult fee?

I am a newly enrolled agent (EA) and would like to go into practice on my own. Is an EA designation enough? Or do I need to get another license and become a CPA?

Do you think it is a conflict of interest for a CPA who is handling a taxpayer's resolution to also prepare & sign the taxpayer's prior delinquent tax returns?

Can you charge for the offer based upon a percentage of what you will save the taxpayer?

What do you do if the client expects me to do this work as part of their tax preparation?

Can you set up a client with a monthly payment plan for your fees? Is that a violation of circular 230?

What are the criteria for being accepted into the Offer-In-Compromise program?