We love getting new representation clients – they are very lucrative cases. But what do you do when the phone rings? How do you get paid? What information should you ask for, and what are your first five steps?
Join us for this special program as Eric Green, the founder of Tax Rep Network, the New England IRS Representation Conference, and his own 22 person tax law firm Green & Sklarz LLC, walks you through how to onboard these new clients properly to assure you can resolve their back tax issue and make money doing it!
Ever dealt with an auditor that you begin to realize immediately must be named Lucifer? The point of an audit, according to the IRS itself, is to check on how the taxpayer is doing in respect to their returns and reporting and use this time as an educational opportunity. Yet sometimes there are examiners who do not seem to understand this and have decided it’s a time to torture you and your client. Trust us, you do not need to take their abuse! This program will review what to do when the auditor seems to be hell-bent on hurting you, the client, and anyone else who gets in their way.
It was a hard slog: you dealt with the batshit crazy auditor, then the Revenue Officer who liked to threaten stupid stuff, and finally you worked out the compromise your client wanted and received the acceptance letter. And then, guess what? Yup, the client decided to do something on their own and unwound everything! This program will review actual cases where a client’s stupidity unwound an entire deal, and review how (sometimes) we can salvage the case and save the day.
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 hundreds 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.
Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.
Eric is a frequent lecturer at American Bar Association Tax Section conferences, accounting conferences, and state Enrolled Agent conferences. He served as adjunct faculty at the University of Connecticut School of Law where he taught law students to handle taxpayer representation matters in the low income taxpayer clinic. He is often quoted in the Wall Street Journal, USA Today, CreditCard.com and Consumer Reports Financial News.
Eric is the author of the Accountant’s Guide to IRS Collection, the Accountant’s Guide to Resolving Tax Debts, a contributing author on Advocating for Low Income Taxpayers: A Clinical Studies Casebook and was interviewed for the book Stop Hiding from the IRS: The Insider’s Guide to Solving Your Tax Debts Once and For All.
Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation from Boston University School of Law.
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