CPAs, EAs, Attorneys, Tax Professionals
How to Launch, Run and Manage a Million Dollar Tax Resolution Firm
The Ultimate Tax Representation Workshop
May 24-26, 2021
If you felt that you just went through the worst tax season of your life, you’re not alone. You might never want “to do that again,” and the good news is you might not have to. If you still love tax and love helping taxpayers pay as little as possible, then a perfect storm of events has cleared the way for you to make more money than ever before, attract grateful-for-life clients, and work normal hours all year long without the busy season madness.
We’d like to introduce you to the field of tax resolution and show you how to transform your 1040-churning tax practice into the far more lucrative and less stressful tax resolution practice, where you represent clients with IRS problems.
Let’s face it: 2021 proved that the high-volume, low-cost 1040 business model is broken. There was just no such thing as getting a 1040 out the door fast this year. We can help you replace your broken business model with something better than you’ve ever had before.
The demand is unprecedented: In 2020, 25 million taxpayers failed to file their returns on time and/or could not pay their taxes, and the pandemic fallout will increase that number quite a bit. IRS Commissioner Chuck Rettig estimates that taxpayers owe $1 trillion per year that they don’t pay or disclose, and chances are good that the current Congress will empower the IRS to collect that money.
That’s where you come in: there’s a massive need for tax professionals who know how to represent taxpayers in front of the IRS on collections issues, late filings, audits, innocent spouse, back payroll taxes, and more. Now is the perfect time to start building your tax representation practice and diversifying your income.
Most attorneys don’t offer these services, and most CPAs focus on their current base of compliant taxpayers, which leaves great opportunities for EAs, CPAs, and other tax professionals who step up to reap the rewards.
This comprehensive 3-part, 12-hour workshop will teach you the skills needed to launch, run, and manage a million-dollar tax resolution practice. Not only will you learn the ins and outs of tax resolution, you’ll also learn key practice management tips to fast-track your practice growth. Qualified participants will earn 12 CPE/IRS CE as well!
After completing this course, participants will be able to:
- List the steps to vet new tax resolution clients and set terms of engagement
- Describe the onboarding process recommended for bringing on new tax resolution clients
- Identify resolution options available based on client circumstances
- Name the very first step that’s always required when starting the tax resolution process
- Describe several cases of actual tax resolution work
- List the steps necessary to begin working with the IRS Collections division on behalf of a client
- Name several tax resolution practice management tips to better manage your tax resolution practice
Day 1: (May 24, 2021 1:00 – 5:00pm EST)
Onboarding Tax Resolution Clients – initial interview, research & analysis of taxpayer issues, and setting the terms of representation.
Day 2: (May 25, 2021 1:00 – 5:00pm EST)
The Collection Process – how IRS collections works, protecting taxpayers and understanding resolution options.
Day 3: (May 26, 2021 1:00 – 5:00pm EST)
Case Studies – Using real world examples to put it all together and show tax pros how to work a tax resolution case.
About the Instructors:
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.
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.
Roger Nemeth, EA, NTPI Fellow, is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS transcript analysis industry a decade ago launching Tax Help Software. Roger is a national speaker on tax industry best practices who also consults with some of the largest tax software companies, accounting firms, tax resolution firms and the IRS.
Roger has been doing taxes since 2006. During that time he has been the General Manager for a large franchise in Atlanta as well as a Technology Manager for several tax franchises. Roger obtained his Enrolled Agent Status in 2011. Roger is also an NTPI Fellow. Prior to getting into taxes Roger worked as a Deputy Sheriff in Leon County Florida for 8 years. Roger was injured in the line of duty and moved into the tax field. He was awarded the Medal of Valor and Purple Heart by the Florida Sheriff’s Association.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 12 hours
IRS CE: 12 hours
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.