The tax professional approaches a tax problem in a similar manner to how a doctor cures their patient. A misstep along the way can result in less than optimal results, unfinished problems to solve, and an unhappy client. In this CPE, learn the 3-step process to resolve a client’s tax problem and how to avoid the most common traps to getting the best outcome for your client. We will cover best practices and tips that will help you optimize the results for your client and avoid the most common missteps in tax problem solving.
Who Should AttendTax professionals and tax firm leaders who want to be more effective and efficient in resolving their clients’ tax notices and tax problems with the IRS.
Instructional MethodGroup: Internet-based
NASBA Field of Study
Taxes (2 hours)