IRS Practice Series: Curing the Addicted Tax Delinquent-A 12-Step Program (Currently Unavailable)

Author: Eva Rosenberg

Some clients are chronically in tax trouble. While this might be lucrative for tax professionals, it is devastating to your client, his or her family — and even to you, if you care (which you do!) This course will help you guide your clients to develop good tax and business habits — and perhaps even save their marriages and more. This course is a must for Tax practitioners wanting to protect existing clients from IRS' predatory collections action, from clients' own insecurities and personal failures, and want to grow their business into this rapidly expanding market.

Publication Date: July 2018

Designed For
Any proactive, current or prospective, Circular 230 practitioner that understands the IRS is ramping up the "close the tax gap".

Topics Covered

• Causes of tax delinquency
• 12-Step Program to Cure Tax Stumblers
• Knowing which clients to simply reject

Learning Objectives

• Recognize the tools of a chronic tax offender and how to cure them
• Identify ways to expand a practitioners practice base to include client training
• Describe characteristics of a Tax Stumbler
• Recognize and apply the 12-Step program for stopping the Tax Stumbler cycle
• Identify who should be on the Tax Stumber's support team
• Recognize how to get your client back into compliance
• Differentiate which agencies you should consider when dealing with a tax dlinquent
• Describe ways to make sure client remains in compliance
• Recognize when should be included in preparing an engagement letter
• Identify consequences of tax delinquency
• Recognize ways to ensure your Tax Stumbler clients stay informed
• Describe why Tax Stumber's are terrific clients
• Identify when to follow up with a Tax Stumber who is paying an installment agreement

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic knowledge of tax preparation.

Advance Preparation
None.