IRS Practice Series: Curing the Addicted Tax Delinquent-A 12-Step Program

Author: Eva Rosenberg

CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

While some clients face difficult tax situations only once or twice, others need additional counseling to reform poor habits. This course covers common reasons for tax delinquency and includes a 12-step program to build better practices. You'll also learn which clients to avoid to protect the success of your business.

Publication Date: July 2019

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
  • Clients who are apt to develop a pattern of non-filing or non-paying
  • Setting up procedures to help your clients develop good habits
  • Knowing which clients to simply reject
  • 12-step program to help your clients overcome their tax fears

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 the steps a Tax Stumbler must take to stop the cycle
  • Recognize who should be on the Tax Stumbler's support team
  • Identify a good way to get your client to get back into compliance
  • Recognize if all Tax Stumblers are flakes
  • Recognize which agencies you should consider when dealing with a tax delinquent
  • Identify ways to make sure the client remains in compliance
  • Recognize what should be included when preparing an engagement letter
  • Differentiate consequences of tax delinquency
  • Identify the best way to ensure that your Tax Stumbler client stays informed
  • Recognize why Tax Stumblers are terrific clients
  • Describe what is not a good way to reward a tax delinquent once they are on the path to compliance
  • Identify when is the best time to follow up with a Tax Stumbler who is paying an installment agreement
  • Recognize if you should take this client on as a tax preparation client, once the current tax debt is resolved

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic knowledge of tax preparation.

Advance Preparation
None.

Registration Options
Quantity
Fees
Regular Fee $59.00

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