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

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 topic is the eleventh course in the IRS Practice Series.

Publication Date: August 2016

Designed For
Any proactive, current or prospective, Circular 230 practitioner that understands the IRS is ramping up the "close the tax gap". Tax practitioners who want to protect their existing clients from IRS' predatory collections action — and from clients' own insecurities and personal failures. And tax practitioners who want to grow their business into this rapidly expanding market.

Topics Covered

  • The causes of tax delinquency
  • Recognize 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
  • Differentiate the steps for a Tax Stumbler to stop the cycle
  • Describe who should be on the Tax Stumbler's support team
  • Recognize ways to get your client back into compliance
  • Recognize the common characteristics of Tax Stumblers
  • Identify which agencies to consider when dealing with a tax delinquent
  • Describe the ways to make sure a client remains in compliance
  • Recognize what should be included when preparing an engagement letter
  • Identify consequences of tax delinquency
  • Recognize the necessary follow up for a Tax Stumbler


Instructional Method

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic knowledge of tax preparation.

Advance Preparation

Registration Options

Regular Fee$49

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