Facing an IRS balance due can leave your clients feeling cornered—do they pay in full or opt for an installment agreement? Are these their only two choices? What if there's a better way to navigate these waters and even prevent such large balances in the future?

In this focused presentation, you'll discover the power of tax resolution within the broader spectrum of tax services, and how you, as a trusted advisor, can offer real, effective strategies to relieve your clients' tax-related anxieties. We'll dive into understanding the fears and challenges your clients face when dealing with large tax balances and show you how to bolster their confidence, further gaining their trust. By doing so, not only will you solidify your role as their go-to tax professional, but you'll also open the door to generating more business through positive referrals.

Learning Objectives:

• Evaluate tax resolution and its crucial role in tax services


• Recognize the feelings that clients experience when dealing with the IRS


• Learning the added value tax resolution brings to your practice


• Identify your clients' IRS-related anxieties and provide calming solutions


• Determine differences between Form 8821 and Form 2848, and identify when each is applicable


• Name a variety of resolution tools that offer real benefits to your clients


• Recognize how to enhance your service's value by educating your clients with key financial insight

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222