This is a live CPE webinar presented via Zoom at 9am PDT (12pm EDT) on November 10, 2021. There is no cost to attend.

Would it make your life easier to use an organized, efficient process for approaching the resolution of tax debt cases?

Hint: The answer is “yes.”

When you have a systematic process for doing client work, you benefit from:

• Greater efficiency by never having to reinvent the wheel.
• Always knowing what your next step needs to be.
• Reduced client anxiety/frustration, because you can communicate to them what to expect.
• More productive staff, since they’ll always know what they should be doing on a case.
• Increased profits, since all this efficiency means you can handle more case volume.

In this brand-new 1-hour CE/CPE webinar, you’ll learn the seven steps that you need to take to successfully resolve EVERY tax debt case that you’ll ever work. Yes, each case will obviously have it’s own nuances, bumps in the road, and unique circumstances, but how you approach each case can always be organized into an identical structure.

This webinar is produced in association with Client Elevator.

Note: This class is presented via Zoom. You will receive the direct Zoom link upon registration.

Course Objectives

• List the general actions required to work an IRS Collections case.
• Describe the conditions that must exist in order for the IRS to grant a case resolution.
• Understand the role the taxpayer’s financial condition plays in case resolution.
• Define the most common IRS case closure programs.

Special Bonus: When you register for this webinar, you will also receive complimentary access to two valuable resources: The Tax Resolution Daily Marketing Checklist plus the Real Life Fee Example Guide.

Continuing Education Information

• Delivery Method: Group Internet Based
• Credit: 1.0 CE/CPE hours for EAs and CPAs
• Subject Area: Taxes (IRS: Federal Tax Law)
• Program Level: Basic
• Prerequisite: None. Nada. Zilch.
• Advance Preparation: Also none — easy peasy!
• IRS Program Number: 4Y1UP-T-00170-21-O
• NASBA Registry ID: 140945
• Texas State Board of Public Accountancy CPE Sponsor ID 010474

Tax Marketing HQ 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.

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas CPE Sponsor ID: 010474.

About the Instructor

Jassen Bowman, EA, CTR™, NTPI® Fellow spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 500 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and Tax Resolution Systems, a checklist manual for practitioners. Jassen’s work has been published in NSA’s Main Street Practitioner, NAEA’s EA Journal, and on AccountingWeb and CPA Trendlines.

For additional resources for growing a successful tax resolution firm, CPE classes, and information on the Certified Taxpayer Representative™ designation, visit https://TaxResolutionAcademy.com.

What Others Are Saying About Our Classes

“I’m a former Revenue Agent (nearly 9 years), and I’ve recently opened my own practice as a tax resolution specialist. Even though I’m pretty familiar with much of what you talked about, I still learned a LOT from your presentation.” -Lori Rodrigues, CPA

“The instructor was knowledgeable and clear.” -Natalie Mitchell, EA

“It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation.” -Marsha Tisdale, EA

“Practical information for our practice future.” -Donna Henderson, EA

“Great information source.” -Robert Pavicic, EA

“Jassen is very knowledgeable and boils down complicated information into what is applicable, useable and practical.” -Karen Stevenson, EA”I like your honesty when presenting the materials such as what works and what doesn’t work.” -Sharon Ishii, EA

“Excellent… Provided a great deal of useful information and gave me food for thought.” -Anthony Nazarowski, EA

“This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services.” -Rick Jenkins, EA

“I always enjoy and learn a lot in Jassen and Dan’s webinars, Thank you!” -Jennifer Ginther, EA

“Now I have an idea in which direction I will turn my career. Thank you!” -Yelena Lipovetsky, EA

Note: This class is conducted via Zoom. Before the class, you are encouraged to try a test session to make sure your system is properly set up.

For additional information about our comprehensive tax resolution training program, learn about becoming a Certified Taxpayer Representative™.

Ready to reduce your cost of client acquisition and generate a steady stream of leads? Check out Client Elevator to learn how.