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High Caliber Educational Content for All Accounting and Business Professionals

The leaders at Tax Help Software partner with CPAacademy.org, the leading platform for knowledge sharing and idea exchange in the accounting industry, to bring webinar presentations of the highest quality in order to advance the field by driving down the cost of continuing education.

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Roger Nemeth, EA, President

Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS transcript analysis industry a decade ago launching Tax Help Software. Roger is a national speaker on tax industry best practices and consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.

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Catharine O'Connor, Head of Education

Catharine is a skilled attorney with diverse experiences in managing client relationships and employees. Since 2012, she has successfully helped clients and employees navigate the complex and bureaucratic rules of the Internal Revenue Service.

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Webinars from Industry Leaders on Topics such as:

  • Getting Started with E-Services
  • First Time Penalty Abatements (FTA) Made Easy
  • Grow Per-Client Revenue
  • End CP2000 Notices
  • And more!

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Game Changing Training, Created by
Tax Pros for Tax Pros

Webinars from the leaders at Tax Help Software are your go-to resource for practical and principled tax resolution. Learn more about the different webinars offered.

E-Services are a suite of web-based tools that allow Tax professionals, and others, to conduct online transactions with the IRS including access to taxpayer transcripts. The IRS continues to expand and improve online services, which should accelerate with funding from the Inflation Reduction Act (IRA). Planned improvements include integrations with taxpayer accounts (including some notices), quicker access to transcripts, and more tools for tax pros. Online integrations and services have evolved over the last few years and will bring more change to the industry in the years ahead. This webinar will walk you through e-Services; signing up, accessing tools, and future developments.

 

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This updated and fast-paced (yet comprehensive) course reviews the IRC and IRM authority for approval of First Time Penalty Abatement (FTA) as well as additional guidance issued by the Internal Revenue Service. We will show you how to request FTA, illustrating the process with scripts and examples.


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 Gaining access to taxpayer records is a complicated and challenging undertaking constrained by the overburdened Central Authorized File (CAF) unit. Not surprisingly, these attempts frequently result in processing delays and/or failures. This class will teach you the most effective process of preparing and submitting form 8821 (Tax Information Authorization) and form 2848 (Power of Attorney) in order to successfully access your taxpayer’s IRS records. Using our recommended methods, techniques, and proven best practices will result in a 95% submission success rate.


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Forms 8821 & 2848 are used by tax professionals to access taxpayer information from the IRS. These forms remain in force until revoked by the taxpayer or withdrawn by the tax professional. It is important for tax professionals to keep on top of the authorizations they have submitted and withdraw them when no longer necessary. This webinar will provide best practices for monitoring active authorizations and withdrawing when no longer necessary.


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The Refund Statute Expiration Date (RSED) is a statute of limitation that is a date, by law, for a taxpayer to claim a refund for overpayment of taxes. Understanding the RSED is vital to protecting a taxpayer’s right to a refund and in determining deadlines for filing amended returns or making an abatement request. The rules have several variables which can often be difficult to understand. This presentation will review the rules for the Refund Statute Expiration Dates by using visual examples to easily illustrate how the RSED works allowing Tax Professionals of all levels to feel confident in their understanding.


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The IRS is a giant bureaucracy with massively complicated computer systems. An outsider might assume that the IRS would not want taxpayers to know they were under an impending exam and would keep it hidden. Fortunately for tax practitioners, IRS transcripts can frequently provide clues to identify individual examinations before the IRS takes action. This window offers an opportunity for tax practitioners to be proactive in dealing with impending client issues saving their clients’ money while allowing practitioners to generate additional revenue & retaining existing clients at a higher rate.


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IRS transcripts represent an untapped opportunity for tax professionals to increase revenue per client and improve retention rates. Tax Help Software (THS) leads the industry in IRS transcript tools and analysis. Now using THS is easier than ever with the launch of the Co-Pilot Program. Tax monitoring through THS is made easy with calendar reminders, regular emails, easy-to-follow guides, and how-to videos.


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Automated Underreporter (AUR) exams impact millions of taxpayers each year—resulting in billions of taxes, penalties, and assessments being assessed by the IRS. Imagine being able to notify a client months in advance that they might be subject to an Automated Underreporter (AUR) exam. Utilizing IRS transcripts, you can predict if your client may be about to receive a CP2000 notice, helping your client save money and stopping the blame game once and for all.


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