Archived Webinars
(No CE/CPE Credits on archived webinars)

Getting Started With e-Services 6/23

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.

Grow Per Client Revenue Using THS 6/23

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.

Generate increased revenue throughout the year, reduce preparer errors during tax season, and increase client satisfaction & retention rates. Join us in this demonstration as we show everything THS and Co-Pilot can do for your practice.

2848/8821 Part 1 - How To Complete The Forms 10/21

This class will cover the best practices for submitting IRS forms 2848/8821, as well as requirements of IRM  21.3.7  Processing Third-Party Authorizations onto the Centralized Authorization File (CAF). Getting these forms processed at the IRS CAF unit can be a challenge. This class will cover the best practices for completing the forms, getting signatures, submitting to the IRS, and the CAF process.</br></br>

2848/8821 Part 2 - How To Submit Best Practices 10/21

This class will cover the best practices for submitting IRS forms 2848/8821, as well as requirements of IRM  21.3.7  Processing Third-Party Authorizations onto the Centralized Authorization File (CAF). We will cover the deceased taxpayer procedures and additional bonus best practices. Discussion and instructions regarding current & future online developments in submitting 8821s & 2848s.</br></br>

Leveraging IRS Transcripts to Avoid Tax Prep Surprises 6/22

The IRS makes transcripts available to both taxpayers and tax professionals, but few are utilizing them to their fullest potential. Incorporating transcripts into your tax preparation practice can assist you in vetting clients, setting proper pricing, preparing returns when information is missing, and preventing surprises from coming back to haunt both you and the client. This presentation will review using transcripts to efficiently onboard your tax prep clients and best practices to simplify the preparation of tax returns and avoid headaches down the road. Unlock a powerful tool to improve your tax prep practice! 

How To Effectively Onboard Tax Prep And Tax Resolution Clients 10/21

Course will review best practices for how to properly onboard clients. Proper onboarding will ensure you are identifying the type of tax payer, the potential issues, and appropriate services to offer. This will ensure you can communicate clearly with a client about the terms of engagement, including pricing.

First Time Penalty Abatements (FTA) Made Easy 12/21

Comprehensive course reviews the IRC & IRM authority for approval of First Time Abatement 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.

Early Exam Detection With IRS Transcripts 6/23

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 audit and would keep it hidden. Fortunately for tax practitioners the IRS does post flags to a taxpayer’s account months before an audit officially starts. This window offers an opportunity for tax practitioners to be pro-active in dealing with impending client issues saving their client’s money and allowing practitioners to generate additional revenue while retaining existing clients at a higher rate. This presentation will teach you how to implement this process into your firm.

End CP 2000 Notices: Understand & Avoid Automated Underreporter (AUR) Audits 6/23

Learn how to detect IRS CP2000/AUR early by understanding the IRS audit selection process and best practices to mitigate the effects for your clients.

Refund Statute Expiration Date (RSED) Made Easy 6/23

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.

IRS Statutes Of Limitation Dates: ASED, RSED & CSED 8/21

Course will cover how the IRS calculates the Assessment Statute Expiration Date (ASED), Refund Statute Expiration Date (RSED), and Collection Statute Expiration Date (CSED). This is a must for every tax professional to learn, according to the IRS Inspector General over 40% of the expiration dates calculated by the IRS are incorrect.

1099-K Overload - How to Protect your Clients and your Practice 1/23

Learning objectives:

  • Understand the changes to the 1099-K reporting requirements and how companies are responding.
  • Review best practices to update your tax prep client onboarding process.
  • Discuss the role IRS transcripts and transcript software can play in catching unreported income, saving your client major headaches.

How To Detect & Mitigate IRS Exams Before They Begin 9/21

This session will cover the IRS examination process and how to identify IRS Examinations before they officially begin. Once the examination has been identified the practitioner will learn how to identify the cause of the audit and mitigate the effects of the audit on the taxpayer by being proactive.

2021 Tax Credits - Avoiding Delayed Refunds 1/22

Strategies and Best Practices for Economic Impact Payments (EIPs), Recovery Rebate Credit (RRC) and Advanced Child Tax Credit (ACTC) in the the Upcoming Tax Season.