Explore tax resolution software, technology, and workflow best practices that help tax professionals manage cases, automate administrative work, organize client information, and improve practice efficiency.
Tracking down transcripts, collecting documents, answering client questions and requesting signatures can feel like you’re wading through quicksand in your tax resolution business. These tedious
In 2019, the estimated tax gap (amount of uncollected taxes) totaled over $554 billion. IRS Commissioner Chuck Rettig estimates that that number has since increased
After one of the most horrendous tax seasons ever, a record number of accountants are retiring or just quitting and finding a new career path
When your client is ready to pay down their tax debt, they’ll be looking to you for expert guidance. Instead of floundering under a pile
Expanding your practice to offer tax resolution services is an exceptional way to bring in a new wave of clients and better serve your existing
Dealing with an IRS tax levy can be an overwhelming and frightening experience for taxpayers. By the time the IRS issues a levy, many individuals
Every client with federal tax debt also has an expiration date for that debt. Learning how to determine IRS CSED (Collection Statute Expiration Date) for
As a CPA, tax professional, or enrolled agent, one of the most challenging aspects of your work may be assisting clients with bankruptcy discharge tax
As a CPA, tax professional, or enrolled agent, guiding your clients through the Offer in Compromise (OIC) process can be a challenging task, especially when
When representing clients with tax debt, it’s crucial for CPAs, tax professionals, and enrolled agents to have a thorough understanding of how to do asset