Monday, July 22 | 3:20 p.m. - 5:00 p.m. | Concurrent Session

Client Representation, Collections and IRS Notices

2 CPE for AFSP, EA, CPA, CRTP

During this session, we will provide techniques for tax professionals to aid clients resolving IRS notices and collection activity. This includes reviewing installment agreement options for your client and ensuring there is not a conflict of interest when representing them. Additionally, we will furnish a beneficial synopsis regarding client representation and handling various associated issues.

Objectives
Upon completion of this session, you will be able to:

Identify client representation techniques
Explain types of IRS transcripts
Analyze collections procedures
Distinguish different types of installment agreements
Summarize conflicts of interest

CPE information
Duration: 100 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

A.J. Reynolds, EA

President at ABC Bookkeeping & Tax Svcs Inc.