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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

AJ Reynolds

President at ABC Bookkeeping & Tax Svcs Inc.

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