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So you decided to take the leap and add tax resolution to your practice. Congratulations! You're well on your way to doubling your monthly income and discovering a new sense of...
It's about that time – the year is winding down and you're hard at work checking off your pre-tax-season checklist. One thing that should be on the top of your list? Earning those...
This is another tale of our two favorite tax professionals: Canopy Ken and Owen Oldschool. As we've chronicled before, Ken and Owen are remarkably similar guys who live...
In order to start representing clients in tax disputes, you need to be certified as a CPA, an attorney, or an enrolled agent. Any of these certifications will allow you to work...
Doubt as to liability is a form of Offer in Compromise that comes into play when a taxpayer doesn’t actually owe the tax the IRS claims they do. This isn’t a question of amount or...
Tax work is full of simple tasks that seem systematically designed to devour your time. These time-eaters—things like defining simple terms for your client via email, writing the...
This is a tale of two tax professionals: Canopy Ken, and Owen Oldschool. Ken and Owen are remarkably similar guys who live astonishingly similar lives—both born in 1975, both...
Tax return fraud has skyrocketed in the past few years. The emergence of new technologies has allowed hackers and criminals to find many new ways to steal taxpayers’ information...
You know you should be using engagement letters in your tax resolution cases, but you're just not sure what your engagement letter should look like. Or maybe you’ve finally...
Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client,...
If you're not utilizing client transcripts, you should be! While IRS transcripts are notorious for being convoluted, in the hands of a tax professional who knows how to read them,...
Tax transcripts are treasure troves of information. Accessing and deciphering that information, however, is another thing entirely. Until recently, accessing and translating...
So you want to be a LinkedIn superstar. You’re committed to curating a professional profile, connecting with all the right people, and occasionally even publishing fantastic,...
For the average person, receiving a collections notice from the IRS is a very stressful experience, especially if they can’t pay. For a tax practitioner, however, a client in...
Imagine that Ashley Miller, CPA, wants to develop a social media presence for her practice. She googles "social media for tax pros" to find a place to start and immediately gets...
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