Many people feel inadequate and under-qualified to take on tax resolution cases. Managing a tax resolution case from beginning to end can take a lot of time and effort. By using modern software like Canopy, the guesswork can be mitigated and the time invested can be drastically reduced! This software can streamline processes for collecting client information, storing and securely sharing client files, filling out IRS forms, and calculating potential outcomes so that tax resolution cases can be solved much faster, which makes the work more profitable.

This course will focus on the fastest way to collect information from clients and populate it to federal and state resolution forms and how to calculate reasonable collection potentials, while saving you 8-10 hours per course.