Facing an IRS balance due can leave your clients feeling cornered—do they pay in full or opt for an installment agreement? Are these their only two choices? What if there's a better way to navigate these waters and even prevent such large balances in the future?
In this focused presentation, you'll discover the power of tax resolution within the broader spectrum of tax services, and how you, as a trusted advisor, can offer real, effective strategies to relieve your clients' tax-related anxieties. We'll dive into understanding the fears and challenges your clients face when dealing with large tax balances and show you how to bolster their confidence, further gaining their trust. By doing so, not only will you solidify your role as their go-to tax professional, but you'll also open the door to generating more business through positive referrals.
Learning Objectives:
Counting Pennies
Chairman and CEO
randy.hughes@cpennies.com
(800) 234-1449
H. Randy Hughes, III is Founder and Lead Instructor of the Well-Rounded Accountant Program, a 6 to 12-month mentorship program designed to assist accountants with existing practices to move from compliance to advisory and to help corporate accountants identify their niche and start their own accounting firm. He is also the Chairman and CEO of Counting Pennies LLC, a boutique private accounting firm that provides business advisory, bookkeeping/tax prep, tax resolution, and tax planning services. Its clients range from individuals and entrepreneurs to 7 and 8-figure businesses in need of specialized guidance. Prior to starting his own firm, Randy worked as a Management Analyst and Controller for KPMG, John Q Hammons Hotels, Inc, and Kimpton Hotels & Restaurants. As an Enrolled Agent, Randy is a federally licensed tax practitioner with unlimited rights to practice and represent taxpayers before the IRS. In addition, he is also a Certified Public Accountant (CPA), Certified Tax Coach (CTC) and Certified Tax Resolution Specialist (CTRS).
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222