The IRS is a giant bureaucracy with massively complicated computer systems. An outsider might assume that the IRS would not want taxpayers to know they were under an impending exam and would keep it hidden. Fortunately for tax practitioners, IRS transcripts can frequently provide clues to identify individual examinations before the IRS takes action. This window offers an opportunity for tax practitioners to be proactive in dealing with impending client issues saving their clients’ money while allowing practitioners to generate additional revenue & retaining existing clients at a higher rate.
Learning Objectives:
Tax Mentor
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Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS transcript analysis industry a decade ago launching Tax Help Software. Roger is a national speaker on tax industry best practices and consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.