CPA - medium firm
Enrolled Agent
Other
This beginner-level class taught by the experts at the American Society of Tax Problem Solvers will serve as a first step into the world of tax problem resolution. Before you jump in and start solving cases it's important to have a clear understanding of who you'll be working with at the IRS, and how to get basic information on your client. After attending this training you will have a clear understanding of the job functions of Revenue Officers, Revenue Agents, and Offer Examiners. You will know how to access your client’s information from the IRS and know how and when to use form 2848 and form 8821.
Learning Objectives:
- Learn about key reference sources.
- Understand the differences between and the functions of Revenue Officers, Revenue Agents, and Offer Examiners.
- Best practices on how to access your client’s information from the IRS.
- Understand how and when to use form 2848 and form 8821.
- Critical questions to ask the client when you agree to take their case.
Lawrence Lawler, CPA, EA, CTRS
ASTPS
National Director
[email protected]
(716) 631-5111
Larry is the National Director of the American Society of Tax Problem Solvers (ASTPS). Larry has worked and consulted on literally thousands of IRS representation cases, is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide. He is a dynamic and knowledgeable speaker who offers a mix of information, personality, and humor in his presentations and interviews. He has become nationally recognized for his skills in solving tax problems, his marketing expertise, and exceptional practice management abilities. He is the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973.
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