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The Best e-Services and IRS Transcripts Course for Beginners and Experts

Taxes

THE BEST E-SERVICES AND IRS TRANSCRIPTS COURSE FOR BEGINNERS AND EXPERTS

Watch Archived Video

Cost Free

Presentation Length 2.0 hours

Recorded DateJune 17, 2020

CPE:Not available

(archived webinars do not offer CPE credits)

Subject AreaTaxes

Course LevelBasic

Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other

Series: Taxes, Enrolled Agents

Course Description

This session will cover two distinct topics. The first will cover the basic concepts of IRS e-Services available to tax professionals including the main feature: the Transcript Delivery System (TDS).

The second part will cover how to interpret the raw IRS transcript data received primarily from TDS and identify current and potential issues as well as the status the taxpayer has with the IRS. These include potential taxpayer refunds and revenue-generating opportunities for the tax professional.

Learning Objectives:

Understand how to obtain IRS transcripts through e-Services and alternatives including best practices.

Understand how to interpret the raw data from the transcripts.

Identify the taxpayer’s status.

Identify potential future issues.

Identify additional post-filing refund opportunities for the taxpayer.

Identify revenue-generating opportunities for the tax pro.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Roger Nemeth

Tax Help Software
President
[email protected]
(404) 910-3605

Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS Transcript analysis a decade ago. He launched Tax Help Software, which has downloaded over one-third of a billion transcripts. Roger is a national speaker on tax industry best practices. He also consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.

About Our Presenter

In 2010 Roger Nemeth managed a large tax franchise in Atlanta that employed 15 Enrolled Agents. Everyday he observed the large amount of time spent requesting and waiting by a fax machine on the transcripts from the IRS. These transcripts are difficult to read, therefore even more time was spent organizing the data to find the tax issues and help the client. He attempted to buy a "Transcript Analyzer" product to reduce the amount of time it took to handle these tax issues. After hours of scouring the Internet, Roger realized that one did not exist. From that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Their users have downloaded over 90,000,000 IRS transcripts and processed over 75,000 Reports. They are constantly improving the product and open to suggestions from our users.