Back Tax Negotiation Workshop

You know the process to take a client through from the Tax Representation Workflow class and article. But do you know how to read the transcripts, find the CSED, and RSED?

Once you read the transcripts do you know how to use the client's financial information along with the national standards to determine what they qualify for?

If not you need to be in attendance at the back tax negotiation workshop. During our time together I will show you actual transcripts from cases I have worked on. From there I will show you where to find areas of opportunity to upsell on the transcripts and things you need to be mindful of when considering whether or not to move forward with the engagement.

We will talk about what the check in with the client should look like after you've analyzed the transcripts.

Next we will go through multiple case studies…