Content Provider
Canopytax logo
Handout Materials
Presentation Slides
Additional Materials
Practice Management & Tax Resolution Guide
Webinar Technical FAQs
Canopy moderntools2

TAX RESOLUTION: THERE'S A BETTER WAY

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 13, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Tons of practitioners are discovering that adding tax resolution services to their existing practice can significantly increase their income and help maintain, or even grow, their monthly revenues after the close of tax season. However, without the right tools, IRS representation cases can be painful work. Attend this webinar to learn about powerful resources that make resolving IRS collections easier on you and your clients. These tools will allow you to effortlessly gather client information and documents, quickly asses tax resolution scenarios, and auto-complete the appropriate IRS forms, making tax resolution as painless as it is lucrative.

Learning Objectives

  • Leveraging software to increase ROI on tax resolution cases

  • Financial analysis of IRS collection outcomes

  • Tax resolution process and workflow efficiencies

  • Offer in Compromise (Form 433 series), Installment Agreement, Currently Not Collectible

Not logged
Testimonials
Profile img default

Michael, WI

"This was the best overall webinar that I have attended. The tag-team approach with Tanya and Ted was tremendous. They really complimented each other. Tanya stayed grounded and Ted was bursting at the seams wanting to demo Canopy. I must say that this appears to be a kick-butt program! Hopefully that language is not offensive to anybody. :-) I just received my first IRS representation client, last Fall. It was sort of by accident that she came to me. I was not promoting this service. This person is a retired CPA who hated anything tax related. I have enjoyed the experience and want to do more of it. Canopy might be the asset I need to expand on the opportunity and be able to open more doors. Thanks again for the great webinar!"
Profile img default

Rose Ann, OH

"This was a fantastic presentation! I hate to do these on paper. I do not do many of them and if in the future I would need to do more I will contact your company. My only comment is I wish more of the material on the screen would have been included in the prinout."
Profile img default

Fred, CA

"OIC with the IRS can be very daunting to present. This short 1 hour presentation was excellent!!!! It made the process so much more understanding. The SW for doing the OIC (Canopy) a great companion product. All reps before the IRS should use this SW."
Profile img default

Monique Nicole, NY

"Tanya was very effective and knowledgeable. She really did an excellent job explaining the all process. I did gain knowledge to do my job better. Thank you..."
Profile img default

EGBERT, NY

"The webinar was very informative on matters relating to Offer In Compromise. I particularly love the integration with the tool, Canopytax.com. Very helpful!"
Profile img default

Stephanie, LA

"This webinar was great to assist individuals that have Tax issues and a good webinar for off season tax time. Thanks"
Profile img default

Linda A, FL

"Excellent presentation - Canopy software was new to me so I learned a lot."
Profile img default

Daniel, CO

"Very well prepared and delivered"
Show more testimonials
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Ted Ferrin

Canopy
Director
ted@canopytax.com
(855) 616-7305

Canopytax logo

Linkedin
Taxedge logo

Tanya has been an enrolled agent since 2006 and received a B.S. in accounting and a minor in business administration from Mesa State University. Tanya practices as a public accountant in the area of personal, business, and non-profit tax preparation, planning, and consulting. She is also a CTRS - Certified Tax Resolution Specialist. She has been practicing in accounting and taxation since 1994.

About Our Presenter

Canopytax logo
Canopy’s suite operates on a modern, cloud-based platform that brings live updates to your systems when needed. With a customizable suite entirely based on the needs of your firm, Canopy unlocks the path to success through industry-leading practice management software.