CPA - medium firm
CPA - large firm
IRS transcripts represent an untapped opportunity for tax professionals to increase revenue per client and improve retention rates. Tax Help Software (THS) leads the industry in IRS transcript tools and analysis. Now using THS is easier than ever with the launch of the Co-Pilot Program. Tax monitoring through THS is made easy with calendar reminders, regular emails, easy-to-follow guides, and how-to videos.
Generate increased revenue throughout the year, reduce preparer errors during tax season, and increase client satisfaction and retention rates. Join us in this demonstration as we show everything THS and Co-Pilot can do for your practice.
Special Offer: Webinar attendees will have access to a 6-month, fully loaded license for a $250 introductory rate.
Learning Objectives:
- Recognize how to get your client enrolled in annual IRS account monitoring
- Evaluate opportunities, such as missed credits and deductions
- Diagnose issues
- Detect audits and CP2000s up to 6 months in advance
- Identify First Time Abatement (FTA) opportunities
Roger Nemeth, EA
Tax Mentor
President
roger@taxmentor.com
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.
About Our Presenter
So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.
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