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Self study cpe
Non-Filers: A Different Type of Cientele

NON-FILERS: A DIFFERENT TYPE OF CIENTELE

CPE Processing Fee$40.00
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits 2.0 hours
Subject Area 2.0 - Taxes (Federal Tax)
CE Credits 2.0 hours
Course Id# - HURS9-T-00701-20-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateMay 11, 2020
Date OfferedMay 11, 2020
Course Description

In this lecture, we examine a different type of clientele: non-filers. First, we determine what type of non-filers clients can be. Then, we cover the preliminary work that must be done and the research that must be undertaken to understand the case and determine whether or not it should be taken. Assuming it is, we move to the next step: creating an engagement letter.

After that, the lecture examines a variety of topics, including finding missing records, estimating income from expenses, how many previous returns to file and in which order, and how to handle large tax account balances that is too much for the client. In addition to this, we discuss the importance of cooperating with the IRS. We also discuss the futilities of fraud, learning what might happen to individuals if they choose to commit it. Finally, the lecture closes with a vital topic: ensuring that the professional will get paid. Non-filers are an important, but complicated niche of client, and for a professional looking to take their cases, this is not a lecture to miss!


Learning objectives:  To help businesses identify:


  • The type of clientele non-filers could be, and the myths and facts surrounding them.

  • How to determine the difference between a criminal/deliberate non-filer and someone who is a non-filer due to misfortune.

  • Preliminary work that must be performed to determine if a client should be taken on.

  • The importance of an engagement letter and early steps in the engagement.

  • The process of income estimation if income related information cannot be produced by the client.

  • How many previous years’ returns must be filed, and which order they should be filed in.

  • Options that exist in the event an outstanding tax balance is too much for the client to handle.

  • The importance of cooperation with the IRS.

  • The futility of committing fraud, and the legal ramifications on clients (and professionals) that do.

  • How to help ensure that they will get paid by their clients.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Nonfiler selfstudy
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:18:24 minutes
QUESTION 2: 0:39:08 minutes
QUESTION 3: 0:50:00 minutes
QUESTION 4: 01:22:30 minutes
QUESTION 5: 1:35:46 minutes
QUESTION 6: 1:46:31 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Eva Rosenberg, EA

TaxMama.com
Enrolled Agent
taxmama@gmail.com
8189931565

Taxmama

Eva Rosenberg, EA, Your TaxMama® has been teaching Enrolled Agents exam review courses off and on since developing the UCLA Extension program over 25 years ago.

Eva has a B.A. in Accounting and an M.B.A. in International Business. Your TaxMama® has been a TaxWatch columnist for Dow Jones' www.MarketWatch.com and author of award-winning best-sellers, including Small Business Taxes Made Easy and Deduct Everything! You can hear her on various radio stations around the country on a regular basis.  

As a speaker, TaxMama® is popular with both tax professionals and taxpayers. You can find her at www.TaxMama.com, where you can subscribe to her free podcast. TaxMama is also the moderator of the U.S. Tax Court Group at LinkedIn and invites you to join.

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Taxmama
For the tax community, our mission is to educate tax professionals to be skilled, ethical and profitable in their chosen area of tax preparation and representation.  We do this with courses, books, and newsletters.