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Whenyourclientowes irssolutions

WHAT TO KNOW WHEN YOUR CLIENT OWES (THE IRS)

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 28, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

Most accountants know how to balance the books and prepare a tax return, but they are never taught how the IRS works and how to help their clients navigate the most powerful collection agency in the world. This webinar features David Stone a former Revenue Officer and OIC specialist, who has been in practice almost two decades since leaving the IRS. We will walk you through the ways a taxpayer can owe, and the options they have at their disposal when dealing with the IRS.

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Testimonials
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Judy, WI

"It was great that we could "see" you and just not hear you! Also, I liked being able to see the questions others were asking. Thank you for the more personal touch!"
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Garrett, NY

"The presenter was extremely knowledgeable and generous with his information. I would recommend him in this subject matter without reservation."
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ERNEST, CA

"Great verview of solutions for taxpayers that owe the IRS and the steps to take to help our clients and improve our resolution capabilities."
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Randy, HI

"Well worth my time. This was valuable information arming yourself with tools and strategies to best serve your clients."
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Silvia H, NY

"David was excellent and very knowledgeable with the topic The webinar was really very informative."
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Michael, NJ

"Very informative and educational and provides me with an opportunity to increase my tax practice."
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Winefreda, AZ

"Thank you very much CPA Academy! You are a super great help to us tax practitioners. Keep it up."
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ALLEN, GA

"If you want an instructor that takes the time to actually teach you. This course is for you."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Stone

IRS Solutions
Founder & President
david@irssolutions.com
6617756200

Irssolutions

David Stone, is the founder and president of IRS Solutions, a company that trains other accountants in dealing with IRS-client issues. Having graduated from Cal State Northridge (a.k.a. Harvard of the West) he is also the Bestselling author of “Tax Breaks of the Rich and Famous”. While David was still in college, he was handpicked as a Revenue Officer for the IRS. Aware this was to be temporary, David volunteered for jobs others did not want to do; including working the lien desk and becoming an Offer in Compromise (OIC) specialist. Before leaving the IRS to assist taxpayers in IRS dealings, David trained almost 100 new Revenue Officers. After switching sides, David founded IRS Solutions to assist taxpayers in resolving their IRS-related issues. He quickly realized two major gaps: 1) There were no tools to assist in making his job easier and 2) other accountants continually asked for assistance or referred cases. David created a system that incorporated the necessary tools to streamline IRS-client dealings. As time went on, he decided to share his knowledge and tools with other accountants. He did so through IRS Solutions.

About Our Presenter

Irssolutions
After 12 years doing all the jobs at the IRS that no one else wanted, including working the offer in compromise desk, and training Revenue Officers, David Stone was tired of watching taxpayers getting taken advantage of by the IRS. David decided to switch sides and start helping train taxpayers how to deal with the IRS. Soon he found that his best referral source was other accountants and attorneys. He realized then that accountants do a great job helping their clients prepare the financial statements, and tax returns, but they were never taught how to deal with the IRS. The second issue was how to be profitable when dealing with the unknown. Can you train someone else to help you? David hired Drew Foster. He was not an accountant, but had a background in finance and banking. With no tax experience Drew was able to become an Enrolled Agent in a couple years. He now helps clients deal with IRS collections issues and audits. Seeing how inefficient the current software being used was, they quickly realized how much time was being wasted.