![]() Perfect Tax Associate
PTA Seminars:
May 10-11, 2012 Baltimore, MD (East Coast)
October 18-19, 2012 Las Vegas, NV
Available live only twice a year, you can’t miss this 16 hour CPE/CLE, 2 day course. You and/or your assistant will become a highly skilled associates in the tax practice after attending this seminar.
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TOPICS:
• Stay on top of the collections,
• Ensure fees are collected before work is performed,
• Conduct pre-appointment screening,
• Gather needed data from clients,
• Organize tax problem resolution files in a consistent format,
• Monitor dates or milestones you set up initially,
• Keep your cases moving forward,
• Keep up on client contact,
• Ensure that you do not miss critical dates,
• Monitor IRS contacts,
• Free your time for personal activities,
• Avoid malpractice by tracking deadlines,
• Write crystal clear notes to the file detailing progress
INSTRUCTOR:
NORMA PADILLA, LEGAL ASSISTANT, TAX PROBLEM RESOLUTION REPRESENTATION CONSULTANT
"Although very familiar with the protocols of taxation and representation, I realized that my staff needed more than my scant directions regarding the administration of a professional tax firm. My brief, but enlightening discussion, with Ms. Norma Padilla, allowed me to realize that I needed "representation" concerning administrative procedures. I recently committed a staff member to attend ASTPS's PTA PROGRAM under the direction of Ms. Padilla; I was so pleased with the results, that it is now MY FIRM'S NEW POLICY that any new Case Manager and/or Administrative Assistant hired by this firm be required to attend her program."
LG Brooks, EA, CTRS, NTPI Fellow
Registration Fee
•$597
Team Discounts
• 2nd Person Reservation - $547.00
• 3rd Person Reservation - $497.00
Please Contact ASTPS If You Plan On 3+ Registrants Attending
Member Discount
ASTPS Members can take 5% off registration fee after all other discounts are applied.
Money Back Guarantee
We are so sure that you will be 100% satisfied with our program that we are wiling to give you a FULL REFUND if you are not! At the end of the first day, simply turn in your materials and we will gladly refund your registration fee!
CUSTOM CONSULTING:
If you have an extensive amount of staff members you want to send to this program which may be too costly, or the dates and location of this program do not suit you, click HERE to find out how we can bring the "Perfect Administrative Assistant" Training Program to your office!
"Perfect Administrative Assistant" Training Program to your office!
INSTRUCTOR:
NORMA PADILLA, LEGAL ASSISTANT, TAX PROBLEM RESOLUTION REPRESENTATION CONSULTANT
Norma Padilla, President and CEO of Consulting & Training Solutions, Inc., has been managing, training, organizing, equipping and motivating individuals in personal and professional growth for twenty years. She entered the legal field in 1995, concentrating solely on solving IRS-related tax problems since 2002. As the Tax Problem Resolution Manager of a Florida law firm, Norma is responsible for managing the day-to-day growth of this division, working daily with clients, analyzing and preparing cases for remedy and assisting in communicating with the clients and the IRS.
As a consultant, Norma’s business clients include CPAs, EAs and Attorneys across the US, performing per diem services such as ordering and studying transcripts, analyzing cases, determining appropriate remedies based on individual client circumstances, working with clients and staff to complete documents and forms for filing for remedy.
As a sought-after professional and motivational speaker, Ms. Padilla often presents her two-day, sixteen-hour CPE course on this topic. The course is delightfully heavy on the organizational building blocks of IRS representation at all administrative levels. An attendee will not only know the IRS letter codes, how to respond to IRS liens/levies while preparing tax returns for resolution, but will also envision the potential of remedy or closing the taxpayer file within eight weeks! Norma Presents on a regular basis for American Society of Tax Problem Solvers (www.ASTPS.org) and was a Premier Presenter at the 2009 National Association of State Board of Accountants (NASBA)September 2009 National CPE Expo!
Norma also does On-Site Consulting for Legal, CPA, and EA firms all over the United States, specializing in Training In-House staff including Practitioners, Junior Practitioners, Paraprofessionals, Legal Assistants and Support Staff to organize and equip the staff of the Tax Problem Resolution Divisions of firms with efficiency, effectiveness, professionalism, and productive business practice to increase their Firm’s bottom line profit.
Norma's specialty has become identifying the goal and organizing and motivating individuals to best accomplish the identified goal. She has used this ability to organize groups from 2-100 to see and be motivated to accomplish large projects. Her innate organizational skills, people skills, public relations, motivation of others, public speaking and precise communication skills make her a positive asset to whatever project she undertakes.
Consulting & Training Solutions, Inc.
678-817-1953
C.onsulting
H.elping
E.ducating
E.quipping
S.ervicing
E.mpowering
Click HERE For The ASTPS Seminar Cancellation Policy
The American Society of Tax Problem Solvers is registered with the National
Association of State Boards of Accountancy (NASBA) as a sponsor of
continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding registered
sponsors may be addressed to the National Registry of CPE Sponsors,
150 Fourth Avenue North, Nashville, TN, 37219-2417. Web site: www.nasba.org
The American Society of Tax Problem Solvers reserves the right without prejudice or liability, to postpone, re-schedule, re-locate or cancel any seminar that fails to reach minimum registration levels determined by the directors of ASTPS.
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Host: |
Norma Padilla |
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Phone: |
ASTPS: (716) 630-1650 / Norma Padilla: (678) 817-1953 |
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