Monthly Archives: January 2012

Tax Problem Resolution Fees, Part 1

Posted on January 28, 2012 by Larry

One of the most popular tax problem resolution topics is fees. We are entering the time of year when taxes are top of mind to most people. (If you don’t think so ask Mitt and Newt…) So it seems good … Continue reading →

Posted in Management, Marketing, Sales, Tax Problems, Uncategorized | Tagged , , , , , , | 224 Comments

Who Said It?

Posted on January 27, 2012 by Sarah P

Julie & Sarah Be the first to answer correctly and receive a Starbucks gift card. (and remember – please resist the urge to google. thanks!)   “The way to stop financial “joy-riding” is to arrest the chauffeur, not the automobile.” … Continue reading →

Posted in "Who Said It?" | 154 Comments

Who Said It?

Posted on January 26, 2012 by Sarah P

“Surround yourself with the best people you can find, delegate authority, and don’t interfere.” Who said it??? Be the first to answer correctly and we’ll send you a Starbucks gift card. Yum!

Posted in "Who Said It?" | 104 Comments

The All-New Installment Agreement Form: 9465-FS

Posted on January 25, 2012 by Larry

IRS has added to its plethora of forms, but admittedly, this is a good addition. The new 9465-FS allows creation of an installment agreement for many taxpayers with minimal IRS contact. Taxpayers with a liability greater than $25,000 and not … Continue reading →

Posted in Management, Marketing, Tax Problems | Tagged , , , | 215 Comments

Want to Offer a Guarantee?

Posted on January 24, 2012 by Larry

Do you tell clients  that you will deliver what they need? Are you sure enough to back it up? Do you offer a guarantee? Tax problem resolution services require us to deal with the toughest government agency in the country. … Continue reading →

Posted in Management, Marketing, Sales, Tax Problems | Tagged , , , , , , , | 196 Comments

New IRS Form 14157 Facilitates Filing Tax Preparer Complaints

Posted on January 21, 2012 by Larry

IRS has issued a form to ease taxpayers’ burden in filing complaints against tax preparers. If the intent is to eliminate unlicensed preparers and make the new Registered Return Preparers accountable, I guess it makes sense, but I am curious … Continue reading →

Posted in Management, Tax Return | Tagged , , , | 244 Comments

Being an Expert

Posted on January 15, 2012 by Larry

It’s human nature that people want to take the easy path to solve their problems. This applies to all problems they face and the more complicated they perceive the problem to be greater the desire to find an easy way … Continue reading →

Posted in Management, Marketing, Sales, Tax Problems | Tagged , , , , , , | 171 Comments

Shareholder Loans

Posted on January 14, 2012 by Larry

Recently a fellow ASTPS member related a case to me that highlights a common problem encountered by EAs, CPAs, and attorneys who represent taxpayers under audit by the IRS. Here’s the story as it was related to me. Taxpayer Joe … Continue reading →

Posted in Tax Problems, Tax Return | Tagged , , | 100 Comments

IRS Does Not Email You

Posted on January 11, 2012 by Larry

A recent email scam involves a bogus email purported to be sent by the IRS Office of Professional Responsibility. If you receive an email of this type, do not open it and report it to OPR as it is a phishing … Continue reading →

Posted in Management, Miscellaneous, Tax Problems | Tagged , | 76 Comments

J.K. Harris Bankruptcy: Beware of Vulture Scammers

Posted on January 11, 2012 by Larry

The vultures are circling the dying prey. While JK Harris et. al. is begging to be put out of their self-inflicted misery, the lead aggregators are posting blogs about the poor taxpayers who are now without representation. It may be the … Continue reading →

Posted in Management, Marketing, Sales, Tax Problems | Tagged , , , , , , | 214 Comments