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[ Partner Training ]

How to Find, Close, & Onboard a Tax Resolution Client

Thursday, May 25th | 1pm-3pm Eastern


Course Description

During this training, you’ll have the opportunity to learn from two of the top experts in the tax resolution industry, Michael Rozbruch and Larry Lawler from ASTPS.

It’s extremely rare for Michael and Larry to get together to offer a training like this so you will not want to miss it!

During the first hour Michael will reveal his proven strategies for finding and closing tax resolution clients, including:

  • 3 things you can do right now to get clients
  • 5-step process to qualify prospects
  • How to conduct consultations and get retained
  • How to structure your fees and get paid before the case is settled

In the second hour Larry will walk you through a case study with help from Bob Sampson of PitbullTax Software and will cover:

  • Engagement letters
  • Deciding between the 8821 & 2848
  • The most important information you need to gather on every case
  • 4 things to consider when analyzing a case
  • Tips on choosing the right resolution option

By attending this webinar, you’ll gain valuable knowledge and insights that will help you increase your revenue, improve your client retention, and take your tax resolution services to the next level. Plus, you’ll earn 1.0 CPE/CE credits!

Participants will earn: 1.0 CPE/CE credit

Field of Study: Taxation

Price: FREE

Course presented by:

Larry Lawler, CPA, EA, CTRS, NTPI Fellow

Larry is the National Director of the American Society of Tax Problem Solvers (ASTPS). Larry has worked and consulted on literally thousands of IRS representation cases and is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide.

Michael Rozbruch, CPA, CTRS

Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies® and Michael Rozbruch’s Tax and Business Solutions Academy®, an eLearning, training and coaching services company that trains and helps CPAs, Enrolled Agents and Attorneys build highly profitable practices through proven marketing systems and strategies.

Additional Information:

Prerequisites: None

Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.

Advance preparation: None

Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.

Delivery Method: Group Live

For more information regarding program concerns, or cancellation
policies, please contact our offices at (716) 630-1650 or send an email to info@astps.org.