Attend the 3rd day of the Super Conference for FREE ($299 value)
ASTPS will be holding its annual 3-day Taxpayer Representation Super Conference in Las Vegas Oct 18-20 at the same location as the Boot Camp. Las Vegas Boot Camp attendees will have the opportunity to stick around for an extra day of tax resolution education for FREE.
The two bonus presentations that you will hear are:
Michelle Schwerin, CPA, ESQ.
Into every day, a little rain must fall, or so they say… Likewise we all encounter unanticipated roadblocks as we strive to solve our client’s tax problems. Michelle will bring on the sunshine by telling you how to to secure meetings and the best tactics for those meetings with: the taxpayer advocate’s office, group managers, territory managers, revenue officers, revenue agents, tax compliance agents, ACS, appeals officers, and settlement officers.
Closing Like a Pro
Lawrence M. Lawler, CPA, EA, CTRS
We have now engaged the client we want, built a professional case file, discussed the tools available to resolve their tax problems, considered the alternatives, and implemented our plan. We have even resolved any roadblocks along the way. However, we are not finished yet. We need to finish the job through a closing meeting and a plan to put the taxpayer on the correct path for the future. If we neglect this final step, we will miss the opportunity to be sure the client appreciates our efforts, pays any outstanding fees, returns for other work, recommends us to others, and most importantly acts on everything required to comply with the agreement forged with the IRS.