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Setting up a Tax Resolution Client File

Setting up a Tax Resolution Client File By Larry Lawler, CPA, EA, CTRS, NTPI Fellow

One question that we get all the time from new practitioners with their first case is “How do I keep all my case information organized.” We put together this short video on one option to setup a tax resolution client case file. Below you will find a link to the folders used by Larry Lawler in his practice.

Check out the Client Folders used in the video here.

Practice Tip: At the end of an engagement Larry will scan all documents and shred the hard copy.

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Tax Resolution is the process of resolving a tax problem before the IRS or state taxing authorities. It is an incredibly rewarding career path where you can really make a difference fighting for your clients rights. The problem is with so much to learn it can be difficult to know where to start.

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