Setting up a Tax Resolution Client File By Larry Lawler, CPA, EA, CTRS, NTPI Fellow
Setting up a Tax Resolution Client File
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.
Practice Tip: At the end of an engagement Larry will scan all documents and shred the hard copy.
Ready to Get Started in Tax Resolution?
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.
That’s where the ASTPS Accelerator Program comes in! Over the course of just 30 days the ASTPS Accelerator will empower you with the skills, frameworks, and tools required to successfully resolve IRS problems! Click the button to learn more and start your new career today!