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[ 2025 Training Event #12 ]

My Client Doesn’t Owe That, IRS! Proven Ways to Fix Incorrect Tax Balances

Tuesday, Dec 2nd | 2:00-3:00pm Eastern

Enter your information below (exactly as the IRS has it) to register for this event. Include your PTIN number if you would like to receive continuing education credit with the IRS. CPAs & Attorneys do not need to enter a PTIN if they do not need IRS credit.

 

Course Description

Taxpayers have the right to pay no more than the correct amount of tax. But what if the IRS says your client owes more than they really do?

As tax professionals, we need to know how to fix these kinds of problems. There are tools available—but using the wrong one can make things worse. Delays can lead to more penalties and interest. Choosing the right approach can save your client time, money, and stress.

In this class, you’ll learn how to deal with incorrect balances using the best tools available, including:

  • Amended returns
  • Audit reconsideration
  • Doubt as to Liability Offers in Compromise (OIC)

These strategies are often the fastest and most effective way to solve tax problems and get your client back on track.

In this session, we’ll cover:

  • Where incorrect IRS balances come from
  • When to file an amended return
  • What to do if the IRS won’t process your amendment
  • How and when to request an audit reconsideration
  • When to file a Doubt as to Liability OIC (and how to do it right)

If you want to help clients who say “I don’t owe that!”, this class will give you the confidence to act—and the tools to succeed.

Participants will earn: 1.0 CPE/CE credit

Field of Study: Taxation

Price: FREE

Course presented by: Angelene Wierzbic, EA, CTRS

Angelene is an IRS Enrolled Agent as well as a Certified Tax Resolution Specialist. She has spent nearly two decades in the trenches alongside industry experts Larry Lawler and LG Brooks working on complex tax resolution cases. She has worked and consulted on many hundreds of cases in her career and is an instructor in the famous ASTPS Tax Resolution Accelerator.

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.

The American Society of Tax Problem Solvers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.