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Best Practices for Using the New IRS Online Services On-Demand Webinar

Summary

The past year has seen the IRS roll out several important releases affecting how tax professionals obtain transcripts for their client.

  • New e-services API with increased download speeds, up to 25,000 transcripts per hour
  • Secure Access Portal allowing online upload of Form 2848, Power of Attorney, and Form 8821, Tax Information Authorization
  • Online Tax Pro Account with instant power of attorney

Roger Nemeth, the creator of Tax Help Software, will walk you through this rapidly evolving area, explore the advantages and pitfalls in the new IRS systems, as well as previewing where the system is headed. Roger revolutionized the industry by creating the first IRS transcript software and has been involved in directly integrating software with the IRS systems for over a decade.

In addition to reviewing the IRS modernization efforts, Roger will demonstrate how to use Tax Help Software to optimize your tax practice, including:

  • Identifying audits and CP 2000s months, or even a year, in advance of the audit
  • Selling IRS account monitoring products to enhance your client’s experience
  • Identifying missed refund opportunities and other revenue generating opportunities
  • Course Details

    This on-demand webinar includes the presentation slides, recording of the webinar broadcast and attendee top questions.






       

    Presented by: Roger Nemeth, EA

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