Content Provider
Taxmentor
Middlebanner capstan03262025
Handout Materials
Presentation Slides
Additional Materials
Supplemental Handout
Webinar Technical FAQs
Free cpece webinars
Leveraging IRS Transcripts to Avoid Tax Prep Surprises
Taxes

LEVERAGING IRS TRANSCRIPTS TO AVOID TAX PREP SURPRISES

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 10, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other
Series: Top Presenters 2023, Taxes, Enrolled Agents, Top Presenters 2022
Course Description

The IRS makes transcripts available to both taxpayers and tax professionals, but few are utilizing them to their fullest potential. Incorporating transcripts into your tax preparation practice can assist you in vetting clients, setting proper pricing, preparing returns when information is missing, and preventing surprises from coming back to haunt both you and the client. This presentation will review using transcripts to efficiently onboard your tax prep clients and best practices to simplify the preparation of tax returns and avoid headaches down the road. Unlock a powerful tool to improve your tax prep practice! 

Learning Objectives

  • Summarize how to access Taxpayer Transcripts and utilize software to analyze the information

  • Identify how to onboard Tax Prep clients and get the information you need quickly

  • Organize the information contained in the transcripts to better screen clients, assist in the preparation of tax returns, and appropriately set pricing for new clients

  • Select transcripts to spot taxpayer omissions early and help your clients avoid problems down the road

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Roger Nemeth, EA

Tax Mentor
President
[email protected]

Taxmentor

Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS transcript analysis industry a decade ago launching Tax Help Software. Roger is a national speaker on tax industry best practices and consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.


  User-added image  User-added image

Linkedin

Catharine O'Connor

Tax Mentor
Head of Education
[email protected]

Taxmentor

Catharine is a skilled attorney with diverse experiences in managing client relationships and employees. Since 2012, she has successfully helped clients and employees navigate the complex and bureaucratic rules of the Internal Revenue Service.

About Our Presenter

Taxmentor
From the makers of Tax Help Software comes the next GAMECHANGER for the Tax Industry. Created by tax pros for tax pros, Tax Mentor is your go-to resource for practical and principled tax resolution training.

So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.