Tax Case Support for New EAs & Tax Preparers
A dedicated session to help tax professionals work through real client cases — whether it’s questions about a tax return, transcript review, or finding the best strategy for a client facing IRS collections. Get the guidance you need to move forward with confidence and clarity.
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Step 1
Fill out intake form
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Step 2
Provide Details & Documents
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Step 3
Schedule Your Consult
FAQs
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This session is designed for Enrolled Agents, tax preparers, and bookkeeping professionals who want guidance on handling real client cases — from complex tax returns to IRS resolution strategies.
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You can bring any case where you need insight or a second opinion — such as non-filers, penalty abatements, installment agreements, Offers in Compromise, or clients currently in collections.
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Each session lasts about 60 minutes and is held virtually via Zoom. This gives us time to review your client’s situation, discuss strategy, and outline clear next steps.
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Please have IRS transcripts, relevant client documents (like 433 forms, tax returns, or notices), and a summary of the issue or your specific questions ready. The more detail you provide, the more value you’ll get from the session.
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Sessions can be rescheduled with at least 24 hours’ notice. Missed or late cancellations are non-refundable but may be applied to a future session at your discretion.