Program Overview
August 13, 2025 | 6:00 pm - 8:00 pm| Webinar
Hosted by CSEA Chapters Statewide
Speaker Marc Dombrowski, EA
Description
Once a new prospective Rep client is in front of you (or on the phone), what details do you need to sign the client? What will the IRS need to bring them into compliance? What is the process in your office? Asking the correct questions to determine the real problem is critical. How do you contact the IRS to get the case started? Who do you speak to at the IRS? Who do you not speak to?
Learning Objectives
1. Establish an outline of Initial Interview questions to figure out the client's current compliance and past timeline.
2. Understand the importance of Compliance in a representation case and impart that knowledge to a client
3. How to pull out a basic financial from a taxpayer
4. Procedures to fill in the proper IRS form 2848 or 8821 for a new rep client
5. Understanding basic IRS Collection Letters to see where the client in in the Collection Process.
Learning Level Intermediate
Prerequisites & Advance Preparation None
Continuing Education
IRS: 2 hours Fed Tax Topics | CTEC: 2 hours Federal Tax Topics | CA Bar: 1.75 hours Taxation Law | CPA CA: 2 hours Taxes (Self-Reporting)
Pricing
Member: $24.95 | Non-Member: $49.95
Webinar Details
After registering, everything you need for attending this webinar will be found in Your Learning Center.
Cancellation/Refund Policies
Please contact the host chapter at info@csea.org for refund/cancellation policies related to this event.