Many people feel inadequate and under-qualified to take on tax resolution cases. Managing a tax resolution case from beginning to end can take a lot of time and effort. By using modern software like Canopy, the guesswork can be mitigated and the time invested can be drastically reduced! This software can streamline processes for collecting client information, storing and securely sharing client files, filling out IRS forms, and calculating potential outcomes so that tax resolution cases can be solved much faster, which makes the work more profitable.
This course will focus on the fastest way to collect information from clients and populate it to federal and state resolution forms and how to calculate reasonable collection potentials, while saving you 8-10 hours per course.
Gerald Williams (GERALD L. WILLIAMS, CPA)
"This is an excellent presentation of the tools available with Canopy (including a FREE LIFETIME TRANSCRIPT REPORTING TOOL). I have used Canopy in past years to complete OIC and other IRS controversies. This greatly reduced the Administrative and Compilation of records and reports."Peter Trapani (WSDD CPA's, LTD.)
"Very good presentation. I think that I will sign up for free transcripts. No certain that I do enough tax projects to justify the cost of canopy"Terri Pangaro (PT Bookkeeping Services)
"I really enjoyed this presentation. I learned about a service I could offer my customers that I was previously unaware of."CHRISTINE SWANN (C SWANN CPA)
"Tyler does a great job explaining how to obtain the IRS transcripts and manage the communication with the IRS and client."Dennis Carte (Carte & Associates PLLC)
"I look forward to getting more info about Canopy, looks like the solution to managing our clients tax resolution issues."Robert Slowik (Robert A Slowik PA EA CFP)
"Years back there was nothing like this, it would have made life a lot easier and more profitable."Laura Carolan (Grant Thornton)
"Informative presenter, Canopy is great software that is very organized and a breeze to use."Dara Brandon (dabFinancial)
"This course was short sweet and @ the point. I"d really consider looking into Canopy"