CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

How to Analyze Your Client’s Tax Situation

How to Analyze Your Client’s Tax Situation

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00225-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0230)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00225-20-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00225-20-S)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • What is an Analysis
    3 mins
  • The basic understanding of Initial Consultation
    13 mins
  • Types of IRS Transcripts
    26 mins
  • Product Delivery Option
    33 mins
  • Final Analysis Review
    42 mins

Course Description

In the past, it was difficult to get into tax resolution. You pretty much had to be an expert of the intimidatingly thick IRS manual. However, now that tax resolution services are growing in popularity, there are tons of resources available that make breaking into the business easier than ever. Tax resolution includes many services and goes by different names (IRS representation, tax relief, tax problem recovery, tax resolution, tax controversy) but in summary, tax resolution is a service in which you help a client resolve their open debt with the IRS in a way that minimizes the debt as much as possible.

This free CPE webinar, will provide you the guideline to solve majority of tax problem resolutions. Before you directly jump in and start solving cases it's important to have a clear understanding of the client’s tax and financial situation so that you are able to recommend the best resolution. You will know how to access your client’s information from the IRS, and know how and when to use form 2848 and form 8821. This webinar will cover the following 4 steps : 

  • Basic Analysis
  • The possible resolutions that might follow
  • What you’ll need from your client to complete the analysis.
  • What you'll need from the IRS to complete the analysis.


  • Know the basics of Analysis.
  • How to meet with the client to talk about their tax problems.
  • How to use a Form 2848? What to do with Power of Attorney?
  • Understand the financial analysis and different parts of financial.
  • Learn different types of IRS Transcripts.
  • Know different ways to get IRS Transcript / Compliance Check.
  • How to create your e-Services Account.
  • Know how the financial analysis reviewed.

Learning Objectives

  • To identify the four parts of an analysis and have an in-depth understanding.
  • To recognize earn how to use a Form 2848: Power of Attorney.
  • To identify the client’s monthly disposable income.
  • To recall the different types of IRS transcripts.
  • To recognize the IRS E-Services Transcript Delivery System

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA





Best advise I have received so far is the recommendation to ENQ


Information all CPA's need.


good info


Fantastic, very generous of him to allow students to call him for advice.


Extremely informative and well versed in tax issues


Great information, laid out in a helpful step by step format