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IRS Transcripts Analysis Made Simple: Pitbull Software Demonstration

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Prep.
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

An IRS transcript is an administrative record of the actions that have taken place in an individual’s tax history. While they are notorious for being complex, they can be incredibly helpful in the hands of tax professionals who know how to use them. But it’s important to understand and use transcripts to their fullest potential.

In this CE/CPE webinar, you will discover a tool that allows you to quickly obtain multiple IRS Transcripts for one or several clients simultaneously utilizing your e-services account and importing them directly into PitBullTax Software.

The application will instantaneously analyze transcript data and create easy-to-read, concise reports for a variety of purposes such as current tax liabilities, penalties & interest, filed/unfiled tax returns, federal tax liens, collection status, estimated collection statute expiration date (CSED) calculations, and first-time penalty abatement eligibility. The transcript data will be seamlessly integrated into each client's profile, various software tools, and applicable IRS Forms.

You can even print out or email detailed transcript reports and analyses to your clients and be a hero in their eyes! But that's not all. PitBullTax has taken IRS Transcripts Delivery and Reporting to the next level by supercharging it with Automatic Daily Alerts.

Join this CE/CPE course and make your IRS transcripts analysis simple and effective!

Learning Objectives

  • To identify how to increase your efficiency and optimize day-to-day processes.
  • To analyze how to request IRS Transcripts in less than two minutes using your e-Services account.
  • To discuss various IRS transcripts analytical reports.
  • To analyze how to calculate CSEDs in minutes.
  • To identify additional revenue generators by getting daily email alerts on significant changes on your clients' IRS accounts, such as upcoming audits, bankruptcies filed, rejected OIC, federal tax lien released, and more.

Recommended For

  • This IRS-Approved CE/CPE course is recommended for CPA, EA, AFSP, Tax Professionals, CRTP, Tax Directors, Tax Practitioners, and Tax Attorneys interested in learning everything about IRS transcripts analysis.

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00928-22-O)
  • 1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00928-22-O)
  • 1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00928-22-O)
  • 1 CE Credit for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0864)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

William Beisswenger

Edu-Marketing Advisor, PitBullTax Software

William is a Retention Manager at PitBullTax Software. William is from Tampa, Florida, with a bachelor’s degree in Business administration from SPC. William is ambitious, charismatic, and attentive to the needs of others. William is very competitive and strives to be the best at everything he does. When William is not focusing on his career, he enjoys reading and exercising.

About Company

PitBullTax Software

www.pitbulltax.com/

PitBullTax Software is a revolutionary web-based software designed for CPAs, Tax & Bankruptcy Attorneys, Enrolled Agents, Tax Preparers and Accounting professionals involved in IRS Tax Resolution for their clients. The software has been developed by a dedicated team of professionals with over 100 years of combined successful IRS collection resolution and information technology applications experience. The knowledge obtained over the years has been embedded in the software´s DNA to provide the best possible resolution for each IRS collection case. We are celebrating our 8th year anniversary on the market and would like to help more tax professionals in the United States to build successful representation practices and help their clients resolve IRS problems efficiently.  

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

120 Ratings

Excellent

57

Very Good

44

Average

15

Poor

4

Terrible

0

PS

Patricia Stamps, CPA (US)

Mar 24th, 2022

Presentation was good. I attended more for keeping up on what's available in case I go into taxes fulltime after retirement from current job.

NS

Nicole Serra, CPA (US)

Mar 24th, 2022

I find going directly to IRS efficient for obtaining transcripts for the very few I have ever needed.

TJD

Timothy J Doyle, EA

Mar 24th, 2022

The presenter did an excellent job of “selling” his product. But, The webinar was only slightly interesting to me because my practice only occasionally requires me to obtain transcripts from the IRS. The software costs $35 per month, way more than I could ever justify in my practice.

LB

Larry Bressler, Accountant, CPA (US)

Mar 24th, 2022

This was strictly a sales pitch

GH

Gregory Howell, CPA (US)

Mar 24th, 2022

Presenter was a bit monotone. Also, entire program was just about their software. I thought I would learn SOMETHING about the IRS and how transcripts worked, but anything I learned was incidental.

IRS Transcripts Analysis Made Simple: Pitbull Software Demonstration

FREE

1 Credit

Subject Area

Taxes

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