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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
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!
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.
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.
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.
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.
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.
120 Ratings
PS
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
Mar 24th, 2022
I find going directly to IRS efficient for obtaining transcripts for the very few I have ever needed.
TJD
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
Mar 24th, 2022
This was strictly a sales pitch
GH
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.
1 Credit
Subject Area
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