Content Provider
Canopytax logo
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Practice Management & Tax Resolution Guide
Webinar Technical FAQs
Canopy moderntools

TAX RESOLUTION: MODERN TOOLS TO GET MORE TAX RESOLUTION CASES DONE FASTER

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 11, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Tax Resolution: There Is a Better Way

Tons of practitioners are discovering that adding tax resolution services to their existing practice can significantly increase their income and help maintain, or even grow, their monthly revenues after the close of tax season. However, without the right tools, IRS representation cases can be painful work. Attend this webinar to learn about powerful resources that make resolving IRS collections easier on you and your clients. These tools will allow you to effortlessly gather client information and documents, quickly asses tax resolution scenarios, and auto-complete the appropriate IRS forms, making tax resolution as painless as it is lucrative.

Learning Objectives

  • Leveraging software to increase ROI on tax resolution cases

  • Financial analysis of IRS collection outcomes

  • Tax resolution process and workflow efficiencies

  • Offer in Compromise (Form 433 series), Installment Agreement, Currently Not Collectible

Not logged
Testimonials
Profile img default

Valarie, FL

"Wonderful presentation. I will definitely check out the website. I believe it's worth the investment even though I have less than 10 resolutions per year."
Profile img default

Mary, CO

"It was very interesting. The software is a great way to handle Tax Resolution and keep on top of what needs to be done."
Profile img default

Vikki, VA

"The presenter was interesting and easy to listen to. The tutorial presentation was well done and easy to follow."
Profile img default

Robert, IA

"Canopy is an excellent tracking program and would be of use in a tax office and a CPA firm."
Profile img default

Brian, NJ

"Great way of making 433-A & B able to be filled in easily!"
Profile img default

Derek, MN

"Very well presented content."
Show more testimonials
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Kurt Avarell

Canopy

team@canopytax.com
(855) 616-7305

Canopytax logo

Kurt began his career as a tax attorney at Milbank, a leading international law firm based in New York City. He then built a highly successful tax resolution firm, but he was continually frustrated with the lack of effective software available to help tax professionals accomplish their work in a simple and elegant way. He set out on a mission to make taxing work simple. He is now the CEO and founder of Canopy, a cloud-based tax resolution and practice management software company that is replacing antiquated tax practice solutions with modern, simple ones. Kurt obtained his law degree from the J. Reuben Clark Law School at Brigham Young University. He also obtained a master's and bachelor's degree in accounting from Brigham Young University.

About Our Presenter

Canopytax logo
Canopy’s suite operates on a modern, cloud-based platform that brings live updates to your systems when needed. With a customizable suite entirely based on the needs of your firm, Canopy unlocks the path to success through industry-leading practice management software.