Multi Year Failure to File: Getting into Compliance

Overview

This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations, and resolution strategies. Participants will learn how to manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations, including situations with missing records and potential criminal exposure. Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

Process-from client onboarding and transcript analysis.
Risk assessment, ethical considerations, and resolution strategies.
Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.
Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance.

Prerequisites

Experience performing tax services for individuals

Designed For

Tax preparers and IRS enrolled agents

Objectives

After attending this presentation, you will be able to...

Asses the tools for onboarding new clients
Analyze Ethical considerations and risk assessment
Recall case studies relevant for tax compliance and failure to follow

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.