Tax Firms
Jim Buttonow, CPA CITP
Updated on: November 4, 2024
Client Retention Strategies
Tax professionals can often lose a client if they get an IRS notice or have a tax issue.
Why? Clients expect their tax pro to help and 60% of taxpayers fear dealing with the IRS.
Our technology and tax administration expertise helps firms set up systems to monitor client notices and resolve them in the best manner. This reduces firm risk and makes clients happy. We regularly set up proactive IRS notice monitoring services for tax firms that allow firms to be copied on IRS notices and be able to respond timely and effectively. We are also up to date on software solutions that you can use to help with post-filing issues.
Our firm can help tax firms’ client retention strategies including:
- IRS tax notice monitoring services for the firm that will allow the firm to proactively receive notification of clients’ tax notices and issues
- Post-filing software evaluation and set-up for help with client post-filing issues that will assist in managing post-filing work and getting the best outcome
- Template post-filing forms and responses that will achieve the best outcome for the client
- Tax firm and tax professional training: specific IRS practice training aimed at tax pros getting the best outcome based on the client’s issue. Firm training on how to best work with the IRS and client retention strategies.
- Tax professional post-filing electronic services: We help firm employees set up IRS e-services accounts and work efficiently with client IRS matters through effective use of IRS transcripts.
- Tax firm and tax professional training: specific IRS practice training aimed at tax pros getting the best outcome based on the client’s issue. Firm training on how to best work with the IRS and client retention strategies.
Post- Filing Products and Serviecs
Tax firms need to be effective in how they offer and deliver post-filing and tax controversy help. They must also adhere to the complicated rules set by the IRS in its Circular 230 regulations.
We can help firms set-up and effectively these new products and services:
- IRS Notice Monitoring Services
- IRS Tax Status Annual Checkup Services
- New Client Tax History Review
- IRS Audit and Post -Filing Guarantee Services
- Tax Controversy Services
We can consult with firms to help them properly offer and implement these services, including pricing and regulatory issues expert assistance. Our technological background will help the firm set up systems to efficiently deliver these high value services.
Tax Professional Training
We can customize post-filing and tax controversy training for your firm. Jim has authored and taught over 150 professional courses in these IRS Practice and Procedure tax administration, and tax controversy areas:
- IRS Representation rules and best practices
- Effective use of IRS e-services and transcripts
- Specific tax problem areas, including:
- Audits
- Under reporter and discrepancy notices
- Collection issues and solutions
- Penalties and penalty relief
- Late and non-filers
- Employment tax issues
- IRS account issues