You Cannot Truly Serve a Client Whose IRS Account You Cannot See

Tom Wangaard breaks down the three-step workflow to monitor your clients' IRS accounts in real time: pull transcripts, read the story they tell, and get ahead of issues before they arise. Whether you're handling simple returns or complex situations, understanding your client's complete IRS position isn't optional—it's essential to being a true advocate. Watch to learn how to build this proactive monitoring system into your practice. From the course “Proactive Case Management: Building a Real-Time IRS Monitoring Workflow” (1 CPE credit, Taxes, Basic): https://www.cpetoday.com/course/proactive-case-management-building-a-real-time-irs-monitoring-workflow-26c01509 Taught by Tom Wangaard. CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #CPA #TaxCompliance #IRSMonitoring