Shift from Tax Return to Taxpayer Monitoring

Tom Wangaard reveals how shifting your unit of work from individual tax returns to ongoing taxpayer monitoring transforms client relationships and catches IRS issues before they become emergencies. Learn how proactive account tracking—whether you handle resolution or not—uncovers missed estimated tax deposits, payroll discrepancies, and other problems that typically surface as panic calls. Discover the framework that lets you deliver advisory services at scale and become your clients' trusted IRS monitoring system. 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/ #ProactiveCaseManagement #TaxCompliance #CPAAdvisory