Jim regularly helps tax firms in four areas:
- Consulting on client tax issue resolution strategies: tax professionals can contact Jim directly and get professional advice on how to address their clients’ tax issue.
- Representation before the IRS and State Departments of Revenue: Jim will work with tax pros, on a joint Power-of-attorney, to directly represent and resolve client issues. In the end, the client will get the best outcome and the tax pro will retain the client.
- Tax firm post-filing best practice strategies: Jim’s technology and tax administration expertise help firms set up systems to monitor client notices and resolve them in the best manner. This reduces firm risk and makes happy clients. Jim regularly sets up proactive IRS notice monitoring services for tax firms that allow firms to be copied on IRS notices and be in a position to respond timely and effectively. Jim also helps firm employees set up IRS e-services accounts and work efficiently with client IRS matters.
- 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.
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