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Toolkit

CPA Partner Toolkit

  • For CPAs, Enrolled Agents and tax preparers

Free IRS Tax Resolution Referral Toolkit

Spot collection risk early, know which IRS notices mean your client’s clock is running, and refer a client in minutes.
Inside the toolkit
  • The IRS notice escalation ladder
  • The 60-second collection risk screen
  • When to refer, and how
  • What happens after you refer

We handle the IRS problem. You keep the client.

Spot collection risk early, know which IRS notices mean your client’s clock is running, and refer a client in minutes.

Steven Gu, Esq.

Tax attorney & CPA · Admitted to the U.S. Tax Court

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