Basic Tools for Tax Professionals


Information You Need to File Returns for Your Clients

Due Diligence

Confirming Payment/Credits On Tax Account

Tax Payment Alternatives

Your Responsibilities As A Tax Professional

Campus Responsibilities and Operations

Reference Materials

Representing Your Client Before the IRS After Returns Have Been Filed

IRS Collection Tools and Your Clients’ Rights

Requesting Transcripts and Other IRS Information on Clients

Frequently Used Telephone Numbers for Practitioners