In this episode of the Tax Rep Network Podcast, host Eric Green sits down with former IRS Office of Fraud Enforcement advisor Esther Robinson for an inside look at how civil tax audits can turn into criminal investigations. From fraud development and civil fraud penalties to IRS Criminal Investigation referrals and real-world case stories, Eric and Esther break down what tax professionals need to know when dealing with potential fraud issues. They discuss the role of the IRS Office of Fraud Enforcement, the warning signs examiners look for, why some cases become criminal while others stay civil, and the costly consequences taxpayers face when crossing the line. Packed with practical insights, behind-the-scenes IRS procedures, and war stories from the field, this episode is a must-listen for CPAs, EAs, attorneys, and anyone handling IRS controversy work.Join us for the webinar covering this in-depth on June 4th by registering here: https://taxrepllc.com/20260604-fraud/Want to connect with Esther? Contact her at: Esther@treestoneadvisory.com.

In Part 2 of this deep-dive series, Eric Green is joined again by former U.S. Department of Justice Tax Division attorney John Mulcahy for an unfiltered look at what really happens behind the scenes in a criminal tax case.This episode pulls back the curtain on the critical decision-making process inside the government—from how cases are reviewed and approved for prosecution to the high bar prosecutors must meet under the “reasonable probability of conviction” standard. John walks through what happens when IRS agents submit a case, how DOJ attorneys analyze evidence, and why some cases get sent back for further development before charges are ever filed.Eric and John also tackle one of the most important (and misunderstood) opportunities for defense attorneys: the pre-charging conference with the DOJ. They explain why these meetings matter, how they can change the trajectory of a case, and what prosecutors are really looking for before deciding whether to move forward with criminal charges.The conversation then shifts to strategy—covering proffers, reverse proffers, and how both sides use these tools to either build or defend a case. You’ll hear real-world examples of how these interactions play out, including when they lead to declined prosecutions… and when they don’t.Finally, the episode explores the realities of sentencing, restitution, and negotiation dynamics—breaking down how numbers drive outcomes, why simplicity matters in front of a jury, and how acceptance of responsibility can significantly impact a client’s future.Whether you’re a tax professional, attorney, or advisor, this episode delivers practical insight into navigating criminal exposure, advising clients effectively, and understanding how the government thinks at every stage of a case.If you haven’t listened to Part 1 yet, start there—this is a continuation you won’t want to miss.Want to contact John? Email him at: jmulcahy@nixonpeabody.com.

What really happens when a tax case goes criminal? In this episode of the Tax Rep Network Podcast, host Eric Green sits down with former federal prosecutor John Mulcahy—now in private practice at Nixon Peabody—to pull back the curtain on how criminal tax cases are built, reviewed, and prosecuted.Drawing on over a decade of experience at the U.S. Attorney’s Office and the DOJ’s tax division, John walks through the lifecycle of a criminal tax case—from initial IRS investigation to DOJ review, grand jury proceedings, and ultimately, prosecution decisions. Along the way, he explains why the DOJ still plays a critical gatekeeping role and how consistency in tax enforcement is maintained nationwide.But this conversation goes beyond process. Eric and John dig into the real-world dynamics that shape outcomes: the discretion of Assistant U.S. Attorneys, the strategic decisions behind charging (or declining) a case, and the often misunderstood role of “willfulness” in tax crimes. Through candid stories and behind-the-scenes insights, they highlight how cases can turn on a single issue—especially intent—and why listening closely to clients can make or break a defense. Now on the defense side, John also shares what it’s like transitioning from prosecutor to advocate—working with clients in crisis, navigating complex facts, and seeing firsthand that every case has more than one side.If you’re a tax professional, attorney, or anyone curious about how criminal tax enforcement really works, this episode offers a rare insider perspective you won’t hear anywhere else.Want to contact John?  Email him at: jmulcahy@nixonpeabody.com

In this inspiring and practical episode, Eric Green sits down with tax attorney and educator Beverly Winstead to break down one of the most overwhelming challenges taxpayers face: getting out of tax debt—and staying out.Drawing from her book Get Out of Tax Debt Now, Beverly shares not only the technical steps to deal with the IRS, but also the mindset shifts that are critical to overcoming financial struggles. From her journey as a student-athlete to running the Low Income Taxpayer Clinic at the University of Maryland, Beverly brings a unique blend of personal experience, resilience, and professional expertise to the conversation.This episode goes beyond tax strategy—it’s about real-life challenges and real solutions. Beverly opens up about her own financial hardships, including student loan debt and facing foreclosure, and how those experiences shaped her mission to help others navigate the system with clarity and confidence.Whether you’re a taxpayer feeling overwhelmed or a practitioner looking for a better way to guide clients, this episode delivers clear, actionable advice without the jargon.If you’re tired of ignoring the problem and ready to take control, this conversation is your starting point.Grab a copy of Beverly’s new book here!Want to contact Beverly?  Email her at: beverly@irshelpattorneys.com.

In this week's episode, tax rep Network founder Eric Green discusses the issue of whether you can truly build a million-dollar IRS rep practice, and why he knows that it will absolutely work, if you commit to it. For those having self-doubts about their practice, listen to this short but powerful message.

A recent court ruling could unlock major refunds for taxpayers – but the clock is ticking. In this episode, Eric Green sits down with Kenny Dettman to break down the massive implications of the Kwong and Abdo decisions, as well as why they could mean widespread penalty and interest abatements tied to the COVID-era IRS shutdown period. At the center of it all? The IRS’s handling of IRC §7508A during the federally declared disaster window from 2020 through mid-2023. According to recent rulings, deadlines may have been suspended, potentially invalidating penalties and interest assessed during that time. But here’s the catch: the deadline to act is July 11, 2026. They also discuss scalable solutions, including new tools designed to automate transcript retrieval, calculations, and filings, giving both taxpayers and practitioners a way to act before time runs out. Whether you’re a tax professional or a taxpayer, this is one of those “don’t miss it” moments. Because come July 12… the opportunity may be gone for good. Tune in now and make sure you’re not the one saying, “Why didn’t I know about this?” Check out Penalty Back and see what you can recover here: https://trn.penaltyback.com/

What if you could answer any IRS question—instantly, accurately, and with complete confidence?In this episode of the Tax Rep Network Podcast, Eric Green is joined by AI strategist Denis Mezheritskiy to unveil a game-changing breakthrough: a private, purpose-built AI “Core Brain” trained exclusively on real tax resolution expertise—not unreliable internet data.They break down how this new technology allows tax professionals to:Instantly access answers from over 700 vetted Q&As and decades of experienceEliminate delays, guesswork, and risky AI hallucinationsScale their practice without adding staffIncrease profitability while working fewer hoursBuild enterprise value with systems that reduce key-person riskThis isn’t generic AI—it’s a fully trained digital expert that thinks like a seasoned tax professional and delivers step-by-step, actionable guidance in seconds.If you’ve ever felt stuck waiting for answers, overwhelmed by IRS complexity, or limited by time and staffing—this episode will change how you think about the future of your practice.The question isn’t whether AI will transform tax resolution… It’s whether you’ll be ahead of it or chasing it.Join Eric and Denis for the free webinar on May 7th here: https://taxrepllc.com/20260507-answer/

What happens when you stop following the “rules” everyone says you’re supposed to live—and build something entirely your own way?In this episode of the Tax Rep Network Podcast, Eric Green sits down with entrepreneur and author Sharrin Fuller to unpack her unconventional journey from teenage worker to salon owner… to self-taught accountant… to building and selling multiple firms.They dive into the real story behind her book Unfollow the Rules—including the highs, the hard lessons, and the parts most people never talk about. From skipping the traditional college path to navigating private equity deals, Sharrin shares what it actually takes to build a business that works for you—and what can go wrong if you’re not prepared.If you’ve ever felt stuck, overwhelmed, or unsure how to scale—or exit—your firm, this episode is a must-listen.  Raw, honest, and packed with hard-earned insight—this is one conversation you don’t want to miss.

In this episode, Eric Green sits down with Joe Woodard to break down the “strange new world” reshaping tax and accounting. They dive into how AI is transforming everything—from automating prep work to enabling firms to scale faster, leaner, and more profitably than ever before. What used to take months (and six figures) can now be built in hours, changing the game for practitioners. But this isn’t about replacing professionals—it’s about redefining them. Eric and Joe explain why the future belongs to those who shift from compliance work to advisory and representation, and how AI can solve the industry’s staffing crisis while creating massive opportunity. If you want to understand where the profession is heading—and how to stay ahead of it—this is a conversation you can’t afford to miss. Join Joe and Eric at Scaling New Heights in June: https://www.woodard.com/scaling-new-heights-2026

In this episode of the Tax Rep Network Podcast, Eric Green and Michelle Weinstein break down the five biggest money leaks that quietly drain profit, time, and energy from tax and accounting firms. From taking the wrong clients and giving away free advice to scope creep, accounts receivable, and operating without a real sales process, this conversation gets straight to the problems keeping firm owners overworked and underpaid. If you want to plug the leaks, charge with confidence, and build a more profitable practice, this episode is packed with practical insight.You can contact Michelle at https://theabundantcall.com

In this episode of the Tax Rep Network Podcast, Eric Green sits down in person with Michelle Weinstein of The Abundant Accountant to talk about one of the biggest challenges firm owners face: pricing with confidence. They dig into why AI and automation should make your firm more profitable—not cheaper—how to stop undercharging, why getting paid upfront changes everything, and what it really takes to build a firm that delivers more revenue with less stress. If you want to charge what you’re worth, improve your sales process, and create a more profitable practice, this episode is a must-listen. You can contact Michelle at https://theabundantcall.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric Green is joined again by Leighanne Lafrenz Nickle, CPA, to unpack the little-known Section 6511(h) “financial disability” rule and how it can help taxpayers recover refunds even after the normal deadline has passed. They share real case stories, practical strategies, and hard-earned lessons on transcripts, lost returns, stalled refunds, and navigating IRS dysfunction when the system breaks down. A must-listen for tax professionals handling controversy and refund cases.Want to contact Leighanne? Email her at: leighanne@lafrenznicklecpa.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode of the Tax Rep Network Podcast, Eric Green is joined by Leighanne Lafrenz Nickle, CPA, for a lively discussion on ERC claims, IRS due diligence audits, preparer penalties, and the growing problem of IRS overreach. Drawing from real cases and frontline experience, they break down what tax professionals need to know about refund deadlines, documentation, aggressive auditors, and why strong representation matters more than ever. If you handle tax controversy work, this episode is packed with practical insight you can use right now.Want to contact Leighanne? Email her at: leighanne@lafrenznicklecpa.com.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Millions of small businesses fall behind on payroll taxes. Uncle Sam is going after payroll taxes criminally in a serious way. So what makes the routine payroll tax case go criminal? Eric is joined on this week's podcast by Former IRS Special Agent and CPA Robert Nordlander. Eric and Rob break down when a business's payroll tax issue is likely to get referred to as criminal, and what the special agents look for in a payroll tax case they decide to take.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

What if you could follow your ideal clients across the internet—for pennies—and turn clicks into long-term revenue? In this episode of the Tax Rep Network Podcast, Eric Green sits down with digital marketing strategist David DeBlasio, founder of DeBlasio New Media Marketing, to break down how retargeting, AI-driven ad platforms, and lookalike audiences are transforming how tax professionals grow their practices. Eric shares the real story behind how retargeting ads dramatically scaled Tax Rep Network—reaching over 150,000 people and driving 16,000 website visitors on a modest budget. Dave explains how even small firms can dominate their local markets using data-backed ad strategies that were once only available to massive corporations.Whether you're a CPA, EA, attorney, or tax resolution professional looking to scale, this episode makes one thing clear: digital marketing is no longer a luxury—it’s the most cost-effective growth engine available.If you're serious about building a million-dollar practice, this conversation is your roadmap.Want to contact Dave DeBlasio? Go to https://deblasiomarketing.com/.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode of the Tax Rep Network Podcast, Eric Green shares a powerful lesson sparked by a conversation with former New York Giants legend Leonard Marshall. Reflecting on the iconic 1990 NFC Championship hit on Joe Montana, Eric breaks down the mindset that separates the ordinary from the elite: never quit.At LSU, Leonard was taught that “the ground is hot” — if you’re down, you get up. Fast. That same mentality applies to building a tax representation practice. Success isn’t built on the easy days. It’s built on the dark, frustrating, stormy days when you want to quit — but don’t.Eric connects this championship-level discipline to growing a million-dollar practice: keep producing content, keep speaking, keep marketing, keep grinding. It must work — if you don’t stop.If you want next-level results, you need next-level persistence. Brick by brick. Play by play. No quitting.

Feeling overwhelmed? You don’t need more hustle—you need a game plan. In this episode, Eric Green sits down with Dr. Rick Wells of Baystate Financial to break down the GAME PLAN framework for getting unstuck, focused, and moving forward with intention. They talk mindset, identity, discipline, and why real progress starts with who you become—not just what you do. If you’re scaling a practice, rethinking your direction, or drowning in noise, this episode will help you reset and execute—one step at a time.Contact Rick Wells at rwells@baystatefinancial.com.Download the free The Tax & Accounting Professional’s Playbook by Eric and Dr. Wells here: https://taxrepllc.com/playbook.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

You’re afraid you’ll screw up a tax rep case. Totally normal. In this episode, Eric Green breaks down what actually matters, what’s fixable, and why almost nothing in representation is fatal. If fear is holding you back, this one’s for you.

Want to do IRS representation but don’t know where to begin? In this episode, Eric Green breaks down a simple, proven roadmap for handling audits, balances due, penalty abatement, and non-filers—starting with the one step that drives every successful case: compliance. Learn how to think strategically, avoid common mistakes, and build a scalable, high-value representation practice with confidence.Download our free guide "Where to Begin: A Roadmap for IRS Representation" HERE.  For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

It's the 1099 season—and for many business owners, it’s the most dangerous time of the year. In this eye-opening episode, Tax Rep Network Founder Eric Green sits down with his own bookkeeper, Maya from Solvency Now, to break down what most business owners don’t understand about 1099s—and how those mistakes quietly turn into audits, massive penalties, backup withholding, and even criminal exposure. Eric also shares real-world war stories—from restaurant audits to whistleblower cases—showing how small bookkeeping shortcuts can snowball into business-ending consequences.If you’re a business owner, bookkeeper, CPA, EA, or attorney—or if you’ve ever paid someone “just this once” without paperwork—this episode could save you tens of thousands of dollars and years of stress.Want to connect with Maya? Email her at maya@solvencynow.com.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Everyone wants to make more money – but most people are focused on the wrong thing. In this solo episode, Eric Green breaks down why obsessing over small expenses is a losing game – and how shifting your focus to revenue, billing, and productivity is what actually moves the needle. Using real-world examples from law firms and professional practices, Eric explains where cost-cutting makes sense, where it doesn’t, and why “looking up” instead of down can add hundreds of thousands to your bottom line. If you’re serious about growth, this episode is your wake-up call.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode of the Tax Rep Network Podcast, Eric Green is joined by Roger Knecht, founder of Universal Accounting, for a candid, wide-ranging conversation about sacrifice, overwhelm, clarity, and the realities of entrepreneurial success.Drawing from decades of experience training accounting and bookkeeping professionals, Roger breaks down why success isn’t about working harder – it’s about having clear goals, making intentional tradeoffs, and staying focused when life inevitably gets in the way. Together, Eric and Roger explore why overwhelm causes so many practitioners to quit, how breaking big goals into small daily actions creates momentum, and why surrounding yourself with the right community can normalize success and accelerate growth.If you’re feeling stuck, overwhelmed, or questioning whether building your own practice is worth the effort, this episode offers both perspective and practical guidance—without the hype.Contact Roger Knecht here: https://www.linkedin.com/in/rogerknecht/Join us at GrowCon in May 2026 here: https://universalaccountingschool.com/growcon-2026/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

A Conversation With Stephen KohnWhistleblower legend Stephen Kohn joins Eric Green for a no-BS look inside the world of tax whistleblowing, billion-dollar recoveries, and why the IRS program is failing to live up to its potential.From the UBS case that shook Swiss banking to the bipartisan bill that could finally fix the system, Stephen breaks down what’s working, what’s broken, and why whistleblowers remain America’s best weapon against large-scale tax cheats.If you care about tax justice, enforcement, or the future of whistleblower law, this fast-moving conversation is essential listening.Click here to Contact your Representative today to advocate for the inclusion of the reforms in the Taxpayer Assistance and Service Act.Contact Steve Kohn at https://kkc.com/our-whistleblower-law-firm/our-whistleblower-lawyers/stephen-m-kohn/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Think your pricing is “fine”? Think again.In this fast-moving episode, Eric Green sits down with behavioral economist Etinosa Agbonlahor to expose the hidden psychology behind why tax pros and accountants chronically underprice their services—and what to do about it.Etinosa breaks down how clients actually make financial decisions, why they rarely notice price increases, and how your lack of confidence may be costing you thousands. You’ll hear real stories from the tax trenches, the behavioral biases sabotaging your pricing, and the simple shifts that instantly boost your revenue.If you want clients who gladly pay for your expertise, this episode is your roadmap.Get ready to rethink everything you know about pricing.Want to contact Etinosa? Go to https://decisionalpha.co/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric Green and File Forms’ Frank Tumminello dive into year-end compliance and how to create a whole new revenue stream, helping clients stay compliant. They give an inside look at FileForms’ growth and technology innovations, discuss upcoming state filing deadlines, and explain how the FileForms partnership program can boost your firm’s revenue and client value. Check out FileForms here: https://taxrepllc.com/partner-fileformsJoin Eric and Frank for a free webinar here: https://taxrepllc.com/20251230-compliant/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this explosive episode, Eric Green sits down with Bradley Birkenfeld, the iconic UBS whistleblower known worldwide as “Lucifer’s Banker.” Birkenfeld shares the inside story of how he exposed the largest tax-evasion scheme in history, triggered a global crackdown on secret offshore banking, and ultimately helped return $40 billion to U.S. taxpayers. He is also the author of the book Lucifer’s Banker Uncensored.From his rise inside the elite world of Swiss private banking to the shocking discovery of a secret memo that revealed UBS was preparing to scapegoat its own bankers, Birkenfeld walks listeners through the high-stakes decisions that led him to blow the whistle and the stunning retaliation he faced from the U.S. Department of Justice.Eric and Brad dig into:How Swiss banking really worked behind the scenesHow 19,000 secret U.S. accounts and billions in hidden assets came to lightWhy did the DOJ attack the whistleblower instead of the offendersThe political power networks that shielded UBS from full exposureThe Senate investigation that broke the case wide openWhat it actually takes to bring a successful IRS whistleblower claimThe global impact of Brad’s disclosures — and why the fight is far from overUnfiltered, riveting, and backed by original documents and firsthand experience, this conversation pulls back the curtain on one of the most consequential financial scandals in modern history. Whether you’re a tax professional, attorney, compliance expert, or simply someone who loves a real-world thriller, this is an episode you won’t forget.Join us for a free webinar with Eric and Brad on January 8th – you can register here: https://taxrepllc.com/20260108-whistleblower/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric Green sits down with “America’s Favorite EA,” Timalyn Bowens, to talk about why now is the moment for tax pros to step up, get their EA, and start building real businesses -  not just jobs. They dig into how the EA credential opens doors far beyond tax prep, why so many pros get stuck at the $100K mark, and what it actually takes to scale toward a million-dollar practice with automation, advisory work, and smart systems. Timalyn also shares her journey from public accounting to running a virtual firm, the mindset shifts that beat imposter syndrome, and how community, mentorship, and consistency can transform your career one step at a time.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode, Eric Green shares one of his most talked-about stories from How to Build a Million-Dollar Tax Practice — how he turned a Friday-night IRS levy call into $1,700 an hour. Eric breaks down exactly how he structured the fee, motivated the client, and resolved the case in just two days while saving the taxpayer thousands. Learn the mindset, pricing strategy, and client-management tactics that make flat-fee tax resolution highly profitable — and why setting boundaries and expectations is key to running a successful practice.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Ready to sell your business (or your practice) and get maximum value?In this episode, Eric Green sits down with Michelle Seiler Tucker, Wall Street Journal & USA Today bestselling author of Exit Rich, to break down how buyers really value businesses today and why most owners are accidentally building a job, not a saleable asset.You’ll learn:Michelle’s 6 P’s that drive business valueWhy recurring revenue, automation & subscription models explode your multipleHow accountants and tax pros can help clients exit rich (and get paid for referrals)Join Eric and Michell for a Free Webinar on December 12 by registering here. Connect with Michelle on LinkedIn.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Former IRS subject matter expert Victoria “Vicki” Boon joins Eric Green to reveal the truth about § 280F and why taxpayers so often stumble when writing off planes, yachts, RVs, and cars. With 22 years inside the IRS, Vicki explains what examiners really look for, the documentation that makes or breaks a case, and the common myths that cost clients big. If you want to bulletproof deductions and avoid audit disasters, this is the episode you can’t miss.Want to join the webinar on October 16th with Vicki and Eric? Register here: https://taxrepllc.com/20251016-writeoff/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Pricing tax representation is tough—and with today’s chaotic and understaffed IRS, it’s even harder. Eric Green and CPA/CTRC Patrick Wanzer of Breakthrough Tax Resolution reveal real-world strategies for setting fees, managing scope creep, and protecting profitability when IRS delays double or triple your workload, cases bounce between agents, and clients push for “free advice.” They share how shifting from flat fees to hourly billing, using larger retainers, and setting clear engagement boundaries can help tax professionals stay profitable and sane while navigating the turbulent tax resolution landscape.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Discover how the new RCReports + FileForms partnership helps tax pros turn compliance into profit. Eric Green, Paul Hamann, and Frank Tumminello reveal how to streamline workflows, save clients’ money, and unlock recurring advisory revenue, all while bulletproofing returns. Plus, join Eric, Frank, and Paul for a free webinar on September 17th and discover how you can monetize the partnership to save your clients thousands every year and create an entirely new revenue stream for yourself! Register here now: https://taxrepllc.com/20250917-compliance/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode of the Tax Rep Network Podcast, Eric Green and Carlos Samaniego sit down at the Mashantucket Pequot Tribal Nation’s community center for a wide-ranging and candid discussion about the IRS’s current state of disarray and what it means for tax professionals and their clients. From the revolving door of IRS Commissioners to the DOJ’s surprising shift toward denaturalization cases tied to tax filings, they break down how these developments create both risks and opportunities for practitioners. Eric and Carlos also expose troubling practices among large tax resolution firms, explain why state tax agencies like Connecticut and California are often more aggressive than the IRS, and highlight strategies for protecting clients caught in the chaos. Whether you are a tax pro navigating refund lawsuits or competing against the “big box” resolution companies, this conversation delivers real-time insights, war stories, and actionable advice for surviving – and thriving – in today’s turbulent enforcement environment.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

If your paycheck stopped tomorrow, how long could you last – weeks, maybe months? In this episode of the Tax Rep Network Podcast, host Eric Green sits down with Elza Sarkisian of Northwestern Mutual to discuss the financial risk too many professionals overlook: disability insurance.You’ll learn:Why your income – not your house or retirement account – is your greatest asset.The staggering odds of becoming disabled before retirement.How disability insurance protects your lifestyle, your family, and your business.What tax professionals need to know about coverage and planning.Packed with real-life stories and practical strategies, this episode is a must-listen for anyone who depends on a paycheck – and every advisor who wants to elevate their value.Join Eric and Elza for the free webinar on this topic on September 10th by registering here: https://taxrepllc.com/20250910-income/Contact Elza at elza.sarkisian@nm.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Are you providing basic planning for your clients? What about your own planning? Joining Eric Green is Dr. Richard ‘Rick’ Wells, retired Marine Lt. Colonel and Financial Advisor, to cover the basic planning needs everyone needs to consider, including for yourselves. It's time to stop being the ‘cobblers kids without shoes’ and get your own estate and tax planning in order to maximize your bottom line and bring real advisory level advice to your clients and justify the higher fees you should all be charging! Our advice is to sit in on this conversation and begin to see things you either have forgotten in your over-caffeinated, hectic lives, or maybe even never heard before!Have questions? Contact Rick at rwells@baystatefinancial.com. Join us August 28th for the free webinar here: https://taxrepllc.com/20250828-planning/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.Whether you're worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.🎯 Why fractional CFO work doesn’t scale – and what to offer instead📦 How to sell advisory like a product (yes, like toothpaste)💼 Why small business owners will pay $2,000/month for your insights🧠 How to overcome imposter syndrome and own your value🔥 Real steps to build a million-dollar practice, working 40 hours a monthThis is a must-listen for any tax or accounting professional ready to pivot from compliance to confidence—and take their practice to the next level. Tune in, get inspired, and take action.👉 Learn more: TheCFOProject.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Want to help clients comply and make money for simply the referral? Join Eric Green and Frank Tumminello of FileForms as they discuss important deadlines for filing annual entity reports. Discover how FileForms simplifies this process for tax professionals and their clients, offering partnerships and referral incentives. Learn about the costly legal and tax repercussions of missed deadlines, and why Eric relies on FileForms for automated tracking. Don't let your clients risk penalties or defunct entities – explore the simple solution to state compliance.Check out file forms here: https://partners.fileforms.io/l/TAXREPNET/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Tax season is finally over—and now it’s time to take stock, compare notes, and rethink how to run your practice smarter, not harder. In this episode of the Tax Rep Network Podcast, host Eric Green is joined by the unstoppable Dawn Brolin, CPA, CFE, for a raw and revealing post-season debrief that every tax professional needs to hear.What started as a casual catch-up quickly turned into a masterclass in firm automation, client management, and how to make tax season less chaotic—and way more profitable - by implementing Ignition. Dawn breaks down how she completely transformed her practice by requiring engagement letters and full prepayment before a single return goes out the door. From raising prices after January 31st to revoking unsigned engagements, she shares how setting boundaries with clients turned her firm into a cashflow machine—dropping $40K/month into her account on autopilot.Eric shares his own lessons from managing hundreds of open IRS representation matters and the moment he knew it was time to stop chasing payments and start using Ignition to get organized, get paid, and get peace of mind. Together, they highlight how implementing Ignition streamlined client onboarding, automated follow-ups, and eliminated the dreaded “double consult” by embedding personalized videos into engagement letters.From leveraging subscription pricing to firing problematic 1040 clients with grace, Dawn and Eric unpack the mindset shift that helped them reclaim their time and build practices that run smoother, serve better clients, and make more money. You’ll hear real-life examples, laugh-out-loud client stories (like charging extra for removing staples!), and the powerful idea that if you're doing high-value work, you should absolutely be charging for it.Whether you're a CPA, EA, attorney, bookkeeper, or anyone else working in the tax world, this episode is a wake-up call: you are not a charity, and your time is too valuable to give away. Now is the time to set up systems, raise your prices, and stop doing everything manually.If you’re tired of the billing chaos, constant follow-ups, and late-night April 15th scrambles, this episode will inspire you to make a change that could permanently improve your practice—and your life.👉 How Eric made an extra $170K just by Ignition’s built in feature to following up with potential clients automatically. Why not you?👉 Link below to get the Ignition deal Eric mentions during the episode.Tune in and discover how to go from working in your business to working on it—and maybe even free up time for a round of golf or a day on the boat next April.Start a free trial with Ignition at http://ignitionapp.info/trn-trial-2025Use code TRN25 to save 50% off your first three months!For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

President Trump and his Department of Government Efficiency ("DOGE") have made quite an impact on the IRS and taxpayers, from reduced staffing to a significant drop in compliance to a delay in tax refunds. An unforeseen consequence of the push to reduce staff and increase online efficiency is the impact on data security, and why every tax pro is now a mark for cyber criminals trying to get access to the IRS system and billions of dollars in refunds. Joining Eric Green is senior consultant for Visory Sam Schuemacher to discuss what tax pros need to consider, and what taxpayers who care about their refunds need their tax professional to be on top of.Get in touch with Sam thru sschuemacher@visory.net and attend a webinar about the IRS under the Trump administration at https://taxrepllc.com/20250515-visory/. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

So, where do you begin when building a premier accounting and tax practice? How do you train and manage staff, expand services, and turn your firm into a self-sustaining business? Universal Accounting founder and CEO Roger Knecht joins Eric Green to break down the mindset and strategies needed to transform your practice from a self-employed job into a profitable, scalable business. They dive into the key pillars of a thriving firm, the importance of positioning your value to clients, and why advisory services are the future of accounting. Whether you're looking to grow your firm, improve efficiency, or add new revenue streams, this episode provides actionable insights to help you build a business that works for you—rather than the other way around.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Screw the IRS - it is the state Dept of Revenue that you need to fear! In this week's episode, Eric Green is joined by Leighanne Lafrenz Nickle, CPA, to discuss state enforcement horror stories and how things can quickly go off the rails when the state decides it needs more money. They review personal horror stories and explain why you need to be aggressive in challenging any proposed changes or balances due from the state.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Is the IRS Whistleblower program a waste of time? Maybe, depending on your potential case and how it is handled. On this week's podcast, Eric is joined by Bryan Skarlatos from Kostelanetz LLP, a true heavyweight in tax controversy. They bring their extensive experiences to the discussion and offer insights into what they think works, what doesn't, and why whistleblower cases often take years to resolve. If you're considering becoming a whistleblower or dealing with one, this episode delivers the hard truths you need. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Want to learn to solve any tax debt problem? In this week's episode, Eric Green reviews the five simple steps to solve any taxpayer's worst tax nightmare. From getting clients into compliance to navigating offers in compromise, Eric shares the exact process he uses to resolve cases and secure life-changing results for taxpayers. Whether you’re a tax pro or someone struggling with IRS debt, this episode gives you a clear roadmap to take control and finally put tax troubles behind you. You can check out Eric's mini-guide here: Get the Free 5 Steps to Resolving Any Tax DebtFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Want to dominate your area's IRS representation market? Want to own your city's tax advisory internet turf? You need to understand that planning to compete is simply not enough. You must set out to dominate your competition. To do that does not require some advanced degree or some weird level of intelligence. You just simply need to become obsessed with succeeding and determined to make the climb to the top of the mountain. In this week's episode, Eric discusses what it takes to build that practice you want and dominate your local industry with nothing but grit and determination.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

The commoditization of the tax preparation business pushed many people away from hiring accountants. Dawn Brolin, a Certified Public Accountant and Fraud Examiner, joins Eric Green to emphasize why the focus must be shifted to relationship pricing, which makes the client-accountant connection much more meaningful. They review what taxpayers get wrong about their tax professionals and why the idea of hiring accountants must never be set aside. Dawn also shares how adopting a subscription-based model allowed her to improve her accounting strategies, work closely with her clients all year round, and achieve consistent cash flow much easier.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Donald Trump and Elon Musk are threatening to gut the IRS. What will the IRS look like? What will be the fallout of this for taxpayers and their tax pros? In this episode, Eric Green and Carlos Samaniego cover the good, the bad, and the ugly that will likely come from the downsizing of the IRS. Navigating anxiety and confusion, they discuss how automation could transform this federal organization, particularly in enforcing tax laws and debt collection. The two also present actionable advice for taxpayers on how to take action as soon as possible to secure their finances and brace for the worst.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Help clients save tens of thousands of dollars in taxes! Joining Eric Green on this week's podcast is CPA and Tax Plan IQ founder Dr. Jackie Meyer. She explains how their tax consulting works, how the ROI sells itself, and how to use it best to maximize your practice and end the squeeze of cheap fees. If you want to try it out and see for yourself, Dr. Jackie's ROI Calculator can be found here.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Ever received a call from a potential client with a tax mess so overwhelming you do not even know where to begin? We handle cases like this all the time. The first step is simple: relax – you’ve got this! In this week's episode, Eric Green dives into the art of tackling even the toughest tax case. Learn how to break down the chaos, create a plan, and resolve your client’s tax nightmare like a seasoned pro.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

As the 4th annual Tax Rep Summit wraps-up in Orlando, Tax Rep Network founder Eric Green gets us caught up on what “Reasonable Compensation” is, how the IRS views it, and what every Tax Professional needs to know about it now that the IRS is targeting S Corp owners that fail to meet its standards. Eric also discusses how to use RCReports to not only bullet-proof your client’s reasonable compensation but how to turn the software into a whole new revenue stream for your practice.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast Eric is joined by Tax Rep Coach Felecia Dixson to discuss the new automated organizer by Liscio and why it will change the way you run your tax practice forever. From the automation to gather the client information to working with Gruntworx to automate the tax return input, the new Liscio Automated Tax Organizer will revolutionize your tax practice, get you back a ton of time and make you tens of thousands of dollars in overhead savings. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric Green, Founder of Tax Rep Network talks with Rob Ferrini of McGowan Pro, a cybersecurity insurance company specializing in mitigating accounting firm cyber risks. Since 1998, McGowan Pro has specialized in providing professional liability-related insurance products to accountants, investment advisors, attorneys, and other professionals. Their personal service is unmatched by any other national broker. It's crucial to have your WISP—your Written Information Security Plan—in place, along with all your data security measures, and to know what to do in case of a breach, ensuring you also have cyber insurance. The pressing question is, who do you call, and what do you need? Cyber insurance has experienced its ups and downs, and unlike other types of insurance that have been around for decades, it is evolving rapidly given the threat landscape for accounting firms. In this episode, Eric Green and Rob Ferrini break down exactly what accounting firms need to do to ensure they protect themselves in the case of a data breach, data theft, or financial loss that is incurred through cyber crimes directed at accounting firms and their clients. Want to contact Rob?  Email him at rferrini@mcgowanprofessional.com.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric in this week’s podcast is Alastair Day from Nice job to discuss the 5 ways you can turn reviews into revenue. Eric will share his experience utilizing the software to go from 150 to over 400 five-star reviews!       For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode Eric chats with Tax Rep Member Jo-Ann Weiner on her trip from IRS desk auditor to Revenue Agent and Supervisor to handling all the restitution based assessments for the IRS in criminal tax matters.  They also discuss her transition from the government to private practice and her current focus on philanthropy and giving back, along with their upcoming webinar on handling an Office Audit like a pro on . For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast, Eric Green reviews the basics of an IRS Offer-in-Compromise, discusses the upcoming Offer-in-Compromise workshop on June 11th, and explains why 2024 is the perfect year to master this critical skill. Learn how understanding this powerful tax resolution tool can help you build your practice and add that extra $100,000 of income you’ve been aiming for — all while transforming clients' lives by solving their toughest tax problems.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals.       For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Frank Tumminello from File Forms joins Eric again to discuss the current status of the Corporate Transparency Act, the impact of the Alabama Federal Court ruling and what the best advice for clients is right now who need to get Beneficial Ownership filings done.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast Heather Satterly, the Director of Education and Media for Woodard sits down with Eric to discuss the highlights of this year’s conference, and she and Eric discuss why the conference is such an unbelievable experience for both training and software solutions.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s episode we share the webinar Eric just did with Rocco Steco, the IRS Director of Collection Policy, so you can hear where enforcement is right now and when to expect the surge that is coming later this year.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is Arun Mehra of Samera Global to discuss how he built his accountancy firm in the UK and ended up building his own team in India to support his growing practice and maximize his return.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is Austin-based CPA Chase Insogna, who discusses how he set up his accounting practice to maximize his wealth and those of his clients.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric is joined again by the CFO Project’s Adam Lean to discuss how adding CFO services to your practice can drive both better work-life balance but increase the bottom line significantly and get you working with better clients and working way less hours.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is Jennie Moore and Matt Kanas from Ignition to explore the essential tools and strategies for a successful tax season, including automation of letters and correspondence with your clients.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s episode, Eric Green and Michelle Weinstein (host of The Abundant Accountant Podcast) respond to audience questions about relationship pricing — what it is, why it’s a game-changer, and how to implement it with existing clients. They explore how shifting from hourly billing to value-based pricing can create more sustainable, profitable practices while strengthening client trust. Eric and Michelle share real-life examples, practical strategies for navigating pricing conversations, and tips on confidently positioning your services so clients understand the true value you bring to the table. If you’ve been wondering how to break free from trading time for money, this episode is packed with actionable insights.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric is joined on this week’s podcast by Solvency Now founder Maya Weinreb where they both discuss how they turned what was a side hustle into a million dollar plus business, and why failing is not failure.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Unlock hidden revenue in your tax practice without adding new clients. In this episode, Roger Nemeth of Tax Help Software joins Eric Green to discuss how tax pros can leverage the software to make more money during tax season and become heroes to their clients. Roger shares how account monitoring, penalty abatement opportunities, and proactive IRS transcript tracking can transform your practice. Learn how firms can generate an extra $150K per year by catching issues early, uncovering missed refunds or credits, and strengthening client relationships. If you want to boost your bottom line while providing even more value to your clients, this episode is packed with actionable strategies.       For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric is joined this week by CPA Chris Mannina where they discuss why cash flow projections are so critical to a business for both planning and understanding where you are and why so many businesses fail.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Kenny Dettman is back and reviewing the corporate transparency act and how File Forms can help accountants and attorneys handle these filings and make money doing so.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Want to dump the low margin bookkeeping work and yet still make money? Would you like to increase this revenue stream and never have to deal with it? Meet Out of the Box Technology (“OOTB”). OOTB allows Eric to offload the bookkeeping work to a third party with a real person to deal with, and have it all taken care of an get paid. Joining Eric is Lindsay Pinkos from OOTB to discuss how it works and the benefits of offloading the bookkeeping to a third party. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s Tax Rep Network podcast is The IRS Director of Collection Policy, Rocco Steco, to update us on where the IRS is right now in terms of ramping up enforcement, when can we all expect the enforcement notices to start showing up, and the impact of the ERC credit processing freeze on collection cases.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is Alex Oxford from Tax Valet, where he and Eric explain the competitive advantage tax pros can get by leveraging Tax Valet’s service to offload sales tax compliance, and using Tax Valet’s sales tax expertise to help your current clients and grow your own tax practice.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric is joined by Nayo to discuss how she runs her practice completely virtually and how pros can begin the process of doing this and how to maximize profits while doing so.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

So you think you want to write a book to show your authority and draw in clients? Know where to begin? Joining Eric Green on this week’s podcast is Paul McManus, author of the Million Dollar Producer and The Short Book Formula to explain the process, the benefits of using authorship to take your practice to the next level, and how to begin, even if you don’t like to write!   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Want to use your bookkeeping or accounting skills to actually help clients instead of just reporting results? On this week’s podcast Eric is joined by Adam Lean from the CFO Project where they discuss how bookkeepers and accountants can elevate themselves and their bottom line by training up and providing CFO services, making more money, helping clients with valuable insight, and working far fewer hours. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast, Eric is joined by Charles Corsello and Manny Vetti from TaxCure.com to discuss simple steps to drive more potential clients and what to consider when looking at a digital marketing campaign.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric to discuss their upcoming webinar is Andrew Lassise (from the Tech4Accountants Podcast) to discuss PCI Compliance, what every tax professional needs to watch for and what the potential risks are for ignoring this.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

On this week’s podcast Eric sits down with Andy Keyso, Chief of the IRS’s Independent Office of Appeals and discusses the impact of the new budget on Appeals, where Appeals is right now in terms of hiring, staffing and case inventory, and the use of Fast Track mediation to resolve issues and which cases are best suited for fast Track Mediation vs a regular appeal hearing, and issues Eric has noted for Andy’s attention.  For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is Luke Kiely, Chief Information Officer at SmartVault. Luke and Eric discuss the need for back-up and assuring business continuity, some simple steps to do that and the cost of NOT having a back-up plan in place, both literally and figuratively.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast Eric is joined by Kenny Dettman, CPA, Managing Director with EZ-ERC, and Andrew Rubin, JD, Director of Tax Insurance at WTW, to discuss the latest developments on ERC audits and related tax controversy issues surrounding COVID-19 related tax measures including the FFCRA, ERC, and Section 1202 deferrals. Additionally, Kenny and Andrew will discuss the role of “tax insurance” in mitigating the risks associated with filing and claiming the ERC, as well as explain how a tax insurance policy differs from a typical ERC providers’ E&O policy. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode, Eric discusses Amy’s new book and her journey from CPA partner to National speaker and writer, and the power of self-reflection and how it can help us break free from negative patterns, creating a fresh start in our lives.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Are small cases really the safer bet? In this no-nonsense episode of the Tax Rep Network podcast, Eric Green debunks the small cases myth and explains why choosing "smaller" cases might actually be holding you back. Spoiler alert: the work is the same whether your client owes $30,000 or $30 million — so why not go bigger? Tune in to hear why larger cases can be easier to handle, more profitable, and better for building your million-dollar tax rep practice. Don't let the extra zeros scare you — embrace them!For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is the founder of the largest Accounting Technology show Scaling New Heights, Joe Woodard. On this show Joe and Eric discuss ways to improve your practice so you can stop “flapping” and start soaring, the theme of this year’s Scaling New Heights Conference in St. Louis this June. Eric and Joe also get into some of the highlights of this year’s show and what attendees can expect. Note, Eric will be speaking at Scaling New Heights on an IRS track of five sessions he created specifically for the show. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Michelle joins Eric again to discuss the issue of selling and why its not what you think it is. They cover how the passion or what you do is what sells, and to focus on what you can do for someone, not the technical.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Mike Villa guest hosts this week’s podcast where he discusses recent hot spots in IRS reporting and enforcement on digital assets and virtual currency with two experts in the field, Damon Rowe (former IRS Director of the Fraud Enforcement Office) and Stacey Ferris, a CPA and CFE who developed a college course on block chain and cryptocurrency that she teaches at the University of Maryland.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

If you are handling tax returns with the EITC, tax preparers beware! In this week’s program, Dawn Brolin joins Eric Green to talk about the EITC, what practitioners should be doing, and how the IRS is bringing the hammer down on practitioners.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast Eric is joined by Randy Crabtree (The Unique CPA Podcast) to discuss the mental health issues tax professionals deal with and what they should be doing about it.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

One of the changes made during the pandemic was the increased streamlined agreement for campus collections. Eric discusses the change and what this means for tax pros and taxpayers with back tax debts.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

On this week’s podcast Eric reviews Anchor with one of its founders and discusses how he can run his entire practice with it and pay (almost) nothing. Listen in and then go check out Anchor at the link below and see how easy it is to set up clients, get agreements signed, and get paid before you touch that tax return or pick up the phone to call the IRS! For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

S Corporations can provide savings on self-employment taxes but are subject to reasonable compensation rules. In this week’s program Eric is joined by RC Reports Paul Hamann to review the status of the law right now on what is reasonable in terms of compensation, and what you should be doing for your corporate clients before this tax season starts! For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast, Oscar Wimshurst from NiceJob joins Eric to discuss the use of online reviews in building online reputation and obtaining clients. Eric also discusses how TRN used NiceJob to gather those reviews and added 100 Google reviews in a few weeks with little to no effort.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast, Michelle Weinstein from the The Abundant Accountant joins Eric again to discuss pricing your tax services, why this is critical to your financial and personal happiness, and how it maximizes the value of your practice. Eric and Michelle then provide advice on what to do with your practice and clients if you are not charging appropriately, and how to send those clients you don’t want packing. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Today, it is critical that everyone have a solid online digital presence. But what does that mean exactly, and what should you prioritize first? Joining Eric on this week’s podcast is Jason Holmes from ThriveFuel to unpack the options and what tax pros should focus on, and what they can add later.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this weeks program in Kareem Carter, the IRS Criminal Investigation (IRS-CI) acting executive director for Global Operations. One of Kareem’s roles is to oversee the IRS’s Voluntary Disclosure program. Kareem and Eric discuss the program and the recent changes, and get into which taxpayers should use Voluntary Disclosure to clean up their past tax misdeeds, and when maybe just filing the return (or amended return) is called for. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In June, Eric discussed the latest intelligence on what the IRS was thinking in terms of enforcement priorities. What better than to update that with the man himself, Deputy Commissioner Darren Guillot. Darren joins Eric and reviews where IRS enforcement is right now, the latest on the two new campuses, and what is coming down the road for taxpayers and practitioners.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast, Eric reviews the latest enforcement updates straight from the IRS SB/SE Commissioner, and how the service will focus on where the unpaid payroll taxes went, as well as undeclared assets in collection cases around crypto-currency and foreign assets.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

So it’s not a closely-guarded secret that Nellie Akalp, the founder and CEO of Corpnet and Tax Rep’s Eric Green have been scheming to roll-out an entire series of talks on everything professionals need to know about legal entities: choice of entity, formation, operation, mergers and acquisitions, sales and dissolutions, along with everything in-between, like state registration, sales tax issues, etc. On what was supposed to be the opening volley for this lineup, everything goes sideways when Nellie and Eric go down the entrepreneurship rabbit hole! Listen in and enjoy what is only the first of this spectacular summer series! For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is Jina Etienne, CPA and D&I consultant, speaker and trainer. Jina is a story-teller and draws from her unique background and mix of work experiences to offer examples and share insights designed to increase awareness, appreciation for and understanding of the benefits of being your authentic self. Listen in on this fascinating conversation and how you can be yourself and increase sales and client connection. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric this week on the Tax Rep Podcast is Sharrin Fuller. Sharrin is the CEO and founder of Glass Wallet Ventures and is a managing partner in multiple accounting and financial services businesses including A Simple Office Solution. After successfully starting her own virtual practice she scaled and sold it. Sharrin developed the Remote Firm Scaling System and Remote Team Roadmap to help accounting firms position themselves for growth and eventual acquisition with maximum productivity from their teams. Listen in as Eric and Sharrin discuss virtual practices and how to set yourself up to eventually sell your practice and maximize your asset. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

On this week’s podcast, Eric Green is joined by AccountingWeb’s Managing Editor Seth Fineberg to discuss the upcoming summit on May 9th – 12th, the panels Eric has, including Criminal Tax with Deputy Chief Robnett and Enforcement with SB/SE Commissioner Darren Guillot. Eric also has a special deal for Tax Rep listeners and with an invite to the private Tax Rep dinner at the conference if you do attend! For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

On this week’s podcast episode, Eric is joined by Gwen Moore and Ajay Gupta to walk through how a criminal tax case works, from referral to sentencing.       Want to contact Gwen or Ajay? For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

The headaches with the IRS continue: massive backlog of mail and returns that have not been processed, hold times on the phones that are measured in hours not minutes, and a grinding enforcement machine that continues unabated. Guest Host Gwen Moore joins Eric on this special episode to discuss her recent Forbes Column, the ongoing issues at the IRS, why Congress is actually the bad actor, and what they think of the Congressional announcement made today regarding the call for the IRS to hold off on enforcement. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is Andrew Lassie from the Tech4Accountants podcast, where they discuss how to actually make money by leveraging technology, streamlining your operation, and scaling your enterprise, so it’s no longer a ‘practice’ but a ‘business’ that you work on instead of in. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

It's easy these days to become overwhelmed: law changes, client issues, marketing, family stuff, politics, news, COVID. We get it. Eric has spoken about the need to focus on what is directly in front of you and keep your world small. Why? It’s what he learned from his friends who are now former Navy Seals. So, who better to join Eric to discuss what it means to keep your world small and how it applies to your practice than one of those friends, former Navy Seal Steven Just. Steve joins Eric and discusses how to focus on the small and ignore the big, and why it can be important to accomplishing just an insane amount when everyone else is spinning their wheels.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

With the 2022 tax season bearing down on us, Eric Green discusses what every tax professional should be thinking about right now and how to make your 1040 practice more enjoyable and profitable than ever before!     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Michelle Weinstein (from The Abundant Accountant) is back to discuss with Eric the difference between Sales and Marketing and what tax pros should be doing now to boost sales.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this quick message, Eric discusses what he saw when filtering through more than 4,000 questions on Offers, why the 433 form is so critical, and his upcoming workshop and guide to help tax pros become Offer masters.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on the podcast again is Jason Freeman from Freeman Law to discuss the current state of IRS Enforcement on foreign bank accounts and international form filings, what options taxpayers still have to resolve these issues, and what advice we should be giving clients today. Jason and Eric also discuss the upcoming International Tax Symposium being hosted by Freeman Law on November 18th and 19th. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast, Eric catches up with Roger Nemeth from Tax Help Software to discuss the changes in transcript downloads, how practitioners can use this to manage not only their cases but turn it into an annuity stream. In addition, Eric and Roger discuss the upcoming Tax Rep Conference in Las Vegas on December 13th and 14th.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

On this week’s podcast, Eric discusses the realization of what it is to take extreme ownership in your practice, what happens when you don’t, and how to turn things around. Eric quotes former navy seals Jocko Willink and Andy Stumpf during the episode, and so wants to share their content with you at the following links:   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Attorney Eric Green this week is Walter Pagano. Walter is a partner and tax controversy leader at Eisner Advisory Group in New York where he specializes in forensic accounting and controversy issues. Walter and Eric discuss why the IRS wants the Quickbooks file, the rules around their ability to obtain it, and what practitioners should be doing before and during the exam. Join us in Vegas! Click Here Register for the TRN Vegas Conference!For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast Eric responds to questions about how and why he does what he does. Learn from what Eric went through and does to run a $ million practice, stay on top of everything and still have a life.     Reading Links: Join us in Vegas! Click Here Register for the TRN Vegas Conference!For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast, Eric discusses why those tax rep clients are pure gold, and how you should consider these cases to save the client, elevate your practice and help all of us tax paying citizens!     Join us in Vegas! Click Here Register for the TRN Vegas Conference!For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

This week, Eric explains why your reliance on the IRS employee is misplaced. Just because the IRS employee is an “Offer Specialist” doesn’t mean they know the first thing about Offers. Eric discusses how to approach bad results, how to improve your client’s case of acceptance at appeals, and how to deal with IRS employees who fail to truly understand or do their job. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Most Taxpayers do not know how to properly utilize their accountant. Joining Eric on this week’s podcast is Marcelino Dodge. Marcelino is the President of Cash Tracks Financial, a firm that provides personalized, professional tax, life insurance, & investment services to a wide variety of individual and business clients. He is also the voice of the Tax Answers Advisor podcast where he provides insights and planning tips to his listeners. Listen in as Marcelino and Eric discuss how taxpayers should get the most of their tax professional, and why if they are in trouble its almost certainly their own fault! For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

The IRS announcement that the normal automated enforcement procedures have begun again should send millions of taxpayers scrambling for help. In this week’s podcast Eric discusses what this look like, what it means for tax rep professionals given this new tsunami of clients, and what to look out for when these notices begin arriving. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

I bet you didn’t know that Eric is on the subcommittee for the ABA tax section’s Criminal Tax committee? Well he is joined by his committee members Laura Gavioli and John Nail to update everyone on where the IRS stands on voluntary disclosure for both domestic and foreign issues, and how best to make use of the program to save your client from their past misdeeds.

In this week’s program Eric is Joined by Megan Brackney of Kostelanetz & Fink to discuss the reporting of cash transactions and the potential pitfalls for taxpayers who fail to report the transaction properly.     Want to contact Megan? She can be found here: https://kflaw.com/profile/megan-l-brackney/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is Alex Robnett. Alex is the Chief Strategy Officer at Elementus, a blockchain data firm headquartered in New York. Listen in as he and Eric discuss how blockchain and virtual currencies will alter the entire financial reality for everyone, business and individuals.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

As a follow-up to their earlier podcast (#83), Eric joined again by Mike Villa from Meadows Collier in Dallas and Supervisory Special Agent Gary Alford to review how to bring a whistleblower claim to report tax violations, what the IRS looks for, how to make sure the claim is actually looked at, and how to make sure your claim stands the best chance of receiving an award. In particular Gary will explain how IRS-CI looks at the case and what he wants to see when those claims hit his desk. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

For Episode 100 Eric invites Amy Vetter to join him and discuss how those struggling with their job and career can make a change and begin doing what they love. This change is very doable and does not need to be the radical shift it sounds like. You can listen in as both Eric and Amy discuss how they made their changes and have never looked back, and what you can do today to start doing what you love. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Guinevere Moore discusses best practices for responding to Information Document Requests (IDRs) from the IRS, including how to balance meeting your clients’ needs with meeting ethical standards practitioners must follow under Circular 230, and how to set your client up for success in litigation through proper IDR practice if an agreement can’t be reached in exam or at appeals. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

You probably have seen the IRS has now issued John Doe Summonses against other cryptocurrency exchanges with the goal of obtaining taxpayer information. On this week’s podcast Eric is joined by Kostelanetz & Fink’s Don Fort and Larry Sannicandro to discuss the impact of the IRS and DOJ summonses, and what it means for taxpayers and enforcement. In particular, Don as former Chief of IRS Criminal Tax Division discusses what is going on at the IRS, and he and Larry explain what taxpayers should be considering doing right now if they have in fact dealt in virtual currency and have not reported the transactions.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

With so many taxpayers in trouble it is worth discussing the impact of economic hardship, what it means for taxpayers and the IRS and what the IRS can and cannot do to those taxpayers. Nina also discussed the issue around Offset Bypass Refunds, which is how uncollectible taxpayers that owe money can still get their refunds. Listen in on this can’t miss episode and learn some new strategies that you can use to help taxpayers weather the ongoing COVID fallout.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

This week’s podcast is hosted by Guinevere Moore. Listen in as Gwen interviews immigration attorney Vivian Kalaf and civil rights attorney Lana Nassar regarding taxation issues that arise in immigration cases, as well as how they teamed up to fight for all United States Citizens to be able to receive Economic Impact Payments under the CARES Act no matter who they are married to. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Back to join Eric is Steven Toscher and Michel Stein (Episode 32) to update us on IRS enforcement around virtual currency, what its goals are and what taxpayers can expect. Listen in as our experts update you on what has quickly become an IRS and Department of Justice enforcement priority.   Want to contact Steve or Mike? --- For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In 2011, a sensational new black market website known as the “Silk Road” emerged on the dark net. This “Amazon of Illegal Drugs” was the brainchild of a mysterious, libertarian intellectual operating under the avatar “The Dread Pirate Roberts.” Promising its users complete anonymity, and total freedom from government regulation or scrutiny, Silk Road became a billion-dollar digital drugs cartel. Operating behind the special browser TOR and using on bitcoin, the criminal behind Silk Road would be taken down by a tenacious new special agent from the IRS assigned to the case. Joining Eric on this week’s podcast is that special agent, Gary Alford, to give is a glimpse into the puzzle that was Silk Road and his determination to find the clues necessary to crack the case.   -- Interested in contacting Supervisory Special Agent Gary Alford?  Email his at gary.alford@ci.irs.gov Looking for the A&E special documentary on the Silk Road case?  It is called “Silk Road: Drugs, Death and the Dark Web” and can be found here: https://www.aetv.com/specials/silk-road-drugs-death-and-the-dark-web Looking to build an IRS Rep Practice?  Come join us at https://TaxRepLLC.com Join ENQ and get through to the IRS in under three minutes!  Check out our special deal of 200 minutes for only $19.97 here: https://callenq.com/trn/ Check out Tax Help Software, which is the cornerstone of our Representation practice here: www.TaxHelpSoftware.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Several weeks ago in Episode 91 we had IRS Deputy Commissioner for SB/SE Darren Guillot join us to discuss the upswing in criminal cases from IRS collection and what to expect as far as enforcement in 2021. In this episode Eric discusses the takeaways from that conversation and what you need to be doing RIGHT NOW for your IRS rep practice. --- For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Tax crimes are specific intent crimes – requiring the violation of a known legal duty. Joining Eric on this week’s podcast is Sharon McCarthy. Sharon, before joining Kostelanetz & Fink in NYC was an Assistant United States Attorney in the Southern District of New York where she prosecuted criminals in the Southern District of New York. Sharon and Eric will explore the requirements for tax offenses and when a potential mental impairment should be considered as a defense or as a mitigating factor in sentencing. Contact Sharon? smccarthy@kflaw.com or her firm bio page here: https://kflaw.com/profile/sharon-l-mccarthy/ Want to build your IRS Rep Practice? https://TaxRepLLC.com Looking for Tax Help Software? www.TaxHelpSoftware.com Want to get through to the IRS in under 3 minutes? https://callenq.com/trn/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

The pandemic continues to rage and new stimulus payments are going out, with a possible third round coming. Threats to levy have been mailed and Notices of Federal Tax Liens have been filed. So when will the hammer fall? When can taxpayers expect enforcement to rebound and come after them? Join us for an update with Darren Guillot, SB/SE Deputy Commissioner as he explains where the IRS is right now in terms of enforcement, how the IRS civil enforcement is working with the new Office of Fraud Enforcement and the results they are seeing, and what we can expect in the rest 2021. Want to contact the IRS? Stakeholder Liaison Local Contacts | Internal Revenue Service (irs.gov) Looking to build your Tax Rep Practice? https://Taxrepllc.com The best software for representation? https://TaxHelpSoftware.com Need to call the IRS and NOT get stuck on hold? https://callenq.com/trn/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

We have been stating for years that it is time for accountants to elevate themselves: IRS Representation, Forensic Accounting, and Financial Planning being obvious specializations that dove-tail nicely with an existing tax practice. Well joining Eric on today’s podcast is Janet McHard. Janet founded the McHard Firm in New Mexico where she is a certified forensic expert, working cases with the government, municipalities, Indian tribes and private businesses. Janet also teaches for the Association of Certified Fraud Examiners (ACFE) and discusses what accountants need to do to become CFEs and add this dynamic and lucrative area to their existing practice. Want to contact Janet? She can be found: Janet’s email: Jmchard@themchardfirm.com Mchard firm site: https://themchardfirm.com/ Interested in the ACFE? Check them out here: www.ACFE.org Looking to build your Tax Rep Practice? Join us inside Tax Rep Network here: www.TaxRepLLC.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

IRS Commissioner Charles Rettig (“Chuck”) was our keynote speaker at the New England IRS Representation Conference. Listen in on his interview with Frank Agostino of Agostino & Associates, as they discuss the state of the IRS, the implementation of the Cares Act, and where the IRS is heading.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

The interview from the New England IRS Representation Conference of IRS CI Chief James Lee by Kathy Keneally of Jones Day.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

The interview with the IRS’s new Director of Fraud Enforcement Damon Rowe and Carolyn Schenk, IRS National Fraud Counsel, by Bryan Skarlatos of Kostelanetz & Fink, LLPFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Join Caroline Ciraolo of Kostelanetz & Fink, LLP as she discusses what is happening at IRS Office of Chief Counsel with our IRS Chief Counsel, Michael Desmond, from the New England IRS Representation Conference.     Want to listen and watch the ENTIRE 2020 IRS Representation Conference? Download ALL the Recordings and Handouts! Purchase now at a special rate! – https://irsrepconference.com/2020-irs-representation-conference-recordings-and-handouts-purchase/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Listen in on the interview from the New England IRS Representation Conference of Eric Hylton, IRS Commissioner, Small Business/Self Employed Division, interviewed by Jeffrey Sklarz of Green & Sklarz LLCFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In a quick and concise episode, Eric explains what an Offer-in-Compromise actually is and why so many taxpayers and practitioners fail to appreciate how it works.     Want to build an IRS Rep Practice?  Join Tax Rep Network at www.TaxRepLLC.com Call the IRS in under three minutes with ENQ by signing up here: https://callenq.com/trn/ Want software to pull transcripts and do all your resolution forms?  www.TaxHelpSoftware.com.  Use TAXREPTRIAL for a free 2-week trial, and use TAXREP10 for a 10% discount if you purchase!For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In a warm up act to their upcoming panel discussion at the New England IRS Representation Conference, Eric is joined by Attorney Mike Villa from Meadows Collier in Dallas to review how to bring a whistleblower claim to report tax violations, what the IRS looks for, how to make sure the claim is actually looked at, and how to make sure your claim stands the best chance of receiving an award.   Join Eric and Mike for the Free Webinar on 11/10: https://taxrepllc.com/promo-20201110-how-to-bring-whistleblower-claim/ Want to contact Attorney Michael Villa? mvilla@meadowscollier.com Looking for the New England IRS Representation Conference? https://irsrepconference.com Want to build an IRS representation practice? Come and check out https://taxrepllc.com/  For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

On September 27th the New York Times published a 40-page expose of the President's tax returns and raised many issues including years of losses, questionable deductions and potential conflicts of interest. It also discussed the almost 10-year IRS audit of the President's tax returns. Eric is joined by Jason Freeman to discuss the New York Times article, the issues raised by the Times, what it means, and what they think the truth and guesses are in the article.   Contact Jason Freeman here: jason@freemanlaw.com Want to Read the New York Times Article?  https://www.nytimes.com/interactive/2020/09/27/us/donald-trump-taxes.html Interested in the New England IRS Representation Conference?  https://irsrepconference.com Check out Tax Rep LLC and start building your next generation tax practice here: www.TaxRepLLC.com Get through to the IRS in under 3 minutes with ENQ: https://callenq.com/trn/ Tax Help Software: www.TaxHelpSoftware.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In a very special episode of the Tax Rep Network Podcast, this week Eric is joined by the IRS’s new Fraud Czars: Damon Rowe and Carolyn Schenck. Damon is the first Director of the IRS’s newly created Fraud Enforcement Office. Carolyn Schenck is the current IRS National Fraud Counsel and is also Assistant Division Counsel in the Small Business/Self Employed Division. In this episode they discuss what has changed with the creation of the new Fraud Enforcement Office, how they work with the other divisions of the IRS, and how they think the IRS will now be able to better develop fraud cases and fraud referrals to IRS Criminal Investigations. Want to contact the IRS’s Fraud Czars? Contact Damon and Carolyn at: office.of.fraud.enforcement@irs.govFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

With the coming tsunami of resolution work coming, Eric covers what is new and exciting right now at Tax Rep Network, including the upcoming New England IRS Rep Conference, the launch of the Certificate Program (CTRC – Certified Tax Representation Consultant) and hints at a major announcement coming soon about Tax Rep!   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

People are hurting, and the states and IRS will not hold off on enforcement for much longer. This going to create an opportunity to both help taxpayers and make money. In today’s podcast Eric discusses why there is going to be an explosion in IRS and state tax debts, why business will boom for people doing representation and what tax pros should be doing right now.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Sitting down with Eric on this week’s podcast is none other than Darren Guillot, IRS SB/SE Deputy Commissioner for Collection and Operations Support. Darren updates us on where the IRS is right now with its new enforcement priorities, what we can expect in the 2nd half of 2020 and what the IRS is considering to help taxpayers struggling right now. Darren also gets into the new Fraud Office and how the IRS is ramping up enforcement for the more than 10 million non-filers already identified, especially those who are high earners.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

So you’ve made your pitch with the potential client…now what? In this week’s episode Michelle Weinstein joins Eric for a discussion of the steps each of you should be doing to follow-up and land the client’s work without making yourself an annoying jerk!   If you want to explore and discover what some of the next best steps are for you and your firm then head on over to www.theabundantcall.com for a coaching call with myself or my partner.   I invite you to book it here if you want to thrive and prosper in the coming months over @ the theabundantcall.com.

In response to the pandemic, Congress and the IRS have worked to try and help taxpayers and small businesses. Of course, the scammers and criminals have come out in force. Joining Eric is Kristina O’Connell, IRS Special Agent in Charge of Criminal Investigation Boston Field Office. Kristina will discuss which types of fraud the IRS is seeing and what they and other federal agencies are doing to combat it. She will also discuss what practitioners and taxpayers should watch for to avoid becoming a victim. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In the midst of the COVID-19 pandemic Eric sits down and discusses the issues around data with Dania Buchanan, head of SmartVault. During the program Dani and Eric discuss the current situation, why the use of technology to protect and move information around a decentralized workforce has never been more critical and the opportunities created by the current situation. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

With the Coronavirus pandemic now sweeping across America, Congress and the IRS have made changes to try and help taxpayers. In this week’s episode, Eric is joined by Noelle Geiger to discuss the changes and what tax practitioners need to know.   Want to Contact Eric or Noelle? For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

So business is booming, the firm is growing, everything is great. So why am I so miserable? This was the exact call Eric had with Brent Robertson several years ago which kicked off a dynamic change in the way Eric focused on the law firm of Green & Sklarz as well as Tax Rep LLC. Well joining Eric on this week’s podcast is Brent Robertson from Fathom to discuss how we approach our businesses and what really matters to clients and to us, and how to grab control of you business and your life. Contact Brent at brentr@fathom.net Looking to build your rep practice? Check out Tax Rep www.TaxRepLLC.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

So what do you do when that potential new client calls?  In this week’s podcast Eric walks through the process for evaluating the client’s situation and the checklist to get the case resolved.

Listen in on this weeks episode as Eric is joined by a very special guest, Andrew Keyso, the former IRS Chief of Staff and current Acting Chief of Appeals. During this talk Andy discusses the impact of the Taxpayer First Act, where Appeals is heading, the role of the hazards of litigation, and what taxpayers need to know about their hearing with the IRS Independent Office of Appeals, and much more!For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

With IRS Enforcement increasing thanks to the new IRS Commissioner, and with more than 22 million taxpayers in need of help, this is the time to launch your Representation practice! Consider the following facts: There has been no better time to move your practice into the highly lucrative area of IRS representation. Check out Tax Rep LLC at TaxRepLLC.com and lets make 2020 the year you earn what you deserve! Looking for the Accountant’s Guide to IRS Collection and Accountant’s Guide to Resolving Tax Debts? Check them out here: TGPublish.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

The message is clear: IRS Enforcement is back with a capital E! Coming off the New England IRS Representation Conference and American Bar Association Tax Fraud & Controversy Institute, Eric updates you on what practitioners can expect to see in IRS enforcement in 2020 and beyond.   Want to join Tax Rep and build your practice now? Go to www.TaxRepLLC.com Looking for the deal on Call ENQ? Click here for the special member deal! https://callenq.com/trn/ Want a deal on having the Tax Help Software platform run your resolution practice? Go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free 2-week trial, and TAXREP10 for a 10% discount off the purchase of the software! Looking to bullet proof you and your client’s tax returns? Check out Receipt Bank? https://info.receipt-bank.com/trnFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

On this week’s podcast Eric is joined by Alison Reiff-Martin, CPA, who discusses the changing environment accountants find themselves in, and how to go with the flow and up their game by incorporating business advisory services into their existing practice. Want to Connect with Alison? Email Alison at alison@reiffmartingaccounting.com or check out her website at www.reiffmartincpa.com Looking to check out Alison’s Business Advisory Summit? You can find all the information here: https://www.eventbrite.com/e/business-advisory-summit-2019-pivoting-to-client-advisory-services-tickets-73043441901For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Practice long enough and you may find that you begin working for your practice, not the other way around. In this week’s podcast Eric is joined by one of his coaches, Amy Vetter, where they discuss work-life balance, pivoting to find your passion, and bringing balance into your life and practice. For those of you who do not know Amy, just google her and you’ll learn everything you need to know. She speaks, she has books, she coaches people, but it was after listening to her Ted Talk that Eric knew he needed to meet and speak with her. Want to contact Amy? She can be reached at https://www.amyvetter.com/theb3methodinstitute, or info@AmyVetter.com Want to join Tax Rep and build your practice now? Go to www.TaxRepLLC.com Looking for the deal on Call ENQ? Click here for the special member deal! https://callenq.com/trn/ Want a deal on having the Tax Help Software platform run your resolution practice? Go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free 2-week trial, and TAXREP10 for a 10% discount off the purchase of the software! Looking to bullet proof you and your client’s tax returns? Check out Receipt Bank? https://info.receipt-bank.com/trnFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

There are lots of strategies to improve your clients' chance of settling their tax debt, but things can get sticky for those of us who practice in a community property state. The impact of “Community Property” laws can drastically change the outcome for your client. Joining Eric is Attorney Jason Freeman who will explain how community property laws work, and what strategy can be used to help your clients resolve their IRS issue in a community property state.   Want to Contact Jason? Email him at Jason@freemanlaw-pllc.com or visit www.freemanlaw-pllc.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Okay, so the auditor or RO is being a jerk. Don’t be afraid to elevate the case to the next level or beyond to get things done and bring the case to the best resolution possible.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

The IRS has begun sending three different target letters to taxpayers identified as having crypto currency. Joining Eric Green to unpack this information and explain what each type of letter means and how practitioners can help their taxpayers respond is Walter Pagano, CPA, CFE. Walter is the leading Tax Partner for Tax Controversy at Eisner Amper. Listen in and learn what you need to know to help you and your clients deal with the IRS’s pursuit of anything crypto.   Want to contact Walter? You can email Walter at walter.pagano@eisneramper.com   Looking for Walter’s webinar on Crypto Currency? Check it out here: https://www.eisneramper.com/webinar-crypto-0919/

In this week’s podcast, Attorney Eric Green explains the various ways that practitioners can find clients, his approach to marketing, and why his members don’t spend more than $199 a year for their marketing budget.

In this week’s podcast, Eric Green describes the various techniques to reopen closed IRS tax assessments, including audit reconsideration, DATL Offers, Collection Due Process hearings, refund filings, and bankruptcy. Listen in and learn why a bad assessment does not need to mean financial disaster for the client!

During this week’s podcast, Eric will discuss what a “dissipated asset” is and why it almost always means the end of your client’s Offer-in-Compromise. Eric will discuss how to identify potential dissipated assets and what you can and cannot do to deal with the issue. Want to join Tax Rep and build your practice now? Go to www.TaxRepLLC.com? Looking for the deal on Call ENQ? Click here for the special member deal! https://callenq.com/trn/ Want a deal on having the Tax Help Software platform run your resolution practice? Go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free 2-week trial, and TAXREP10 for a 10% discount off the purchase of the software! Want to check out Receipt Bank? https://info.receipt-bank.com/trn

Joining Eric on this week’s podcast is the Director of Education and Credentialing for the National Association of Tax Professionals. During the program Eric and Michelle discuss the national conference, as well as the NATP move into IRS Representation, and what the NATP sees coming down the pike for tax professionals. And remember, if you are heading to the NATP conference come by and say hello to us at the Tax Rep Network exhibiting table!

In this weeks episode Eric answers the listeners questions and through that clarifies and sharpens your approach to tax resolution topics! From streamlined installment agreements to resolving court ordered restitution issues, Eric answers them all!   Want to join Tax Rep and build your practice now? Go to TaxRepLLC.com Looking for the deal on Call ENQ? Click here for the special member deal! https://callenq.com/trn/ Want a deal on having the Tax Help Software platform run your resolution practice? Go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free 2-week trial, and TAXREP10 for a 10% discount off the purchase of the software! Want to check out Receipt Bank? https://info.receipt-bank.com/trn

So the IRS sent its letter and now the client is scrambling to find their documents and receipts that the dog didn’t eat! Listen in this week and you can stop your client’s panicking. On this week’s episode Eric and Damien Greathead of Receipt Bank discuss exactly how to make sure your tax return is bullet proof when Uncle Sam comes calling. Receipt Bank is an amazing app, and Eric and Damien discuss the app, the IRS process and why and how Eric discovered the app and why he not only recommends it but has all of his attorneys at Green & Sklarz using it!   Want to check out Receipt Bank? https://info.receipt-bank.com/trn Ready to build your representation practice? Come join us inside Tax Rep LLC at www.TaxRepLLC.com

Joining Eric on this week’s podcast is Michelle Weinstein, host of the Abundant Accountant podcast and Five Steps to Abundance. Listen in as she discusses changing your mindset to get more and better clients, how to make that shift and why now is the time to embrace abundance!     Want to contact Michelle? Head to 5StepsToAbundance.com

In this week’s episode, Eric covers what is new in IRS collection and updates you on the latest changes to the Offer-in-Compromise program, passport revocation, and the latest collection and enforcement statistics just released by the IRS.         Send your questions for Eric’s AMA session (“Ask Me Anything”) and have your answers delivered on the podcast on June 14th while Eric is in Las Vegas speaking at the AICPA National Conference. Just email Eric at Podcast@TaxRepLLC.com

In this week’s installment, Eric manages to get nationally renowned author, consultant, and national speaker Joe Woodard to stop and sit down for a serious discussion. Joe has trained over 150,000 accounting professionals in areas of small business coaching, practice development, changing technology trends, and how to maximize the use of technology in their practices. So listen in and hear what to do now to start transforming your practice, and where things are headed for the accounting and tax profession.   CONNECT WITH JOE: Twitter | LinkedIn | Website   Get a free-trial or discount on Tax Help Software here: https://www.taxhelpsoftware.com/ and use TAXREPTRIAL for a free 2-week trial, and then TAXREP10 for a 10% discount when you purchase! Want to call the IRS and get through in under 3 minutes?  Use Call EnQ!  Click here and get 200 minutes for only $19.95 to test it and see how it will save you tens of thousands of dollars of hold time in your practice!  https://callenq.com/trn/ Ready to join Tax Rep LLC and take your practice to the next level?  Click here and use discount code CPAA19 and get $100 off for 6 months to start building your six figure resolution practice: www.TaxRepLLC.com

Joining Eric on this week’s podcast is Tax Rep Member and former Revenue Officer Josh Kirk. Listen in as Josh fills us in on what goes on in the mind of a Revenue Officer, what practitioners should know about that Revenue Officer, and how to deal with the difficult case.

Tax transcripts are the life blood of any tax professional representing taxpayers before the IRS. In this week’s episode Eric sits down with Roger Nemeth, the founder of Tax Help Software which revolutionized the obtaining of Tax Transcripts from the IRS and changed the way tax rep pros practice forever. During the program Eric and Roger discuss not how we got to where we are, but all the benefits of transcripts you probably do not even know about, like tax returns being flagged for an exam on the transcript six months before the letter comes out! Listen in and learn just how you can make better use of transcripts, get out ahead of the IRS, and even make way more money saving taxpayer lives!

In this week’s podcast Katie Thomas walks Eric and our listeners through how she recognized issues while working at a Big Four firm, and how she and her husband chad teamed up to begin automating practices. Katie is a CPA who specializes in helping firms implement systems, empower their people and grow their bottom line. Having wrestled with this himself, eric found Katie and reviews what firms should be thinking about as they try and restrain themselves from tearing out what remains of their hair this tax season!   Want to contact Katie? She can be found here: Website | LinkedIn | Twitter | Instagram

Joining Eric on this week’s podcast is Mariette Martinez. Aside from being an EA and Intuit Trainer/Writer, Mariette designs and delivers educational content that accelerates the financial growth and awareness for micro-businesses, and self-employed/solopreneurs. Her journey to elevate herself and her practice lead to the founding of TusTresMaestras.com, a co-founded Bilingual E-Learning Platform that will bridge the financial literacy gap for English and Spanish-Speaking small business owners. In this episode Mariette and Eric discuss their own personal journeys to bring order to the chaos of their practices, how that transformation took place, and what other practitioners should be considering when wrestling with the monster that is their practice!

In this week's podcast, Eric and Claudia discuss this Tax Season's BIGGEST mistakes and how to avoid them. Be sure not to miss this timely and important episode!

On the precipice of another tax season from hell, Eric very bluntly explains what has changed in the world of tax returns, why the practice is just not what it used to be, and what practitioners need to be thinking once busy season 2019 comes to an end on 4/15! Check out Call Enq to get right through to the IRS in un der 3 minutes (once it reopens!): https://callenq.com/trn/ and get the special tax Rep Offer for the first 200 minutes for only $19.95 Check out Tax Help Software and build your resolution practice with the best resolution software and transcript delivery system! Just go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free two-week trial, and then TAXREP10 and save 10% on the license fee! Want to build your Tax Rep practice? Join us inside Tax Rep LLC and get $100 off the first six months when you sign up using discount code TAXREPGO! www.TaxRepLLC.com

Join Eric Green as he discusses one of the most important questions facing tax practitioners at the beginning of this year...what to do to start off 2019 the RIGHT WAY!

In this podcast Eric sits down with Intuit’s Misty Megia to discuss the merger with TSheets, the upcoming foray into tax conferences by Intuit and other news tax practitioners need to be aware of as we start of 2019! Want to catch Eric and all the other terrific programs at the virtual tax conference? You can register absolutely FREE here!

Tired of waiting on hold for the IRS? Tired of waiting for an hour, sometimes more, to receive a “Courtesy Hang-Up” – and no - we are not making that up! It is what the IRS calls hanging up on a person after they have wasted a portion of their life on hold. Well fear not! Joining Eric on this week’s podcast is Andrew Valiente, founder of Call ENQ, which has literally changed the way we represent taxpayers with the IRS by allowing us to get to a real human being in under 3 minutes, and often in seconds! In addition to this very cool service, we have a new special offer for folks to try CALL ENQ and experience it first hand: 200 minutes of call time for just $19.95! And that is real call time – time you are actually on the phone with a human being! So check out Call ENQ, and experience the service that Eric says will knock $50,000 of time off their workload helping taxpayers! https://callenq.com/trn

Yes, the IRS is going to get the Quickbooks file, as they have every right to see both the physical and electronic records. Listen as Eric discusses what practitioners should do when Uncle Sam demands the Quickbooks file.

In this weeks’ episode, Charles Tover and Yonah Weiss from Madison Specs, join Eric to discuss the benefits of having a cost-segregation study done when commercial property is acquired, and review how these studies work, why they both shield the owner from income tax and accelerate the return of their investment, and how and when to have these studies done. To contact Yonah Weiss you can call (732) 333-1477, connect with him on Linkedin at https://www.linkedin.com/in/cost-segregation-yonah-weiss/ or email him. Visit our sponsor ENQ and grab the introductory offer at https://callenq.com/taxrep.

Eric reminds all practitioners in this week’s Tax Rep Minute why the innocent spouse filing’s financial analysis is every bit as critical as the one you do for an Offer-in-Compromise, and what to be considering when preparing the form 8857.

In this week’s Tax Rep Minute Eric discusses why the walkthrough by the practitioner in advance of the auditor showing up is so critical, and what to do when you do that walkthrough.

In this week’s podcast Eric discusses three routine mistakes made by practitioners when helping non-filers clean up their issue, which can cause significant financial difficulty for the taxpayer later as they try and resolve their tax debt.

In this week’s tax Rep Minute Eric updates us on the IRS Streamlined Installment agreement and why it is so helpful to taxpayers, the changes the pilot program made and the benefit of having it now made permanent. The rules can be found in the Internal Revenue Manual at section 5.19.1.6.4.11.

In this week’s episode Eric speaks with Dominique Molina, the founder of the American Institute of Certified Tax Planners where she coaches tax professionals on how to deliver a higher level of tax reduction services. In this episode Dominique and Eric discuss how to increase revenue through focusing your practice and value billing, as well as the concrete steps to take to accomplish this goal. Contact Dominique Molina: http://CertifiedTaxPlanners.com

In this week’s episode Eric covers issues with IRS Offers-in-Compromise when the client does not always listen to us, and what happens when both little things go wrong as well as when the shit really hits the IRS Offer fan! Eric explains the various types of clients and why so many people you help will end up just getting into trouble again and become your “walking annuities”. Also, remember to email Eric your questions so he can answer them on the next podcast at podcast@taxrepllc.com.   Click here to take advantage of our special deal with CallEnQ!

In this episode eric explains why payroll tax cases are among the most common ways taxpayers get into trouble, why they are fun to sort out, and why they are the most lucrative of all engagements. Eric explains the process for helping taxpayers sort out the issues, pitfalls to be careful about to protect your client and yourself, and the step-by-step approach to resolving these cases. Click here to take advantage of our special deal with CallEnQ!

In this week’s episode Eric explains why it is so important to make sure you know what you are seeking before calling the IRS, the issues in dealing with the IRS over the phone and some of his own mis-adventures so you can learn what NOT to do. Also, he will discuss his discovery of CallEnq and how it is revolutionizing his representation practice, and will save him (and yourself) $50,000 of billable time a year! Want a free 100 minute trial of CallEnq? Use the link below! Click here to take advantage of our special deal with CallEnQ!

So where do criminal tax cases come from? What makes the routine civil issue become a criminal prosecution? Jim Olson, Tax Rep Member and Former Supervisory Special Agent for the IRS Criminal Investigation Division sits down with Eric to discuss how cases arrive in IRS Criminal Investigations, and how does CI determine which ones to pursue and which ones to pass on. This episode should be extremely insightful for any tax practitioner who is curious what really happens inside CI when decide to take a case and run with it. Want to contact Jim Olson? He can be found here: Financial-Forensics.net

In this week’s episode Connecticut Dept of Revenue 1st Assistant Commissioner Lou Bucari joins Eric and discusses what the states have been dealing with prior to the South Dakota v. Wayfair decision, what is now happening behind the scenes that the Supreme Court has spoken, and what the impact to tax practitioners and their clients will be. Eric will also discuss the new business opportunity this creates for practitioners.   Link to the decision in South Dakota v. Wayfair: https://www.supremecourt.gov/opinions/17pdf/17-494_j4el.pdf

In this week’s episode Eric explains the various forms of offers-in-compromise, and when a practitioner should select each type. If you wanted to know what the differences were between Doubt-as-to-Liability Offers, Doubt-as-to-Collectability Offers and Effective Tax Administration Offers, well here is the explanation you have been waiting for! Also, Eric explains when to consider a lump-sum vs. a deferred offer, and some inside tricks to deferred offers you probably did not know.

In this Episode, Eric speaks Steve Toscher and Mike Stein from the Beverly Hills tax Law Firm of Hochman, Salkin, Rettig, Toscher & Perez, Pc and discusses everything you need to know about Crypto-Currency: What it is, how the IRS views crypto-currency, how to report these transactions, can you do a like-kind exchange of crypto-currency, why it’s such a hot button issue with the IRS civilly and criminally, and what to do if you have failed to report a transaction. This is the program every accountant and investor needs to know about the new wild-west of crypto-currency! Click here to contact Steve Toscher Click here to Contact Mike Stein Click here to download IRS Notice 2014-21

Hey guys, the largest IRS Representation Conference in the country is now open for registration. The IRS Representation Conference will have close to 3,000 tax practitioners and cover everything you could want to know about what is hot in IRS Representation. Join me as I host the best conference with the top experts and government officials who will walk you through what you need to know right now to build your practice and protect your clients, as well as yourself! Just click on the link below and grab the early bird pricing and free Accountant’s Guide to IRS Collection e-book (by yours truly). And remember – Tax Rep Members get FREE access, so if you’ve been on the fence about joining now is the time to do it! So whether you can actually come to Mohegan Sun or join us via live streaming webcast, you don’t want to miss this super event! And if you do come please come up and introduce yourself. I love meeting all our network friends, and there is no better place to do it then at the beautiful Mohegan Sun Resort! Click here to register for the event! It's going to be awesome!

Given the fact Eric Green focuses on civil and criminal tax representation, there are some clear mistakes he and his partners see make almost daily. In this episode Eric walks you through the three biggest mistakes they see entrepreneurs make and how you (and your clients) can avoid these!

In this Episode Eric sits down with IRS Special Agent Maria Papageorgiou and discusses the crime of structuring, what it is and why so many taxpayers end up committing this crime without realizing it. Many accountants advise their clients that when it comes to cash, it is the client’s money and they can do what they want with it (so long as it was reported). Unfortunately that is far from the truth. Hear directly from Maria why the IRS is so intent on focusing on this violation, and what you and your clients need to know. About our Sponsor, Tax Help Software: Tax Help Software is the leading software for transcript download and analysis, both of which are critical to helping any taxpayer resolve their back tax debt. This is one of the few pieces of software Eric uses in his law practice at Green & Sklarz and is the only one he would recommend. You can check out the software at www.TaxHelpSoftware.com, and for Tax Rep Network members we have a special offer: use the software free for 14 days with coupon code TAXREPTRIAL and if you love it and want it, save 10% by using discount code TAXREP10.

In this Episode Eric sits down with Kristina O’Connell, Special Agent in Charge of the New England territory for IRS and discusses when and how the IRS makes use of confidential informants to make its tax cases. Listen in as Eric and Kristina go into how someone can become a confidential informant and how they can be paid for their information and help. If you have any interest in how criminal tax cases can evolve and how your client can play an active role and be paid for their information, then this is an episode you do not want to miss!

With the NATP National Elevate Conference just around the corner, Eric and Sam discuss what is new and what practitioners can expect at this year’s annual conference and beyond!

In this episode Eric sits down with Paul Mamo, IRS Director of Collection, and discusses the new IRS enforcement priorities, new payroll tax initiatives, and the IRS’s Streamlined Installment Agreement pilot program. Listen in and take advantage of this special opportunity to hear from the IRS Director himself and what your client’s can expect from the IRS’s collection division.

Join your host Eric Green as he explains why the national tax resolution firms do not know anything that you do not, and any talk of “special procedures” or “proprietary methods” is nonsense.  Eric breaks it all down for you in this Tax Rep Network episode.

“And we can make penalties disappear.” Goes the common refrain on late night television.  But can they?  The reality of penalty relief is there is first-time abatement for those that qualify, as well as penalty relief for “reasonable cause.”  Join host Eric Green as he explains what it takes to get first-time penalty relief and walks you through the role of supporting documentation for your “reasonable cause” argument and what to watch out for when making your argument.

Everyone is in love with Offers-in-Compromise, and they sort-of understand installment agreements, but what about this weird “uncollectible status?”  In this Tax Rep episode Eric explains what uncollectible status is, what it does and does not accomplish, and when the Tax Rep Master knows to pull this out of his bag of tricks and use it help their delinquent client!

Most taxpayers are aware that they can get into a payment plan with the IRS to repay their back-taxes (called an installment agreement).  What most folks do not know is there are a number of variations of installments agreements, and how to select which one to use.  Join Eric Green as he breaks down the variations and explains when taxpayers and practitioners should consider each of the installment agreement types.

In this episode Eric explains why taxpayers who claim Unreimbursed Employee Expenses” on their tax returns are asking for an audit, and why the IRS considers this such a hot-button issue.  Eric will also explain how the IRS can use these to make a tax preparer case against the practitioner who did the returns, and cases he has seen.

Seeking relief from joint liability by requesting innocent spouse relief is nothing new.  However, many practitioners breeze over the financial analysis aspect of the Form 8857 when requesting innocent spouse relief.  Why?  This critical piece can be the difference between being relieved of tens or even hundreds of thousands of dollars of debt or not.  Practitioners (at least those that know what they are doing) plan when preparing to file for an installment agreements or Offers-in-Compromise.  Why wouldn’t you do the same for innocent spouse relief?  Join Eric Green as he explains the importance of financial analysis and the strategies that can help make the difference between success and failure.

When a business fails, and payroll taxes go unpaid, the IRS seeks to determine who was responsible.  The vehicle for their interview is the Form 4180.  In this episode of Tax Rep Network Eric Green explains why the form is defective and why practitioners should not allow their client’s to be interviewed.  So, what do you do when the request comes in for the interview?  Listen in and learn!

In this episode Eric discusses the aspects of the new Tax Act of 2017 and how it will impact taxpayer’s ability to do charitable giving and receive a deduction.

When working to resolve a back-tax debt financial forms, called Collection Information Statements, are necessary to provide the IRS with information.  These Forms vary and are used for different purposes.  In this episode Eric explains which of the forms you need when resolving a tax debt, why you need them and in what circumstance do you need both.

The goal for all professionals is to provide a perfect product, but being human, mistakes sometimes get made. In this episode Eric walks through what happens when mistakes do happen and how to handle them like a pro, take ownership and fix the problem, and actual stories of what happens when other “professionals” don’t act so professional.

The client’s case gets resolved and off they go, yet the IRS keeps mailing you notices. Reminders of balances due, annual updates, they took the refund, etc. Or worse, the client decides they don’t feel like paying you and simply stops paying. How do you get rid of this dead-beat? Join Eric Green in this episode so he can explain exactly what you need to do to pull the Power-of-Attorney and stop the government’s colossal waste of resources mailing you letters you neither want nor intend on keeping?

In this episode Eric explains what it means to be “all in” and why it is so important for you and your practice.

When taxpayers borrow money from family, there is a critical mistake made that could come back to haunt both the taxpayer and the family member that loaned the money. In this Episode Eric explains the issue and why every parent who lends their child money for their business should consider filing a lien to protect their loan and their child!

How do you make money at tax resolution? You charge for your services and expertise, of course. But how much, and in what way? In this Episode Eric explains the various services you should be providing to your clients and how exactly to charge for your services.

In this episode Eric explains what to do when the IRS sends the Notice of Deficiency, also known as the “90-day letter”. Whether because the client failed to respond and now shows up with the letter in-hand, or the IRS issued the letter too early, the taxpayer now has an issue that needs to be handled. The case is not lost, nor is it necessary to get a lawyer. You simply need to know what to do to get that case over to Appeals where it belongs. Eric will explain how.

It is amazing how often client’s take the “ostrich” approach to their tax problems: ignoring it and until it hopefully goes away. Generally, the tax issue does not vanish on its own. Eric explains in this episode why it is so important to open and read the letters from the IRS, what they mean, and how to respond properly to give yourself the best opportunity to resolve the matter without enforcement action (i.e. tax levies).

So, what do you do when the client has no documents? Fear not, Eric explains in this Episode what to do to support the numbers on the returns, and the process of forensically recreating the support needed to satisfy the IRS.

In this episode Eric explains the ins-and-outs of dealing with an IRS Notice of Federal Tax Lien, including withdrawal, discharge and subordination.

It is routine that the IRS examiners request not just copies of reports from Quickbooks, but the actual Quickbooks file. Does the client have to turn the file over, and why is the IRS so intent to obtaining the electronic back-up? In this episode Eric explains what the IRS can and cannot get, and how to deal with the issue of the Quickbooks file.

The IRS is a huge organization, and it has the same cast of characters that every large organization has in its ranks. Some employees are honest and hardworking, while others are difficult and irascible. Sometimes the examiner is simply bat-shit crazy. In this episode Eric discusses how to deal with an irrational IRS examiner.

In this Episode Eric walks through the five reasons he sees Offers-in-Compromise not being accepted, and explains what practitioners need to be doing to make sure their client’s Offer has the best chance of success.

Most taxpayers (and practitioners) fear the IRS, yet the State Departments of Revenue can be much worse and trying to deal with. In this episode Eric explains why non-filers who are trying to get compliant want to consider filing the state tax returns first, and the advantages to doing so when it comes to resolving the outstanding tax debts.

Think the taxpayer should always file joint to save taxes? Think again. Eric explains in this week’s episode why the filing of a joint tax return in certain circumstances may be a critical error and cost the taxpayer significant money and heart-ache.

Follow Eric Green as he takes you through Liens and why there are so many "urban myths" surrounding them.

Learn how Eric uses blogging to continuously grow his business.