Basics of Tax Resolution - Part 1
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Speaker : CHARLES K. MONTECINO
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When : Friday, March 21, 2025
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Time : 01 : 00 PM EST
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Charles K. Montecino, CPA, CTRS
Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has significant experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.
He is also known as “The Tax Problem Solver” because he solves tax problems!
He works with taxpayers that for various reasons find themselves at odds with the Internal Revenue Service. He regularly works with those that have unfiled returns, unpaid balances, payroll tax issues, innocent and injured spouse issues and those under audit.
He has spent his 40 plus years career in public accounting, and over 35 of them running his own firm. He has been a tax resolution specialist for over 25 years. He is a licensed CPA in New Jersey and is also a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and the Cannabis Special Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and The American Society of Tax Problem Solvers.
He earned his accounting degree from Rutgers University. When he is not working, he enjoys watching the Philadelphia Phillies, Philadelphia Eagles and the Rutgers University football team. He also enjoys golfing, fishing, traveling, reading and spending time with his wife, children and grandchildren.
For Webinar Series PART 1 and PART 2 Click Here: Basics of Tax Resolution - Webinar Series
You will obtain a basic foundation of the various topics that you will need to know to represent clients that are in trouble with the IRS. This includes:
- Collection issues-the various options to pay or settle the balance due; the IRS collection options.
- Marketing-learn how to market to taxpayers with IRS problems to get new clients; learn how to conduct the client interview and overcome their objections to engaging your services
- Learn how to set up the file for a new client.
- Other topics will include Leins, Levies, Non-Filers, and How to Determine the Correct Balance Due
Areas Covered
The topics covered in this course include:
- How to work with the Collection Division of the IRS
- How to determine the correct balance due the IRS
- How to interview the prospect and get them to become a client
- Liens and Levies
- Marketing Strategies
- Non-filer issues
- How to setup a new client
Who Should Attend
Certified Public Accountants, Enrolled Agents, and Attorneys who practice in the area of tax resolution or want to add it to their practice
Why Should You Attend
Every day, taxpayers get into trouble with the Internal Revenue Service. There are many reasons this happens. Some are outside the control of the taxpayer. Most are not.
If you don’t offer Tax Resolution services, you won’t be able to help your clients when they get into trouble. You might be looked at as incompetent when your client is in what it probably the worst financial trouble they’ve ever been in. since you cannot help them, you will probably lose the client. There also could be a trickle-down effect because they could tell other clients
you don’t have the expertise to help them.
If you do offer tax Resolution services you need to attend this course to ensure you are current with the topics offered. The rules and strategies are constantly changing. Just as in
the rest of your practice you need to be current. You need to be on the cutting edge in order to help your clients, and maintain your client list. You cannot afford not to offer these
services in the current climate. The IRS is becoming more aggressive every day in collecting the unpaid taxes and auditing returns. You need to be one step ahead of them.
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$200.00
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