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IRS Transcripts Analysis Made Simple: Pitbulltax Software Demonstration

IRS TRANSCRIPTS ANALYSIS MADE SIMPLE: PITBULLTAX SOFTWARE DEMONSTRATION

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 25, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

You will discover a tool that allows you to quickly obtain multiple IRS Transcripts for one or several clients simultaneously utilizing your e-services account and import them directly into PitBullTax Software. The application will instantaneously analyze transcript data and create easy-to-read, concise reports for a variety of purposes such as current tax liabilities, penalties & interest, filed/unfiled tax returns, federal tax liens, collection status, estimated collection statute expiration date (CSED) calculations, and first-time penalty abatement eligibility. The transcript data will be seamlessly integrated into each client's profile, various software tools, and applicable IRS Forms. You can even print out or email detailed transcript reports and analyses to your clients and be a hero in their eyes! But that's not all. PitBullTax has taken IRS Transcripts Delivery and Reporting to the next level by supercharging it with Automatic Daily Alerts.

Learning Objectives:


  • Identify how to increase your efficiency and optimize day-to-day processes

  • Determine how to request IRS Transcripts in less than two minutes using your e-Services account

  • Recall various IRS transcripts analytical reports

  • Determine how to calculate CSEDs in minutes

  • Identify additional revenue generators by getting daily email alerts on significant changes on your clients' IRS accounts, such as upcoming audits, bankruptcies filed, rejected oic, federal tax lien released, and more

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

William Beisswenger

PitBullTax Software
Sales Representative
william@pitbulltax.com
(877) 474-8285 x106

Pitbull

William is a Sales Representative at PitBullTax Software. William is from Tampa, Florida, and is currently majoring in finance at SPC. William is ambitious, charismatic, and attentive to the needs of others. William is very competitive and strives to be the best at everything he does. When William is not focusing on his career, he enjoys reading and exercising.

About Our Presenter

Pitbull
PitBullTax Software is a revolutionary web-based software designed for CPAs, Tax & Bankruptcy Attorneys, Enrolled Agents, Tax Preparers and Accounting professionals involved in IRS Tax Resolution for their clients. The software has been developed by a dedicated team of professionals with over 100 years of combined successful IRS collection resolution and information technology applications experience. The knowledge obtained over the years has been embedded in the software´s DNA to provide the best possible resolution for each IRS collection case. We are celebrating our 8th year anniversary on the market and would like to help more tax professionals in the United States to build successful representation practices and help their clients resolve IRS problems efficiently. Our presenters are Enrolled Agent, Certifying Acceptance Agent, NTPI Fellow (National Tax Practice Institute) with MST degree (Master of Science in Taxation) and CPA, who taught CPE classes in the past.