If you’re like me, every couple of months you get a call from a friend or relative that needs help with some type of legal issue. From DUIs to franchise agreements, I’m usually able to offer a little bit of advice and point them in the right direction on how to best proceed. However, when someone calls with a tax issue, it’s usually a pretty quick phone conversation because I don’t know much about tax.
If you need some help getting started in tax practice, join Sam Brotman for this nuts & blots primer on how to handle a client that walks into your office with tax liability. Sam mainly covers the IRS & collections process, reviewing the client file, crafting the best solution for the client and internal firm policies. Additional issues addressed: analysis of taxpayer liability, setting the appointment with the IRS, the power of attorney (POA), IRS tax returns, returns not filed, balances due, the assessment date & CSED, reviewing account transcripts, dealing with the Employment Development Department (EDD) and Board of Equalization (BOE), preparing the financial statement, IRS options, the initial steps on a collections case, how to fill out Collection Due Process (CDP) appeal, loans, installment agreements, Offers in Compromise (OIC), penalty abatements, liens, and monitoring checklists.
Samuel D. Brotman is the founder of Brotman Law. His practice primarily centers on all aspects of tax litigation and criminal/civil tax controversies. Although a strong proponent of early stage tax resolution, Sam’s practice is uniquely tailored to assist clients in all phases of their tax controversy from administrative resolution of the lawsuit.