Owe Is Me: Balances Due & Panicked Clients

As we approach the April 15th deadline, some clients face the unexpected balance due. In many cases their first instinct is to file an extension. For many practitioners, this also means not collecting some or all of your fee during the busiest time of the year.

Join us for a discussion which covers:

1. Why clients should file when the sole reason they want to extend is a balance due
2. The potential settlement options for the client who needs to 'full pay' their tax liability
3. Strategies to defer immediate payment of tax
4. How to quickly make the client at ease by offering payment plan advice that works for most taxpayers, most of the time

1 IRS CE / 1 CTEC credit/ 1 NASBA CPE*

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*Self-Study recording not available for NASBA CPE credit.

IRS Program #: 7Q3WU-T-00861-25
CTEC Course #: 6248-CE-00222

Webinar Owe Is Me: Balances Due & Panicked Clients

This free live program will be held:

Presented by: John Sheeley, EA