Power Tools for Tax Pros

Have you heard about all of the IRS online tools everyone has been talking about and didn’t have time to explore them?  Make your practice more powerful and efficient by using the newly expanded IRS online tools.  In this webinar, you will be introduced to the different types of IRS online accounts that can be used to help tax professionals and their clients.  Methods to access these accounts will be explained for both tax professionals and taxpayers, including how to manage Power of Attorney Forms, obtain transcripts, review payments and review resolution options for your clients.

Presenters

Sarah A. Fields, EA, NTPI Fellow is a Sr. Manager Tax Controversy with Prager Metis CPAs and Davidoff Tax Law.  As an Enrolled Agent and NTPI Fellow with over 17 years of experience in tax resolution, Sarah has worked with Taxpayer Advocate and top IRS officials to suggest improvements in facilitating resolutions of taxpayer issues.  On a daily basis she represents clients with regard to federal and state tax issues, negotiating installment agreements, offers in compromise, penalty abatements, audits, NYS residency issues and other tax matters for both individuals and businesses.  Sarah is affiliated with the New Jersey Society of Enrolled Agents, Pennsylvania Society of Enrolled Agents and the National Association of Enrolled Agents. 

 Rachel Baldwin, EA is a Tax Controversy Specialist with over 16 years of experience working with taxpayers to resolve their federal and state tax matters with Prager Metis CPAs and Davidoff Tax Law.  As both an Enrolled Agent and a Certified Paralegal, she utilizes her skills to help clients resolve their complicated tax problems.  Rachel regularly attends federal and government agency seminars to get the latest information and appreciates the opportunity to empower practitioners to elevate their practice by sharing her knowledge.  She educates Taxpayers about the tools they have at their disposal to understand and effectively interact with the IRS.  She is a member of both the New Jersey Society of Enrolled Agents and the National Association of Enrolled Agents.  Rachel is proud to serve as a Board Member of the Prager Metis Charitable Foundation and coordinates Prager Metis’ participation in the “Walk to End Alzheimer’s” events nationwide and also volunteers on the Monmouth-Ocean NJ Walk to End Alzheimer’s committee.