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L2.12.21 Case Management Strategies - (2 NAEA CPE)


Effective resolution of a taxpayer’s IRS situation requires effective communication with clients and efficient workflow processes. This course will discuss typical issues in these areas in a business focusing on IRS representation matters and what best practices can help a practitioner succeed.


  • Tanya Baber

    Tanya Baber, EA, CTRS, is an NTPI Fellow and is a nationally recognized tax professional and frequent speaker on a variety of tax topics and representation. She founded Tax Edge, an accounting, tax, and representation firm in Colorado and has been practicing over 27 years, giving her a wide-range of knowledge and experience to draw from, while assisting a variety of individuals, businesses, and even fellow accountants.

July 28, 2021
Wed 2:00 PM EDT

Duration 2H 0M

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