Unfiled Returns: Bringing Noncompliant Taxpayers Back Into the System
Overview
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Unfiled returns are one of the most common and challenging issues tax professionals face. Clients often present with multiple years of missing filings, creating compounding problems with the IRS. This course provides a structured approach to addressing noncompliance and getting clients back on track. Participants will learn how to assess filing requirements, prioritize years, and develop a strategy to resolve outstanding obligations efficiently.
Highlights
- IRS expectations for delinquent filings
- Determining required filing years
- Consequences of noncompliance
- Coordinating filings with IRS resolution strategies
- Managing client expectations and timelines
Prerequisites
Basic understanding of tax return preparation
Designed For
CPAs and tax professionals working with clients who have unfiled returns
Objectives
At the end of this course, you will be able to-
- Identify filing requirements for delinquent taxpayers
- Determine which years must be filed to achieve compliance
- Recognize risks associated with prolonged non-filing
- Apply practical strategies to bring clients current
Preparation
None
Leader(s):
Leader Bios
Charles Montecino
Charles K. Montecino is a Certified Public Accountant and Certified Tax Resolution Specialist with over 40 years of experience in public accounting. Over the past 25 years, he has specialized in helping clients resolve complex IRS issues, earning him the nickname "The Tax Problem Solver." He is known for his patient and non-judgmental approach, making his clients feel comfortable even when addressing tough tax situations.
In 2008, Charles was honored with the Top Practitioner Award by the American Society of Tax Problem Solvers.
Charles is licensed in both New Jersey and Pennsylvania and holds the Chartered Global Management Accountant (CGMA) designation. He is an active member of the AICPA, NJCPA, PICPA, and the American Society of Tax Problem Solvers.
When he is not helping clients navigate the complexities of tax law, Charles enjoys spending time with his wife, children, and grandchildren, watching the Philadelphia Phillies and Eagles, golfing, and fishing.
Non-Member Price $209.00
Member Price $109.00