See You in Miami: Resolving Payroll Tax Issues - A Case Study

Education & Training with Tax Rep LLC

Payroll taxes are the number one reason why small business get into trouble with the IRS, and small businesses continue to suffer from the fallout from the COVID-19 pandemic along with supply chain issues, inflation, and staffing problems.  The IRS has now announced an increase in enforcement of personal liability along with income tax assessments and civil fraud penalties against the owners of these businesses! 

Meet Mary Jones. 

Mary operated a staffing company with her sister and niece in Connecticut when they fell behind in their payroll tax filings and payments.  We will walk you through Mary’s case, including the completed forms and letters, so you can follow along, understand this extremely lucrative practice area, and understand exactly what you need to do when these clients arrive in your office.   

This program will cover the assessment and resolution for the company, and how to deal with the personal liability of the owner and key employees.  We will also cover how to charge for these extremely lucrative tax matters and some marketing techniques to attract small business clients that need tax help.

This special workshop will include the following:

  • A review of how payroll taxes and the personal assessment work

  • Opportunities to resolve the issue at the company level and minimize penalties

  • How to prepare a protest and build your client’s case when challenging personal liability

  • How to reopen cases where the client failed to protest the trust fund assessment

  • How to find clients who need help

  • Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently


The workshop is based upon an actual case, including all of the necessary forms and letters.  Attendees will receive checklists, sample letters, and exhibits that they can use right in their own practice.  There will also be a review of marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!


Conference Agenda:

(All Times are EASTERN)

Monday, September 19, 2022

  • 12:30 – 1:00 pm: Registration
  • 1:00 – 5:00 pm: Program
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Comments (2)

Bill Salvatore - East Valley
Arizona Elite Properties - Chandler, AZ
Realtor - 602-999-0952 / em:

Thank you for the Blog, here's to a relaxing weekend. bill 


Aug 20, 2022 06:14 AM
Kristin Johnston - REALTOR®
RE/MAX Platinum - Waukesha, WI
Giving Back With Each Home Sold!

Great information.   Thanks for sharing and enjoy your weekend!

Aug 20, 2022 07:51 AM