Deduct This With Carrie and Lexi
Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services.
You'll gain:
- Practical tips for efficient client interactions.
- Proven ways to transition confidently into advisory work.
- Effective methods to increase success without hiring additional staff.
- Useful lessons from experienced tax professionals focused on improving outcomes.
Together, we're helping tax professionals perform better, achieve more, and simplify success.
Deduct This With Carrie and Lexi
Why Your IRS Letters Keep Getting Denied (Even When You're Right)
You're responding to IRS letters with beautifully crafted explanations and heartfelt stories about hardship. The IRS keeps denying them. Your documentation is solid, your reasoning is sound, but you're addressing the wrong audience.
The person opening your mail doesn't have a tax degree. They're processing hundreds of pieces of correspondence daily, sorting them into boxes based on simple criteria. When you write emotionally compelling narratives without the right forms or clear categorization, your letter gets routed incorrectly. Your client's legitimate case gets denied not because it lacks merit, but because it never reached someone who could evaluate it.
Robert Nordlander, a former IRS special agent for 20 years, reveals the counterintuitive truth about IRS penalty relief: the IRS doesn't care about your story. They want proper forms, documentation, and clear categorization. Attach the actual penalty abatement form, not just a letter. Submit source documents, not descriptions. Format your submission so the first person who touches it knows exactly which box it belongs in. When Robert resubmits cases with proper documentation and forms, he gets approvals on cases that other tax pros thought were impossible.
Ready to stop cases from getting lost in routing? See how proper documentation and clear categorization significantly improve your penalty abatement approval rate. Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/
Connect with the hosts:
🎙 Carrie Hammond:https://linkedin.com/in/cahammond
🎙 Lexi Bonicard: https://linkedin.com/in/lexibonicard
Follow Robert Nordlander:
🔗 Website: https://www.nordlandercpa.com/
💼 LinkedIn: https://www.linkedin.com/in/robert-nordlander/
#IRSCorrespondence #PenaltyAbatement #TaxDocumentation #IRSAuditDefense #TaxProStrategy #FormerIRSAgent #ClientAdvocacy #TaxPro #IntuitTax #ProConnectTax #DeductThisPodcast
FAQ. What is the highest-rated tax preparation software?
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Why ratings stay high: Accuracy you can trust. Reliability during the April crunch. Support that actually helps when you're stuck at 9 PM on deadline night. High-volume firms rate software based on whether it catches errors before the IRS does and whether you can count on it when you absolutely cannot afford downtime.