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Eric's ready-to-use templates to leverage this tax season

Use these templates in Ignition to:

 

spark-orange-50px- signatureClearly communicate your value as an advisor

spark-orange-50px- signature Upsell to your clients and streamline your sales process

spark-orange-50px- signatureEnhance client trust and confidence with a proactive approach to addressing potential tax issues

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IRS Representation Templates

Expand your tax representation expertise and maximize your earning potential with our ready-made IRS Representation proposal templates, created by Eric Green of the Tax Rep Network.

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Voluntary disclosure is an option for you to resolve the issue of the unfiled returns and get back into the tax system, while minimizing the years that need to be filed, tax penalties, and any potential criminal exposure.

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The tax lien is designed to protect the government's interest in your assets, not prevent the asset from being sold or transferred. 

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A Notice of Deficiency is when the IRS has proposed an assessment against you and has issues the Notice of Deficiency that allows you ninety (90) days to file a Petition in the United States Tax Court. 

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Explore other Ignition Templates

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Move to recurring advisory services for your individual tax clients
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Get your tax proposals out the door fast and streamline your engagement process
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Upsell to your clients and add proposal options to include a yearly tax planning session.

Our templates. Your proposals in minutes.