Event Details

Please join us for lunch as we host Melissa Chapman, our Local Taxpayer Advocate with the IRS.

The Taxpayer Advocate Service (TAS) is an independent organization with the IRS whose role is to ensure that every taxpayer is treated fairly. They are instrumental in helping taxpayers and those in the accounting industry with issues they cannot resolve with the IRS.

In addition, this is an actual Problem Solving Event! We will have a Case Advocate on hand with a laptop so bring those 2848s,  and take advantage of their knowledge and resources to help solve your outstanding problems.

We will cover:

• What is the Taxpayer Advocate Service (TAS)?
• What does the TAS do?
• How do you work with them as a member of the accounting community?
• What resources are available?
• What systemic risks do they see facing taxpayers?
• In-depth Q&A

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors

Venue

Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016

Date

Thursday - November 17th, 2022

Time

11:30 a.m. to 1:00 p.m.

Map