Filing the Non-Filer
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, November 18, 2020
6:00 PM to 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Description:

Filing the non-filer is a step by step tutorial on how to file tax returns for taxpayers who have not filed for a number of years. We will be discussing the common problems that perpetuate an individual from not filing a tax return, and how to creatively overcome these unique problems.

Learning Objectives:

#1: Identifying common reasons that cause a taxpayer to not file a tax return. We will be using these problems to create repeatable systems to aid in preparing previous year’s tax returns.

#2: In this course, we will discuss how, where, and what tools are available to aid in reconstructing lost tax documents. Some unique and often overlooked sources.

#3: We will be demonstrating the importance of also recreating expenses to offset income for Schedule C taxpayers. Learning where and how to find lost expenses will prove invaluable to your taxpayers, and gain prepares hero status!

Presenter: 

Veronica Marelli, EA

Veronica has a formal education in Accounting, and has been an Enrolled Agent for almost 20 years. She is the owner of Tax Resolution Advocates with offices in Temecula California, SLC Utah, and Southern Idaho. Tax Resolution Advocates is a full service tax firm that specializes in tax problem resolution. She is also a Certified Tax Resolution Specialist. She has recently added Profit First consulting to her firm. She is approximately one of only 140 tax professionals in the US to become a Profit First Professional. Profit First is an organization dedicated to eradicating entrepreneurial poverty. Veronica served as 1st Vice President of the California Society of Tax Consultants at the State level. She also served the local North San Diego Chapter as second Vice President for many years. Both of these positions were as the Education Chair. It was her main responsibility to ensure Tax professionals Statewide were trained and up to date on all new State and federal tax laws and changes to the current tax code. Veronica has a vast amount of experience serving and working on Board of Directors. She has, or is currently serving on five different boards of Not for Pro4torganizations. These organizations have helped our communities by providing shelter for abused women and homeless teenagers, feeding underprivileged children, and the planting of new Christian Churches.

CE Information:

2 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01414-20-O
CTEC: 1000-CE-4821

Knowledge Level: Advanced (More experienced)

Cost:

Member Cost: $10
Non-Member Cost: $40

Click the link below to register. 

Cancellation and Refund Policy for Meeting Purchase:
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.