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CSTC Academy - Filing the Non-Filer
Thursday, July 30, 2020, 8:30 AM - 10:10 PM PDT
Category: CSTC Academy

Thursday, July 30, 2020
8:30 AM to 10:10 AM

Topic: Filing the Non-Filer
Speaker: Veronica Marelli, EA
2 Federal Tax Law Hours
IRS: 18QC1-T-01360-20-O
CTEC: 1000-CE-4754

Course 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.

Knowledge Level: Advanced

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 years 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!


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 Profit organizations. 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.

 


Contact: [email protected] or 949-715-4192