A LEADING FINANCE COMMUNITY
The Executive Touch
Make your representation work and tax plans impeccable—and your clients happy too.
Welcome to the Boardroom
Join a fun and friendly finance pro community that includes access to ongoing expert consultation and training led by Angie Toney.
The Reality
There are over 15 million taxpayers in collections and another 7 million taxpayers out-of-compliance. There are not enough finance professionals to serve all of them. There’s more than enough work for everybody.
The Opportunity
Finance professionals can generate more business and create happy clients by offering representation and strategy work.
The Opportunity
But they shy away from this deeply important and meaningful work. Why? We make up that we don’t know how. We get imposter syndrome. We tell ourselves we don’t know how to sell—so we settle for the feast-or-famine rhythm of high-volume work around tax season.
None of this needs to be true for you.
Calling all Tax professionals that love to serve.
- CPAs
- JD / Attorneys
- Auditors
- Enrolled agents
We need more financial professionals like you to do this high-profile, representation and strategy work. It is fulfilling and profitable for all involved. You support people to de-stress and create a harmonious financial future.
You can learn how to do the work in excellence, step-by-step, in a way where you cut through the noise and circumstance of the client, know the tactics, and get to the solution.
Claim your seat
I’ve supported hundreds of professionals to perform their work in excellence by collaborating on cases and providing training. Now I am offering a unique opportunity to join a professional community of finance pros:
ENTRY LEVEL
$97 / Month
$1,000 One-Pay for year!
- Membership to online portal
- On-demand online learning
- Access to full course catalogue and resources
- Interactive community forum to connect with finance professionals
SENIOR MANAGEMENT
$497 / Month
$5,500 One-Pay for year!
- Membership to online portal
- On-demand online learning
- LIVE office hours with Angie to answer your questions
- Access to full course catalogue and resources
- Interactive community forum to connect with finance professionals
- +Monthly group calls with Angie for expert consultation
C-SUITE
$997 / Month
$10,000 One-Pay for year!
- Membership to online portal
- On-demand online learning
- LIVE office hours with Angie to answer your questions
- Access to full course catalogue and resources
- Interactive community forum to connect with finance professionals
- +Monthly group calls with Angie for expert consultation
- ++10 one-on-one calls with Angie to receive personalized support and training
- +++Ticket to all LIVE events, workshops, and retreats
Want support selecting the best fit for you?
What you can count on receiving to grow your business:
How to diversify your business with high-profile work so you’re not chasing volume
Understand exactly how to add representation and strategy to your practice
The keys & tools to confidence when it comes to talking to the IRS or state
How to build your representation and planning solutions with the end in mind
Representation — receive an efficient & effective roadmap so you can close clients and deliver
Strategy-work — deep dive into process and techniques
How to easily transition your representation work to a tax strategy engagement
How to connect to new prospects and create follow-on sales
Find if you have what it takes to do (and love) this kind of work
About Angie
Angie Toney (CPA/PFS, CTS) – Angie has been on all sides of the finance professional field: a tax strategist, accountant, corporate auditor, etc. Her network extends into former IRS professionals/tax auditors.
With these experiences, she knows first-hand how to move through representation and strategy work from a unique investigatory perspective, while still maintaining heart-felt trust and care for clients. This puts Angie in a position to understand the opportunities and pitfalls when it comes to talking to the IRS and strategizing what a client’s best move is…
FAQ
Name of course: Representation & Strategy for Tax Professionals!
Field of Study: Taxes
Type of Course: Self-Study Online
IRS Course Program Number: EOESH-T-00001-22-O
Total IRS CE Credits: 10
NASBA Number: 149140
Total NASBA Credits: 10
Representation and Strategy Workshop for Tax Professionals is presented. Expand your services and deliver high-profile work, with efficiency, care, and effectiveness, along with executive-level quality deliverables.
- CPAs
- JD / Attorney
- Auditors
- Enrolled agents
- Tax professionals that love to actually serve people.
In order to participate in this intermediate program students must show proof that they are active CPAs, JDs and EAs who have at least one-year related experience in tax preparation. No other advanced preparation is necessary. CPE Standards References: Standard Nos. 2 and 3
Yes! The recommended Credit 10 CEs for enrolled agents and 10 CPEs for CPAs.
CPE Standards Reference: Standard No. 2
Instructional Delivery Method – self-study
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits can be granted based on a 50-minute hour. Note: to receive CPE/CE credits, you must take the whole course and take the 5-question evaluation at the end to receive your certificate.
Total IRS CE Credits: 10
Total NASBA CPE Credits: 10
ANGIE TONEY – Instructor and Course Developer
BIO: Angie Toney, CPA, has been presenting on tax topics since 2014. She mentors other tax professionals in expanding their knowledge of various tax topics. Prior tax workshops have included the following:
- Tax Strategies for Renting vs Selling Your Home
- Extraordinary Tax Strategies for Ordinary Taxpayers
- COVID Crisis Care for Your Cash and Credit
- Show Me the Money: Understanding Taxes
Angie had this learning platform built where practitioners may subscribe to learn how to expand their practice with representation and planning services. She has recently become an authorized CE provider for the IRS and will soon become registered with NASBA to offer CPEs for CPAs.
- Understand how to expand your bookkeeping or tax filing company to include representation and strategy
- Implement concepts learned from other training courses on these topics by closing the gap between theory and practice
- Understand how to analyze a representation case to know what solution would be best with the IRS or state
- Understand how to execute an “offer-in-compromise”
- Understand how to file someone as Current Non Collectible status or enter into an Installment Agreement
- Receive and be able to deploy a clear process template with your clients and move through representation and strategy engagements efficiently.
- How to have a conversation to easily transition your representation work to a tax strategy engagement
- How to connect to new prospects and create follow-on sales
ANGEL FINANCIAL AND NASBA
Angel Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: nasbaregistry.org
Refund Policy, Complaint Resolution, & Cancellation Policy
Tax Disclaimer
The information contained herein is general in nature and based on authorities that are subject to change. These presentations do not, and are not intended to, provide legal, tax or accounting advice specific to anyone, and participants should consult their tax advisors concerning the application of tax laws to their particular situations.
Circular 230 Disclosure
This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.