Testimonials

“Just wanted to take a moment and thank you for the insightful comments on my question about my client’s field audit.  As I begin doing more of this type of work, I find your presentations very helpful in shaping discussions with my client and the IRS. Again, may thanks. ”

– Bonnie Simmons

“This was a great presentation. While I am basically familiar with and have helped my boss set up OIC and Installment agreements, this webinar clarified numerous details and deepened my understanding of the processes as a whole. I spent most of the afternoon taking advantage of the free opportunity to read many of your other resources . They are written in layman’s terms, on point without unnecessary wording. I think everyone who prepares tax returns – whether they offer tax resolution services or not – should watch this webinar. And it wouldn’t hurt most of us to watch it once every year as a refresher. It would greatly expand preparers’ knowledge base which in turn makes them more valuable to clients and provides better customer service. Thank you again.”

– Maggie C.

“I just finished the webinar (July 17th, 2015) and it was outstanding! Great to know I have you guys as a resource now. If you do not offer this course through AICPA and state CPA society CPE programs you may want to consider that (in addition to your own program). I could see this being a very much in-demand annual seminar across the country for CPA’s. I plan to check out your website in the next 10 days. Thanks”

– John E. Guess, Guess CPA, P.C.

“This is an excellent way to enhance your technical knowledge and well worth your valuable time. It was obvious that the presenter had a solid understanding of the materials obtained from many years of first hand experience. The fact that Enrolled Agents are eligible to receive CPE for attending as well as CPAs is icing on the cake! Thank you for a very worthwhile hour and a half.”

– Harry Eng, EA NTPI Fellow

“Great course, excellent presenter.  I gained useful & practical procedural info.  The course will help me with my practice. I will use the presenter as a resource for future Client cases.”

– Ira Alchek

“Excellent presenter. Good materials. Good ideas for expanding, although a lot more time would be needed to become expert at it. Great information.”

– Virginia La Rosa

“Peter is awesome! He is engaging and has great stories to share and apply to the topics being discussed. Can’t wait for the launch of the November Advanced class.”

– Mariette B.

“Peter, is a wealth of knowledge and presents the materials in an understandable manner, with great professionalism. The webinar was an enjoyable learning experience. The bonus materials offered are excellent and very much appreciated.”

– Robert Mooney Jr.

“Wow!!! This was a great presentation. I have been studying up on the subject of tax resolution, and there’s a lot to study up on. This one and a half hour presentation upped my confidence level from about a 50 to about a 95 that I can really take on these types of cases. Thank you!!!”

– Robert Craig, Owner, Robert W. Craig, EA Tax Services

“One of the top 5 classes at CPA Academy – Peter was a fantastic presenter – although a lot of information – he was concise, clear and had nice illustrations or anecdotes to emphasize certain points. Thanks much.”

– Catherine Thomas

“Tax resolution institute knows it job really well. Peter and Matt will help you with all you need with providing support during the whole process. I definitely recommend them.”

– Melika S.

“Good Afternoon Mr. Stephan,I truly enjoyed your presentation on Wednesday September 15, 2010 for Our Company.  Your energetic, enthusiastic, upbeat and positive approach to such serious matters is REFRESHING!!!!!I hope this Friday afternoon email finds you doing well and being BLESSED!”

– Edwina R.

“I feel very fortunate that I found TRI. I kept getting emails from TRI and finally got a chance to see that I would love to learn from TRI. Thank you for offering knowledge online! Thank you again for all you do. I am new in income tax industry and have just very little clients yet and was looking for a network of professionals and the source of gaining knowledge. Found TRI as a treasure.”

– Angie N. 

“I would like to thank and congratulate Peter for such a wonderful job .It is rarely that I can understand and follow a presentation so fully. Everything he said was so concise and clear and I ‘practically hung from his lips’ (as they say in my homeland). Wonderful seminar and such a lot learnt!!!”

– Ellen Bird