The PTA ("Perfect" Tax Associate)Training Program

You wake up and get up when you're ready, go for your morning coffee, and arrive at the office feeling fresh and relaxed. Next, you spend a few minutes reviewing well-organized files prepared by your Administrative Assistant, with your Tax Technician, answering the Tech's questions and giving direction.

After your meeting with your Tax Technician, you proceed to the files for today's appointments. As usual, some appointments are for in-process cases and some are for new prospective clients.  Because the files are orderly and the status of each case is clearly noted by your Tax Technician; your review time is minimal. Needed information is listed along with the Tech's observations. Additionally, your Administrative Assistant has updated and noted the fee status; so you know who to ask for a payment during your meeting. Further; for the prospective clients, the Administrative Assistant has entered the pre-interview notes in the file and created the Tax Tools file.

Sounds Like Heaven Doesn't It? You're not scrambling around trying to remember where you are on each job, you can have a productive client meeting with just a brief review of the file your Tech has kept up to date and organized. The client is impressed with your efficiency and makes a mental note to refer you to his friend who also has a tax problem.  
                                    
After Attending The PTA Program, Your Administrative Assistant /Tax Technician Will:
• Stay on top of the collections,
• Assure fees are collected before work is performed,
• Conduct pre-appointment screening,
• Gather needed data from clients,
• Organize tax problem resolution files in a consistent format,
• Monitor dates or milestones you set up initially,
• Keep your cases moving forward,
• Keep up on client contact,
• Assure that you do not miss critical dates,
• Monitor IRS contacts,
• Free your time for personal activities,
• Avoid malpractice by tracking deadlines,
• Write crystal clear notes to the file detailing progress, and
• Much more…

  Click HERE to find out what past attendees
              
             had to say about this program!  
                

DURATION:   Day 1: 8:30am - 5:00pm     Day 2: 8:00am - 4:30pm
INVESTMENT:   $597
Take $50 OFF If...
You Are An Additional Attendee Or If Someone Is Attending A Boot Camp or Advanced Seminar     

          
         CLICK HERE TO REGISTER!


Read What Nationally Known Presenter, LG Brooks, EA, CTRS, NTPI Fellow Has To Say About This Program...

"Although very familiar with the protocols of taxation and representation, I realized that my staff needed more than my scant directions regarding the administration of a professional tax firm.  My brief, but enlightening discussion, with Ms. Norma Padilla, allowed me to realize that I needed "representation" concerning administrative procedures.  I recently committed a staff member to attend ASTPS's PTA PROGRAM under the direction of Ms. Padilla; I was so pleased with the results, that it is now MY FIRM'S NEW POLICY that any new Case Manager and/or Administrative Assistant hired by this firm be required to attend her program."
- LG Brooks, EA, CTRS, NTPI Fellow - Dallas, TX      

PTA PROGRAM HOTEL INFORMATION

LOCATIONS / DATES:

July 26-27 / NYC, NY
August 12-13 / Denver, CO
August 16-17 / Detroit, MI
September 27-28 / San Antonio, TX
September 30 - October 1 / Phoenix, AZ
October 21-22 / Las Vegas, NV
November 8-9 / Jacksonville, FL
November 8-9 / Chicago, IL

PTA PROGRAM HOTEL INFORMATION

------------------------------------------------------------------------------------------------
NEW YORK CITY, NY - July 26-27
Skyline Hotel

725 Tenth Avenue @ 49th Street, New York, NY 10019 / 212-586-3400 Click HERE For Hotel Website

Recently renovated this hotel is located in the center of the rebirth of the famed Clinton/Hells Kitchen neighborhood of NYC. It features the best view of the NYC Skyline, but just a few blocks away from the Theater district, Times Square, Jacob Javitts Convention Center, Intrepid Museum, and fabulous restaurants and nightclubs. On the penthouse level, guests can enjoy a work out and take a dip in their spacious indoor pool, overlooking the New York City Skyline.
Take advantage of their $10.00 a day valet overnight parking.
We have secured a discounted room rate of ONLY $179/night!  Please mention group code "903119" to receive this great rate

Airport Information:
13 miles from JFK Airport
11 miles from LGA
16 miles from Newark Airport

------------------------------------------------------------------------------------------------DENVER, CO - August 12-13
Embassy Suites Denver - Aurora

4444 North Havana Street, Denver, CO 80239 / 303-375-0400 Click HERE For Hotel Website

This hotel features a seven-story garden atrium and patio with outstanding accommodations and service. Located only minutes from Downtown Denver, this hotel is rated in the top 25 of all Embassy Suites Hotels and is committed to outstanding guest service, customer loyalty and guest satisfaction. All guests receive a cooked to order breakfast and daily manager's reception with complimentary beverages and light snacks (Perfect For Networking!). We have secured a discounted room rate of ONLY $119/night!  Please mention you are with "ASTPS" to receive this great rate. Hotel Offers Complimentary Shuttle To/From Airport.

Airport Information:
9.5 miles from Denver Intl. Airport
Directions: PENA BLVD SOUTH TO I-70 WEST TO HAVANA (EXIT 280) LOCATED ON NE CORNER
------------------------------------------------------------------------------------------------PHOENIX, AZ - September 30 - October 1 
Embassy Suites Phoenix-Tempe  

4400 South Rural Road, Tempe, AZ 85282 / 480-897-7444 Click HERE For Hotel Website

This newly renovated hotel is just a short distance from the best shopping, restaurants, local attractions, and many of the finest golf courses that the Phoenix East Valley, Arizona has to offer. Other points of interest and convenience include: Arizona Mills Mall, Old Town Tempe, Mill Avenue, Casino Arizona, Gila River Casino, Phoenix Zoo, and Old Town Scottsdale. All guests receive a cooked to order breakfast and daily manager's reception with complimentary beverages and light snacks (Perfect For Networking!). We have secured a discounted room rate of ONLY $99/night!  Please mention you are with "ASTPS" to receive this great rate. Hotel Offers Complimentary Shuttle To/From Airport.

Airport Information:
6 miles from Sky Harbor Intl. Airport
Directions: Exit Airport Eastbound / to 143 South / to I-10 East. I-10 east 2 miles to U.S. 60 East. Take second exit from US 60(Rural Road), hotel is on on immediate right.
------------------------------------------------------------------------------------------------
JACKSONVILLE, FL - November 8-9 
Hampton Inn & Suites Jacksonville Airport  

13551 Airport Court, Jacksonville, FL 32218 / 904-741-4001 Click HERE For Hotel Website

You'll discover vast areas of unspoiled natural wilderness when you visit this comfortable hotel in. Whether you're experiencing the tranquility of an oak forest or collecting seashells on one of the beautiful beaches, you're sure to find something for everyone to enjoy. In fact, you'll have the best of both worlds: small town Southern hospitality coupled with the excitement of a thriving metropolis.  Not only is the hotel conveniently located just a quarter mile east of the Jacksonville International Airport, it's only within half a mile of Market City where you'll find great dining, shopping and entertainment. Whether you enjoy sunning on the beach or discovering posh boutiques, you'll find it all just minutes from this hotel.
We have secured a discounted room rate of ONLY $94/night!  Please mention you are with "ASTPS" to receive this great rate. Hotel Offers Complimentary Shuttle To/From Airport.

Airport Information:
.25 miles from Jacksonville Intl. Airport
Directions: Proceed on Airport Road. Hotel will be located on the right.
------------------------------------------------------------------------------------------------

CUSTOM CONSULTING:
If you have an extensive amount of staff members you want to send to this program which may be too costly, or the dates and location of this program do not suit you, click HERE to find out how we can bring the "Perfect Administrative Assistant" Training Program to your office!

INSTRUCTOR:
NORMA PADILLA, LEGAL ASSISTANT, TAX PROBLEM RESOLUTION REPRESENTATION CONSULTANT

Norma Padilla, President and CEO of Consulting & Training Solutions, Inc., has been managing, training, organizing, equipping and motivating individuals in personal and professional growth for twenty years. She entered the legal field in 1995, concentrating solely on solving IRS-related tax problems since 2002.  As the Tax Problem Resolution Manager of a Florida law firm, Norma is responsible for managing the day-to-day growth of this division, working daily with clients, analyzing and preparing cases for remedy and assisting in communicating with the clients and the IRS.

As a consultant, Norma’s business clients include CPAs, EAs and attorneys across the US, performing per diem services such as ordering and studying transcripts, analyzing cases, completing documents and forms for filing for remedy and determining appropriate remedies based on individual client circumstances.

As a sought-after professional and motivational speaker, Ms. Padilla often presents her two-day, sixteen-hour CPE course on this topic.  The course is delightfully heavy on the organizational building blocks of IRS representation at all administrative levels.  An attendee will not only know the IRS letter codes, how to respond to IRS liens/levies while preparing tax returns for resolution, but will also envision the potential of remedy or closing the taxpayer file within eight weeks!

Norma also does On-Site Consulting for Legal, CPA, and EA firms all over the United States, specializing in Training In-House staff including Practitioners, Paraprofessionals, Legal Assistants and Support Staff to organize and equip the staff of the Tax Problem Resolution Divisions of firms with efficiency, effectiveness, professionalism, and productive business practice to increase their Firm’s bottom line profit.

Norma's specialty has become identifying the goal and organizing and motivating individuals to best accomplish the identified goal.  She has used this ability to organize groups from 2-100 to see and be motivated to accomplish large projects.  Her innate organizational skills, people skills, public relations, motivation of others, public speaking and precise communication skills make her a positive asset to whatever project she undertakes.

Click HERE For The ASTPS Seminar Cancellation Policy

The American Society of Tax Problem Solvers 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 addressed to the National Registry of CPE Sponsors,
150 Fourth Avenue North, Nashville, TN, 37219-2417.  Web site: www.nasba.org
 

The American Society of Tax Problem Solvers reserves the right without prejudice or liability, to postpone, re-schedule, re-locate or cancel any seminar that fails to reach minimum registration levels determined by the directors of ASTPS.