[1 hr CPE for CPAs]  [1 hr IRS CE]

What You'll Learn

  • How to avoid nasty surprises in working with non-filers

  • How to know which returns to file and which to NOT file

  • “Power Tips” for working with non-filers that most tax pros don’t know

7+ Million Non-Filers Need Help Now

"Good enough" is not good enough when it comes to serving non-filer tax clients. Mastery makes your life much easier, more profitable, and more fun.

Carlos helps us move towards non-filer mastery with this hard-hitting, fast-paced training.

Several highly valuable tools are included with the course at no extra charge.

1 hour of CE for IRS and CPE for CPAs.

Course Reviews

Carol Tompkins

5 star rating

“Course did a good job providing basics of info needed to work with Non Filers. The book by Carlos provides additional information. ”

“Course did a good job providing basics of info needed to work with Non Filers. The book by Carlos provides additional information. ”

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John Gallen

5 star rating

“Excellent job by Carlos.”

“Excellent job by Carlos.”

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Angela Ledwedge

5 star rating

“Good info provided by Carlos and presented well. Although I am well versed in non-filers already, I received information I wasn't aware of. Thanks Carlos!! ”

“Good info provided by Carlos and presented well. Although I am well versed in non-filers already, I received information I wasn't aware of. Thanks Carlos!! ”

Read Less

After completing this course, you should be able to:

  • Identify the most common mistakes tax professionals make when serving non-filer clients

  • Avoid the most common mistakes tax professionals make when serving non-filer clients

  • Ask non-filer clients the right questions and follow a good process to adequately determine their tax needs

Meet Your Instructor

Carlos is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. Carlos founded Tax Debt Consultants LLC, deciding to use his specialized tax knowledge to become an expert in tax resolution & taxes for the self-employed, entrepreneurs, consultants, and small business owners. As an Enrolled Agent (E.A), his practice focuses on IRS tax problem resolution. He has earned the prestigious Tax Fellow designation and completes dozens of hours of continuing education every year to serve his clients best.

Carlos Samaniego, EA, NTPI® Fellow

Tax Debt Consultants LLC

Course curriculum

  • 01

    Getting Started

    • Before You Start, PLEASE READ THIS!

    • Getting Started Quiz

  • 02

    The Materials

    • Webinar Replay Recording

    • Webinar Presentation Slides (PDF)

    • Glossary

    • Review Questions

    • Exam Questions

  • 03

    Tools & Templates

    • Non-Filer Case Intake Sheet

    • Carlos' Book (PDF Copy)

    • $8,500 Case Study

  • 04

    Final Steps

    • IMPORTANT --> Finalizing Your CE / CPE Credits, Hours Reporting Timeline, Etc.

    • 5 Minute Feedback

Additional course details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program.
  • Recommended CE / CPE Credit: 1 hour.
  • NASBA Field of Study: Taxes.
  • IRS Education Provider Number: MPMDK
  • IRS Course Number: MPMDK-T-00075-20-S
  • Program Knowledge Level: Intermediate.
  • Prerequisites: General knowledge of federal tax law and its practical application.
  • Advance Preparation: Prior completion of at least one basic-level training program for tax professionals, such as the Pronto Tax School Basic Income Tax Course.
  • Refund / Cancellation Policy: full refund available within 14 days of purchase if you are unsatisfied for any reason (except if your course hours have been reported to IRS and/or CTEC, in that case there will be no refund available even if within 14 day period).
  • Complaint Resolution Policy: click here to contact our support team anytime, we resolve any issues amicably and working as a teammate with our valued Members.



Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. 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 website: www.nasbaregistry.org.