Learn the process of Tax Resolution, also called IRS Representation, from expert Eva Rosenberg. This 10-part series is designed to provide a solid foundation for tax practitioners to handle all areas of IRS representation. This course will make it possible for CPA firms, law firms and EA firms to keep the representation in-house, instead of continuing to farm out the lucrative cases to other tax professionals – and potentially lose the client, long-term.
Course Sample Clip
The series will give you the tools to handle all these IRS representation areas, effectively: audit, collections, levy release and appeals. Specific guidance and tips are provided to succeed at audits – or to prevail in appeals; to prepare and present an Offer in Compromise with the lowest legally acceptable balance due; to put collections actions on hold, to get levies released – and how to appeal collections decisions when they are not in your clients’ favor. You will also learn how to fix failed audits and collections cases started by the client – or other tax professionals who couldn’t help your clients..
You will learn about IRS ethical standards, how to avoid conflicts of interest – and, most of all – how to be a hero to your clients!
This series contains:
- Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
- Resolving Collection Issues
- Preparing for an OIC
- Preparing Collections Forms
- 1040 Audit
- After SUCCESSFUL Collections or Audits
- When Collections and Audits Fail -Appeals
- Computing or Recalculating IRS Interest & Penalties (qualifies for 2 hours Ethics)
- Conflicts of Interest
- Circular 230 Issues and Updates (qualifies for 2 hours Ethics)
Any proactive, current or prospective, Circular 230 practitioner who understands that the IRS is ramping up the “close the tax gap”. Tax practitioners who want to prevent the erosion of their client base, as their clients turn to free and cheap tax preparation services online. Tax practitioners who want to protect their clients from IRS’ predatory collections action, develop the skills to prevent and/or resolve IRS collections actions, and want to grow their business into this rapidly expanding market.