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Although the Offer in Compromise form is short and clean, you need to understand the critical information that must accompany the Form 656. There’s an entire world of documentation that must go with one of the versions of Form 433. Understanding how to use the Internal Revenue Manual will help you reduce your client’s offer – legally.

Designed For:

You don’t need to be an expert at collections representation to handle these issues after you’re done with this series of courses. And you won’t need to refer your clients to other tax experts. This course is for 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.

Topics Covered

  • Compliance

  • Which Form?

  • National Standards

  • 433F

  • 433A

  • 433B

  • Gathering Documentation

  • Timing & Strategy

Learning Objectives

  • Recognize how to use Collection Information forms, National Standards, and how to support your claims

  • Differentiate which forms to use to provide client's financial information and status to IRS

  • Understand which documents to include with 433 Forms when submitting to the IRS

  • Learn the best way to reduce a client's Reasonable Collection Potential (RCP)

  • When a taxpayer has limited funds, identify the best use of those funds, when they owe IRS back taxes

  • Recognize which categories of expenses are not covered in the “national standards.”

  • Learn which strategies will force the IRS to stop taking collections actions

  • Describe the best strategy when working an offer case

  • Understand what it means to be in compliance

  • Differentiate the purpose of the various IRS collections-related forms 433

  • Recognize which expenses are covered in the "Housing and Utility Standards"

Student Reviews

Jesus Serna

5 star rating

“Wow, a lot of information to retain but if one is needing to do an OIC and desire add this offer to one's existing business these Webinars are a must. Tax Mama does an excellent job explaining every aspect for a successful OIC acceptable applicat...”

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“Wow, a lot of information to retain but if one is needing to do an OIC and desire add this offer to one's existing business these Webinars are a must. Tax Mama does an excellent job explaining every aspect for a successful OIC acceptable application.”

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Meet Your Instructor

Eva Rosenberg is the Internet’s TaxMama®. She answers tax questions, provides a free daily TaxQuips podcast and weekly Ask TaxMama® ezine, and a wealth of resources to help folks like you deal with your personal and business tax issues at www.TaxMama.com. Eva was a syndicated national columnist, writing a tax column for Dow Jones’ www.MarketWatch.com for nearly 15 years. She is a best-selling, award-winning author of several books, and is widely regarded as one of the best tax teachers the world has ever known.

Eva Rosenberg, EA, MBA


Course curriculum

  • 01

    Getting Started

    • Before You Start, PLEASE READ THIS!

    • Getting Started Quiz

  • 02

    The Materials

    • Glossary

    • Section 1 - Video Training

    • Section 1 - Slides (PDF)

    • Review Questions - Section 1

    • Section 2 - Video Training

    • Section 2 - Slides (PDF)

    • Review Questions - Section 2

    • Exam Questions

  • 03

    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: 2 hours
  • NASBA Field of Study: Taxes (2 hours)
  • IRS Education Provider Number: MPMDK
  • IRS Course Number: MPMDK-T-00082-20-S
  • Program Knowledge Level: Basic
  • Advance Preparation: None
  • NASBA Sponsor: Pronto Tax School, Inc.
  • NASBA Sponsor #143984
  • IRS-Approved Education Provider: Pronto Tax School, Inc.
  • IRS Education Provider Number: MPMDK

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.

Refund / Cancellation Policy: full refund available within 14 days of purchase if you are unsatisfied for any reason (except if course completed more than 75%, 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.

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