Dealing with IRS collections issues used to shrouded in mystery. You now have tools at our disposal to help your clients without having to turn your clients over to a tax resolution firm. 

You can understand how to resolve collection issues with an overview of the benefits of each type of resolution, as well as a detailed guide to which resolutions offer the best outcome for each client.

Designed For:

All active tax practitioners who understand that the IRS uses levies as a way to get the taxpayer’s attention. You don’t need to be an expert at collections representation to do this. 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

  • How to get paid by clients in trouble

  • What Information to Gather and How

  • Understand the Statutes

  • Evaluate your options

  • Determine your strategy

  • Set Plan of Attack

  • Contact IRS & Set the stage

  • Provide documentation

  • Be Prepared to wait & educate your client

  • Re-evaluate & Follow-up

Learning Objectives

  • Identify the methods for resolving collection issues

  • Identify the best way to reduce a client's tax debt

  • Differentiate options to offer a client

  • Recognize what must happen to start the clock on the Statute of Limitations

  • Identify what stops (tolls) the Statute of Limitations

  • Installment agreements that are automatically acceptable

  • Recognize what IRS facts should be collected when dealing with a taxpayer's levy

  • Identify legitimate reasons for requesting audit reconsideration

  • Identify legitimate reasons to abate a penalty

Student Reviews

Jesus Serna

5 star rating

“Material was relevant to my interests in IRS Collections process and what are my clients options and what best to recommend.”

“Material was relevant to my interests in IRS Collections process and what are my clients options and what best to recommend.”

Read Less

Roshonda Franklin

5 star rating

“I learned a lot on how to help my clients with IRS collections problems.”

“I learned a lot on how to help my clients with IRS collections problems.”

Read Less

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

    • Live Q & A Recording (with VIP Guest Carlos Samaniego, EA)

  • 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-00078-20-S
  • Program Knowledge Level: IRS Practice Series: Overview of Collection Issues (or equivalent knowledge)
  • 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.

Also find this course bundled inside the Series

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