Tax Debt Academy

 

   PROFESSIONAL TAX RESOLUTION TRAINING   

Become the Trusted Expert for Tax Debt Resolution

 

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WHY TAX RESOLUTION?

Why Professionals Are Adding Tax Resolution Services

 

Tax resolution allows professionals to create additional year-round revenue while helping clients resolve serious IRS tax debt issues.

Year-Round Revenue
Generate recurring revenue beyond tax season.
High Income Services
One tax resolution case can generate thousands in revenue.

Client Retention
Stop referring clients elsewhere when IRS problems arise.
Firm Expansion
Position your firm as a full-service financial solution provider.

Inside Tax Debt Academy, you’ll learn the systems, strategies, and workflows used to confidently handle IRS tax debt cases.

 

WHAT YOU'LL LEARN

A Complete Tax Resolution Training System

Learn the systems, workflows, IRS procedures, and resolution strategies used to confidently handle tax debt cases.

FIRST 4 STEPS TO ONBOARDING CLIENTS

Learn the essential steps to properly assess and onboard new clients.

INTRODUCTION TO TAX RESOLUTION

Understand the fundamentals of the tax resolution industry and IRS procedures.

UNDERSTANDING OFFER IN COMPROMISE

Learn qualification requirements and determine client eligibility.

COMPLETING OFFER IN COMPROMISE — PART 1

Work through Form 433A-OIC and supporting documentation.

COMPLETING OFFER IN COMPROMISE — PART 2

Learn Form 656 preparation and financial analysis strategies.

UNDERSTANDING INSTALLMENT AGREEMENTS

Discover the most important IRS payment plan options.

COMPLETING INSTALLMENT AGREEMENTS

Learn how to complete IRS Form 433A for payment plans.

LEVY WITHDRAWALS & LIEN RELEASES

Understand how to stop enforced IRS collections.

PENALTY ABATEMENTS

Learn First-Time Abatement and Reasonable Cause strategies.

CASE ANALYZATION

Practice reviewing real-world case scenarios.

UNDERSTANDING ERC WITHDRAWAL

Learn ERC withdrawal procedures and strategy considerations.

FINAL OVERVIEW

Complete the training with a full process review and implementation guidance.

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WHAT'S INCLUDED

Professional Resources Designed for Real-World Implementation

 

INCLUDED RESOURCES

âś“ IRS Forms & Templates
âś“ Downloadable Worksheets
âś“ Financial Calculation Sheets
âś“ Client Intake Documents
âś“ Assignments & Exercises
âś“ Case Examples
âś“ OIC Checklists
âś“ 24/7 Course Access
âś“ Step-by-Step Video Instruction

 

WHO THIS TRAINING IS FOR

 Built for Tax Professionals Ready to Expand 

 

Whether you’re just getting started or looking to expand your existing services, this training is designed to help you.

 

✓ Tax Preparers

✓ Enrolled Agents

✓ Bookkeepers & Accountants

✓ Firm Owners

✓ Beginners

 

No Previous Tax Resolution Knowledge, Certifications, or Specialized Experience Required.
Start Your Tax Resolution Journey

Why Professionals Are Enrolling in Tax Debt Academy

Frequently Asked Questions

FREE RESOURCE

Get Instant Access to Our Free Tax Resolution Quick-Start Guide

 

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