Master the fundamentals of setting up IRS Installment Agreements with this step-by-step video training designed for beginners. Whether you're new to tax resolution or want to sharpen your skills, this training walks you through the process of negotiating affordable payment plans for clients who owe back taxes.
What You’ll Learn:
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The different types of IRS installment agreements (streamlined, partial pay, and more)
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How to determine which agreement is best for your client
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How to complete and submit IRS Form 9465 and Form 433-A
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Key documentation and financial analysis tips
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Strategies to help clients qualify for lower monthly payments
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A mock case example with real-world application
🎥 Includes lifetime access, so you can watch and rewatch on your own schedule.
Perfect for tax professionals, preparers, and aspiring resolution specialists looking to confidently assist clients with setting up manageable IRS payment plans.