Unlock the skills to confidently handle IRS tax resolution cases from start to finish with our comprehensive Tax Resolution Self-Paced Training Program. Whether you're a tax professional looking to expand your services or a beginner interested in entering the tax resolution industry, this step-by-step course is designed to equip you with practical, real-world knowledge and tools to get results for your clients.
Course Includes 12 In-Depth Modules:
First 4 Steps to Onboarding Clients Learn the essential initial steps to properly assess and onboard new tax resolution clients for success.
Introduction to Tax Resolution Get a foundational understanding of the tax resolution industry, including key terms, concepts, and the role of the IRS.
Understanding Offer in Compromise Explore the eligibility requirements, types of OICs, and how to determine if your client qualifies.
Completing Offer in Compromise – Part 1 Dive into Form 433A-OIC and work on a practice case with the supporting documents required to prepare a strong OIC submission.
Completing Offer in Compromise – Part 2 Learn how to complete Form 656, including in-depth financial analysis and documentation strategies.
Understanding Installment Agreements Discover the most important types of installment agreements, when to use them, and how to identify the best option for your client.
Completing Installment Agreements Get hands-on instruction on preparing and submitting IRS Form 433A for streamlined and regular agreements.
Levy Withdrawals & Lien Releases Learn how to stop enforced collections and how to handle IRS tax levies and liens effectively.
Penalty Abatements Understand how to request penalty relief through First-Time Abatement (FTA), Reasonable Cause, and other options.
Case Analyzation Practice reviewing real-life case scenarios to determine the best resolution strategy for a variety of client situations.
Understanding ERC Withdrawal Gain insights into the Employee Retention Credit (ERC) withdrawal process and how it applies in tax resolution cases.
Final Overview Wrap up your training with a complete review of the tax resolution process and how to move forward with confidence.
What You’ll Get:
24/7 access to all course materials
Step-by-step video instruction
Downloadable templates and forms
120-day access for ongoing reference
Real-world case examples to build your skills
Offer in Compromise eBook
Client Templates
2 months of case assistance with Lashanda Hudson
2 months of advanced tax resolution training