Tax Resolution Self Paced Training
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:
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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:
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24/7 access to all course materials
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Step-by-step video instruction
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Downloadable templates and forms
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Real-world case examples to build your skills
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Offer in Compromise eBook
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Client Templates
