myCPE
myCPE

All Courses, One Price. Unlimited Access and Many Benefits.

Subscribe $199

April Accelerate Sale 2024 : 67% Savings on Subscription. Offer Ends Soon! April Accelerate Sale 2024 :
67% Savings on Subscription. Offer Ends Soon!
00hrs : 00min : 00sec

View Offer

Access all certification programs and courses with our subscription.

Key Highlights

Transform your Tax Practice with Advanced IRS insights.

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

What You’ll learn

The Need for IRS Representation is Dramatic and Growing. As a tax advisor, you’re perfectly positioned to represent clients before the IRS. All you need are the knowledge and tools to do it efficiently, successfully, and confidently. This advanced IRS Representation Course equips tax professionals with essential skills and knowledge to navigate IRS procedures effectively. Covering topics like IRS Tax Practice & Procedure and Representing Taxpayers Before the IRS, the course delves into handling small business audits, IRS Voluntary Disclosure Programs, and leveraging whistleblower claims.  This course ensures participants are well-prepared to represent clients efficiently and ethically in various tax-related matters.

Get Deeper Understanding of:
  • IRS procedures and practices for tax representation.

  • Effective negotiation and resolution strategies with IRS officials.

  • Legal and ethical issues in IRS representation.

  • Various types of penalties, possible resolutions, and risks involved in the appeals process.

Recommended For:
  • CPAs, EAs, CRTPs, and Other Tax Professionals striving to stay up-to-date with the latest IRS procedures will find this course invaluable for maintaining their expertise and providing informed guidance to their clients.

  • Professionals can improve their skills in handling IRS procedures, negotiating with IRS officials, and successfully solving tax-related problems with the assistance of this course.

  • For those individuals who are well-versed in IRS procedures, this course offers advanced insight enhancing their ability to provide comprehensive representation to clients.

Why take an Advanced IRS Representation Certificate Course with myCPE?

Resources included
  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.
Career Opportunities
  • Tax Manager
  • Tax Analyst
  • Tax Specialist
  • Tax Associate
  • Tax Consultant
  • Tax Professional
Value Addition to your skills
  • Analytical skills
  • Attention to detail
  • Critical thinking skills
  • Problem-solving skills
  • Strategic Communication skills
  • Interpersonal skills

Modules

Module Name

Duration

Representing Taxpayers Before the IRS: The Starter Guide

2 Hours

  • Discuss How To Fill In 2848 And 8821 And Inform A Client About The Various IRS Compliance And Collection Resolutions Available To Them.
  • Review The Assessment Process And Notice Process.
  • Identify The Difference Between A Lien And A Levy.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

IRS Voluntary Disclosure Program - How The Accountant Can help!

1 Hour

  • Identify What Is The Internal Revenue Service Criminal Investigation Voluntary Disclosure Practice.
  • Learn The Update On Voluntary Disclosure Practice, And Identify Who May Disclose.
  • Recognize How The Accountant Can Provide Expertise To A Voluntary Disclosure Situation.
Instructor
Robert Brennan
Robert Brennan

Certified Public Accountant (CPA) , Robert P Brennan CPA, LLC

How an Accountant can add a Revenue Stream - IRS Whistleblower Claims

1 Hour

  • Analyze about the background of the whistleblower program.
  • Recall the process by which the IRS reviews and pursues whistleblower claims.
  • Identify how to submit a good whistleblower claim that satisfies IRS criteria.
Instructor
Robert Brennan
Robert Brennan

Certified Public Accountant (CPA) , Robert P Brennan CPA, LLC

Analysis of IRS Transcripts

1 Hour

  • Review The Basic Transcripts And Analyze The Most Common Transaction Codes (TC).
  • Explain How To Request IRS Transcripts.
  • Discuss Various IRS Transcripts Analytical Reports.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

IRS Internet Services: Your Shortcut to Smarter Tax Workflows

3 Hours

  • Define At Least 12 Sections Of The IRS Online Platform Including Information And Guidance; And Identify At Least 3 Categories Of IRS Publications And Documents.
  • Recognize At Least 5 Online Calculators That Provide Answers To Tax Questions; And Utilize At Least 12 Tax Centers That Aggregate Tax Information On Specific Industries And Professions.
  • Use At Least 5 Multi-Media Portals That Provide Information In Video, Audio, And Webinar Formats.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

Cracking the Code: Exploring the IRS Internal Revenue Manual

3 Hours

  • Define At Least 25 Sections Of The IRS Manual With Information And Guidance And Explain At Least 10 Ways The Manual Can Assist Tax Advisors.
  • Identify At Least 5 Checklists The IRS Uses To Review Websites, Analyze Financials, And Make Collection Decisions.
  • Utilize 2 Checklists To Guide Fraud And Money Laundering Inquiries, And Use At Least 10 Audit Technique Guides (ATGs) That Provide Insight Into Issues And Accounting Methods Unique To Specific Industries.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

Top 10 Things All CPAs Need to Know About IRS Representation

1 Hour

  • Identify important differences between the statute of limitations for collections vs. audit.
  • Recognize what tolls statutes and what doesn’t.
  • Recall how to coach clients to avoid FUTURE tax problems with monthly estimated tax payments.
Instructor
Larry Heinkel
Larry Heinkel

Tax & Bankruptcy Attorney , Tax Problem Solver

Navigating the IRS: How TAS Can Help You

3 Hours

  • Identify at least 5 major sections of their online platform and the leading services and features offered in each.
  • Define at least 4 criteria the agency uses to determine if a taxpayer is eligible for their assistance.
  • Point out at least 5 criteria the agency uses to decide if a taxpayer is NOT eligible for their help.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

Providing Information to the IRS

5 Hours

  • Discuss Information Document Requests And Collection Requests And How To Respond To Them And Identify Legal & Ethical Issues Involved With Providing Documents To The IRS.
  • Analyze What The IRS Will Ask In A Client Interview, How To Respond, And How To Protect Your Client From The IRS.
  • Inspect When The IRS Can Summon Information And Explore The IRS Delinquent Return Procedures For Providing Delinquent Returns.
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

Sales, Transfers, & Refis with a Federal Tax Lien

2 Hours

  • Review Why And How The IRS Will File A Notice Of Federal Tax Lien.
  • Recognize The Power Of The Filed (And Unfiled) Tax Lien And Identify The Various Procedures Available To Subordinate Or Discharge A Lien.
  • Analyze The Procedure To Have A Lien Withdrawn.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Resolving a Business Case with IRS Collections

1 Hour

  • Define Compliance Requirements For Each Entity Type And Explore Resolutions Available For BMF Taxpayers (ACS Vs. RO).
  • Differentiate Between Business Expenses The IRS Allows Arguments In Favor Of Client Expenses.
  • Provide Advice To Business Clients To Ensure Current And Future Compliance And Profitability.
Instructor
Jessie Seaman
Jessie Seaman

Vice President (VP) , Community Tax, LLC

Representation – Protecting and Providing Remedies for Business Clients

2 Hours

  • Define Compliance Requirements For Each Entity Type And The Different Resolutions Available For BMF Taxpayers (ACS Vs. RO).
  • Analyze How To Use Business Records To Prepare A Comprehensive CIS 433-B Or 433-A.
  • Differentiate Between Business Expenses The IRS Allows And The Arguments In Favor Of Client Expenses.
Instructor
Jessie Seaman
Jessie Seaman

Vice President (VP) , Community Tax, LLC

Appeals for Collections

2 Hours

  • Explain Collections Appeals.
  • Discuss Collection Due Process (CDP).
  • Differentiate Between Collection Appeal Protests (CAP) And Collection Due Process (CDP) Appeals.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

E-Services for the Modern Representation and Tax Practice

2 Hours

  • Review The Various E Service Products And How To Apply E Service Products In Tax Practice.
  • Review IRS Transcripts Of Account.
  • Identify Changes With The Creation Of The New Tax Pro Account From 2023 To 2024.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Installment Agreements, Offers, and Collections

1 Hour

  • Discuss the fundamentals of tax collections, including statutes, levies, and liens.
  • Explore various payment alternatives and their implications for taxpayers.
  • Analyze the intricacies of Installment Agreements and their implementation.
Instructor
AJ Reynolds
AJ Reynolds

President , ABC Bookkeeping & Tax Service, Inc.

How to Handle an IRS 4180 Interview

2 Hours

  • Explain the proper defenses and real-life procedure of a Trust Fund Recovery Penalty Interview, conducted by the IRS.
  • Discuss why IRS needs to document that they have followed procedures to determine all of the responsible Principals of a business entity that has failed to pay employment taxes.
  • Review the before, during, and after phases of the TFRP Interview Meeting.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

The Practical Side of a CDP Hearing

2 Hours

  • Explain the actual process and procedure behind the CDP Process.
  • Analyze what appeals want and when.
  • Review what will be and what will not be discussed at the Hearing.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Unlocking Resolution Success: Strategies for Effective Negotiation with Revenue Officers

2 Hours

  • Discuss the key strategies for effective negotiation with a Revenue Officer in representation cases.
  • Identify the appropriate steps and considerations when setting up payment plans as a resolution with a Revenue Officer.
  • Explain techniques to address and resolve disagreements with a Revenue Officer during the negotiation process.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Anatomy of a Civil Tax Controversy

2 Hours

  • Gain a deep understanding of the audit process, from initiation to conclusion.
  • Identify the red flags and challenges associated with eggshell audits.
  • Discuss the importance of attorney-client privilege in tax cases.
Instructor
Michael DeBlis
Michael DeBlis

Partner , DeBlis Law

IRS Collection Due Process Procedures

2 Hours

  • Explain the concept of due process in the context of IRS proceedings, understanding its role in safeguarding and enforcing private rights.
  • Explore the sequence of notifications and communications outlined within the tax code and IRS letters, gaining a comprehensive understanding of the procedural steps involved in IRS due process.
  • Analyze the specific procedural rights bestowed upon taxpayers before the initiation of IRS actions, empowering participants to navigate the intricate landscape of tax proceedings with confidence and informed decision-making.
Instructor
Michael DeBlis
Michael DeBlis

Partner , DeBlis Law

IRS Streamlined Procedures & The Non-Willful Certification

2 Hours

  • Evolution and rationale behind IRS streamlined filing procedures.
  • Exploring FBAR significance in international reporting.
  • Analyzing alterations to IRS streamlined procedures.
Instructor
Michael DeBlis
Michael DeBlis

Partner , DeBlis Law

Stay Ahead of the Game: Exploring the Updated IRS Collection Financial Standards

2 Hours

  • Unveil online resources for IRS Collection Financial Standards.
  • Decode IRS changes in Collection Financial Standards.
  • Apply monthly standards for favorable collection resolutions.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

The Fifth Amendment’s Essential Role in Offshore Audits

2.5 Hours

  • Analyze tension in offshore audits, addressing incomplete foreign data.
  • Explore Fifth Amendment privilege's multifaceted application, including recent limitations.
  • Review legal complexities of document production, citing recent court decisions.
Instructor
Michael DeBlis
Michael DeBlis

Partner , DeBlis Law

Overcoming Revenue Officer/Agent Bad Actions

2 Hours

  • Explain consequences of refusing to meet without representation.
  • Identify appropriate parties to report overreaching.
  • Analyze using appeal rights for IRS Settlement Officer intervention.
Instructor
Jessie Seaman
Jessie Seaman

Vice President (VP) , Community Tax, LLC

IRS Correspondence - Action and Reaction

2 Hours

  • Analyze IRS abbreviations in Collection Letters.
  • Identify Collection letter process.
  • Discuss how each letter fits into client's case.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

What is the Correct Streamlined Installment Agreement Payment Amount

2 Hours

  • Review four cases for Streamlined Installment Agreement Negotiations.
  • Analyze debt repayment methods.
  • Explain correct streamlined installment agreement payment amount.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Financial Analysis Handbook and Installment Agreements

1.5 Hours

  • Review IRS Collection employees' techniques for Form 433-A and 433-F.
  • Analyze IRS calculation of monthly payment ability.
  • Discuss IRS National Standards and application.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Collections Case Review

2 Hours

  • Review initial Rep Client interview.
  • Analyze Compliance and Resolution steps.
  • Discuss case studies to enhance understanding.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

From Denials to Appeals: Real-Life Insights into Penalty Abatement Tactics

2.5 Hours

  • Discuss differences between First Time Abatement (FTA) and Penalty Abatement.
  • Analyze sample penalty abatement submission letters.
  • Review actual IRS response letters to abatement requests.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

How the IRS Reconstructs Income in Tax Fraud Cases

2 Hours

  • Discuss federal tax evasion statute.
  • Explore IRS methods for income reconstruction.
  • Gain insights into FBAR rule and implications.
Instructor
Michael DeBlis
Michael DeBlis

Partner , DeBlis Law

A Look at Common IRS Rep Situations and How We Deal With Them

2 Hours

  • Explain essential traits and skills for IRS representation.
  • Analyze conducting thorough initial client interviews.
  • Gain insights into common challenges in IRS representation.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Perspectives on SALT Audits and Appeals

1 Hour

  • Analyze basics of managing state tax audit.
  • Review pre-plan, actual audit, and post-audit processes.
  • Discuss steps to offset liability findings.
Instructor
Brian Browdy
Brian Browdy

Counsel , Ryan Law

Managing IRS Trust Fund Recovery Penalties

1 Hour

  • Identify defense strategies for TFRP cases.
  • Recall taxpayer rights in collection or appeals.
  • Discover strategies to resolve employment tax issues.
Instructor
Larry Heinkel
Larry Heinkel

Tax & Bankruptcy Attorney , Tax Problem Solver

Advance IRS Learning: Multiyear Non-filing, Criminal Investigation, Voluntary Disclosure, Whistleblower Claims Etc.

4 Hours

  • Recall the process for bringing non-filers back into the tax season
  • The process of income estimation if income related information cannot be produced by the client.
  • Identfy the various answer of the questions from Internal Revenue Criminal Investigators during the Interview of you and your knowledge of the client’s return preparation.
Instructor
Robert Brennan
Robert Brennan

Certified Public Accountant (CPA) , Robert P Brennan CPA, LLC

Offer in Compromise Strategies: 2024

2 Hours

  • Identify essential documentation for accurate Offer in Compromise submissions.
  • Analyze case studies to understand different strategies for tax resolution.
  • Evaluate the impact of personal circumstances on OIC eligibility outcomes.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

How to Handle Top 10 Issues in IRS Small Business Audits

2 Hours

  • Understand the IRS audit process and its critical steps.
  • Analyze balance sheet accuracy to prevent audit complications.
  • Identify and address common red flags in small business audits.
  • Implement strategies to avoid penalties during IRS small business audits.
  • Prepare accurate records to ensure a successful audit outcome.
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

IRS Delinquent Return Investigations

1 Hour

  • Identify IRS delinquent return triggers and their impact on compliance.
  • Analyze the IRS Return Delinquency Program's role in tax investigations.
  • Navigate IRS collection processes for resolving delinquent return cases.
  • Evaluate exceptional cases and their implications in delinquent return investigations.
  • Develop strategies for effectively preparing and filing delinquent returns.
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

Reducing IRS Penalties

2 Hours

  • Identify negligence penalties and their application.
  • Assess whether preparer penalties apply and the associated risks.
  • Analyze how to utilize amended returns to reduce penalty impact effectively.
  • Discuss the appeals process to challenge penalties with confidence.
  • Implement strategies to minimize penalty risk for clients.
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

Ethics IRS Circular 230 - Controversy Side of Circular 230

1 Hour

  • To identify the General Obligations of Representatives.
  • To recognize who is a prepare for the prepare penalty rules and what penalties may apply to tax return prepares
  • To identify the requirements of Circular 230 and what is a covered opinion
  • To recall the intersection of state professional conduct rules and IRS Office of Professional Responsibility rules
Instructor
Larry Heinkel
Larry Heinkel

Tax & Bankruptcy Attorney , Tax Problem Solver

Instructors

Testimonials

Disclaimer

Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.

Ratings and Review

4.8

681 Ratings

Excellent

541

Very Good

140

Average

0

Poor

0

Terrible

0

KL

Katherine Lewis, CPA (US)

Feb 28th, 2024

The Instructors were all professional & knowledgeable. ALL topics were pertinent & well-presented. I thoroughly enjoyed the experience in taking this well-written & executed course!

KL

Katherine Lewis, CPA (US)

Jan 5th, 2024

The Instructors were all professional & knowledgeable. ALL topics were pertinent & well-presented. I thoroughly enjoyed the experience in taking this well-written & executed course!

KL

Katherine Lewis, CPA (US)

Nov 15th, 2023

The Instructors were all professional & knowledgeable. ALL topics were pertinent & well-presented. I thoroughly enjoyed the experience in taking this well-written & executed course!

KL

Katherine Lewis, CPA (US)

Sep 21st, 2023

The Instructors were all professional & knowledgeable. ALL topics were pertinent & well-presented. I thoroughly enjoyed the experience in taking this well-written & executed course!

KL

Katherine Lewis, CPA (US)

Jul 22nd, 2023

The Instructors were all professional & knowledgeable. ALL topics were pertinent & well-presented. I thoroughly enjoyed the experience in taking this well-written & executed course!

Frequently Asked Questions

This advanced certificate course will give you the tools to handle IRS issues through representation. It includes a detailed discussion of Legal and ethical issues in IRS representation. It also touches upon the consequences of a defendant in a successful criminal tax prosecution. Participants will gain insights into handling IRS correspondence, managing collections, mitigating penalties, and navigating complex situations such as trust fund recovery penalties and criminal investigations. Through practical guidance and real-life case insights, this course empowers professionals to successfully address various IRS audit scenarios and achieve resolution outcomes beneficial to their clients.

This advanced IRS Representation Certificate Course offers a vital toolkit for those advocating for taxpayers before the IRS. It combines essential knowledge and practical skills necessary for effective representation, drawing from expert insights to elevate your ability to navigate complex tax scenarios with confidence. By equipping you with the tools and expertise needed to excel in this role, the course empowers you to provide clients with strategic advocacy and achieve favorable outcomes in dealings with the IRS.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.