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Get access to all Certification Programs only @$199/annually.

Key Highlights

Get Extensive Insights to Master the IRS Representation.

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 number of taxpayers involved in IRS collections has risen exponentially over some time and it is expected to rise. Helping taxpayers represent their case to the IRS requires the tools, knowledge, and the essence of the learnings from the experts. This advanced certification course provides the perfect blend of the required to execute the role efficiently and effectively.

Get Deeper Understanding of:
  • Introduction to the IRS and audit focus areas for small businesses

  • Legal and ethical issues in IRS representation

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

  • Consequences of a defendant in a successful criminal tax prosecution

Recommended For:
  • This certification course is designed to serve the requirements of professionals such as CPAs, EAs, and other Tax Professionals who want to provide a better client representation with the IRS.

  • The certification is also helpful in understanding the processes for the aspiring professionals, professionals starting their careers, and students.

  • It will also provide a lot of information to any other professionals, business owners, consultants, and any one who is interested in exploring the IRS and IRS representation.

Why take the Advanced IRS Representation Certification Course with myCPE?

Resources included
  • Handout PDFs for every Module
  • Glossary/Key Terms for every modul
  • 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

Module

Module Name

Duration

IRS Tax Practice & Procedure Introduction

2 Hours

  • To understand the different IRS statutes of limitation, and apply rules to understand the IRS audit process and collection process. 
  • To determine if the Administrative Procedures Act applies to different IRS conduct.
  • To explore when practitioner penalties could arise.
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

Navigating the IRS: How TAS Can Help You

3 Hours

  • To identify at least 5 major sections of their online platform and the leading services and features offered in each.
  • To define at least 4 criteria the agency uses to determine if a taxpayer is eligible for their assistance.
  • To list at least 10 sets of rights people have in their relationship and dealings with the IRS and use at least 6 process roadmaps that guide how to navigate the IRS tax system.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

Navigating IRS Ethics: A Practitioner's Guide

3 Hours

  • To identify at least 12 key principles of IRS Ethical Conduct, and explore at least six outside activities that are not permitted.
  • To discuss at least 10 types of gifts that are ok to accept, and 12 categories of government that may only be used for authorized purposes. 
  • To summarize at least 2 rules that relate to gambling and the use of controlled substances.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

Professional Responsibility Obligations When Practicing before the IRS: OPR and Circular 230

1 Hour

  • To explore where to look for ethical tax guidance, and determine which parts of Circular 230 apply to your practice. 
  • To discuss how to properly utilize due diligence in tax practice. 
  • To limit your professional liability with the use of ethical procedures.
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

Providing Information to the IRS

5 Hours

  • To 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.
  • To analyze what the IRS will ask in a client interview, how to respond, and how to protect your client from the IRS.
  • To 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

IRS Internet Services: Your Shortcut to Smarter Tax Workflows

3 Hours

  • To 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.
  • To 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. 
  • To 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

  • To 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.
  • To identify at least 5 checklists the IRS uses to review websites, analyze financials, and make collection decisions. 
  • To 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

IRS Statutes of Limitation

2 Hours

  • To determine the SOL for the IRS assessment, and discuss how SOLs can be tolled and extended or shortened.
  • To explore how the IRS collection process can stop with the statute of limitations, and recognize the process to extend statutes of limitation.
  • To determine how to construe the law and exception 6501(C) and analyze implications of false fraudulent return and subsequent real return.
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

IRS Correspondence - Action and Reaction

2 Hours

  • To analyze the IRS abbreviations listed on common Collection Letters.
  • To identify the process of Collection letters and discuss how each Collection Letter fits into the client's case.
  • To determine and follow a set of Collection letters from assessment to Levy or Installment Agreement and Appeals.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Reducing IRS Penalties

2 Hours

  • To discuss negligence & preparer penalties, how they apply, and the risks involved.
  • To analyze how an amended return can help reduce penalties.
  • To inspect whether you should go before appeals and how the appeals process works when challenging a penalty.
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

IRS Voluntary Disclosure Program - How The Accountant Can help!

1 Hour

  • To identify what is the Internal Revenue Service Criminal Investigation Voluntary Disclosure Practice.
  • To learn the update On Voluntary Disclosure Practice, and identify who may disclose.
  • To 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

Use the IRS to get the IRS Out of Your Retirement

1 Hour

  • To gain perspective on the long-term impact of qualified accounts, and understand the overlooked taxation of qualified money at distribution and death.
  • To determine how to help clients minimize alternatives to control the tax impact, and stay updated with recent legislative changes affecting qualified plans. 
  • To understand how to have a more meaningful conversation with your clients about their qualified retirement accounts.
Instructor
Mary Read
Mary Read

Speaker , Eliminate Hidden Fees

Sales, Transfers, & Refis with a Federal Tax Lien

2 Hours

  • To review why and how the IRS will file a Notice of Federal Tax Lien.
  • To recognize the power of the filed (and unfiled) Tax Lien and identify the various procedures available to Subordinate or Discharge a Lien. 
  • To analyze the procedure to have a Lien Withdrawn.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

What is the Correct Streamlined Installment Agreement Payment Amount

2 Hours

  • To discuss the overview of IRS tax installment agreements and analyze how one can repay the debt owed 
  • To review four cases with increasing amounts owed to the IRS for Streamlined Installment Agreement Negotiations.
  • To explain the correct streamlined installment agreement payment amount.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Analysis of IRS Transcripts

1 Hour

  • To review the basic transcripts and analyze the most common Transaction Codes (TC).
  • To explain how to request IRS Transcripts.
  • To discuss various IRS transcripts analytical reports.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Financial Analysis Handbook and Installment Agreements

1.5 Hours

  • To review the techniques IRS Collection employees use to prepare and analyze Collection forms 433-A and 433-F.
  • To know the IRS calculates the taxpayer's ability to make monthly payments to resolve a collections liability.
  • To discuss the IRS National Standards, how to apply them and identify the resolution(s) of several collection cases based on given facts as well as the newly-prepared financials.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Resolving a Business Case with IRS Collections

1 Hour

  • To define compliance requirements for each entity type and explore resolutions available for BMF taxpayers (ACS vs. RO).
  • To differentiate between business expenses the IRS allows arguments in favor of client expenses.
  • To provide advice to business clients to ensure current and future compliance and profitability.
Instructor
Jessie Seaman
Jessie Seaman

Vice President , Community Tax, LLC

How to Handle Top 10 Issues in IRS Small Business Audits

1 Hour

  • To explore the Top 10 IRS audit focus areas for small businesses and common items that should be in an M-1 Account
  • To discuss strategies to find issues in your GL before meeting the auditor and how to manage personal items in GL
  • To discuss various applicable penalties and possible resolutions and how & when to go for an appeal
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

Representation – Protecting and Providing Remedies for Business Clients

2 Hours

  • To define compliance requirements for each entity type and the different resolutions available for BMF taxpayers (ACS vs. RO).
  • To analyze how to use business records to prepare a comprehensive CIS 433-B or 433-A.
  • To differentiate between business expenses the IRS allows and the arguments in favor of client expenses.
Instructor
Jessie Seaman
Jessie Seaman

Vice President , Community Tax, LLC

Collections Case Review

2 Hours

  • To review the initial Rep Client interview.
  • To analyze the various steps of Compliance and Resolution.
  • To discuss actual case studies to enhance the truth of the various situations this can occur when working on these types of cases. 
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Appeals for Collections

2 Hours

  • To explain Collections Appeals.
  • To discuss Collection Due Process (CDP).
  • To differentiate between Collection Appeal Protests (CAP) and Collection Due Process (CDP) appeals.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

Offer in Compromise Strategies

2 Hours

  • To review the most recent IRS positions and policies on a possible Offer in Compromise resolution.
  • To discuss how to interview a potential OIC client, & review and discuss OIC forms 433-A OIC and 656.
  • To analyze the client's overall options, based on the case and the finances. 
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

E-Services for the Modern Representation and Tax Practice

2 Hours

  • To review the various E service products and how to apply E service products in tax practice.
  • To review IRS Transcripts of Account.
  • To identify changes with the creation of the New Tax Pro Account from 2021 to 2022.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

The Lifecycle of a Criminal Tax Investigation

2 Hours

  • To discuss the role of IRS-Criminal Investigation (IRS-CI) in the IRS mission.
  • To know the tools that IRS-CI uses in investigating potential criminal violations.
  • To explain the common criminal statutes used to prosecute criminal tax violations.
Instructor
Robert Nordlander
Robert Nordlander

Owner , Nordlander CPA, PLLC

False Tax Returns: Why CPAs and Their Clients Go to Prison

2 Hours

  • To analyze how preparers of false tax returns are discovered.
  • To inspect the common schemes and defenses used by return preparers in preparing false tax returns and shifting the blame.
  • To identify the steps an investigation takes from its inception to a trial.
Instructor
Robert Nordlander
Robert Nordlander

Owner , Nordlander CPA, PLLC

Tales From The Darkside: IRS Enforcement of Cryptocurrency

2 Hours

  • To discuss an overview of how Bitcoin and cryptocurrencies operate.
  • To analyze how to prepare a proper tax return with cryptocurrency transactions.
  • To identify the tools used by the IRS to identify cryptocurrency transactions for civil and criminal violations.
Instructor
Robert Nordlander
Robert Nordlander

Owner , Nordlander CPA, PLLC

Unveiling the Secret World of IRS Criminal Investigations

3 Hours

  • To identify major strategic priorities of the agency and how they are mutually supportive.
  • To summarize Criminal Investigation priority areas that target legal sources of revenue generation and point out the ones that target illegal income sources.
  • To discuss examples of indicators that may signal you're under the CI investigations.
Instructor
Garrett Wasny
Garrett Wasny

Account Executive , BUSINESS & INT’L TRADE EDITORIAL

Representing Taxpayers Before the IRS: The Starter Guide

2 Hours

  • To discuss how to fill in 2848 and 8821 and inform a client about the various IRS Compliance and Collection resolutions available to them.
  • To review the Assessment Process and notice process.
  • To identify the difference between a Lien and a Levy.
Instructor
Marc Dombrowski
Marc Dombrowski

Owner , Tax Help Associates

IRS Delinquent Return Investigations

1 Hour

  • To explore how the IRS finds delinquent returns, and when it will file an SFR. 
  • to determine statutes of limitation that could apply to delinquent returns, and discuss how to navigate a client through delinquent return proceedings.
  • To inspect when a client should talk with the IRS.
Instructor
Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA) , Nicholas Preusch

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

1 Hour

  • To explore the background of the whistleblower program and recall the process that the IRS uses to review and pursue its claim. 
  • To identify how to submit a good whistleblower claim that satisfies IRS criteria.
  • To discuss an overview of the whistleblower claim process.
Instructor
Robert Brennan
Robert Brennan

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

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

138 Ratings

Excellent

109

Very Good

29

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!

AB

Angelica Bergman, EA, HRCI, Tax Professional

Feb 28th, 2024

A very informative course! Different presenters with a lot of knowledge. I enjoyed learning this subject and thankful it was on my own time.

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. This certification course explains various types of penalties, possible resolutions, and risks involved in the appeals process.  It also touches upon the consequences of a defendant in a successful criminal tax prosecution. The practical tax and ethical aspects covered are the strengths of this course. It provides a very strong understanding of the basics and takes you to the representation practice and its issues. This will help you clear a lot of your understanding of practical as well as theoretical roles.

Helping taxpayers represent their case to the IRS requires the tools, knowledge, and the essence of the learnings from the experts. This advanced certification course provides the perfect blend of the required to execute the role efficiently and effectively. It provides leverage insights from the experts to move a notch ahead in representing your clients to the IRS. Understanding the IRS, its processes, modus operandi, and conditions in which various paths to take with practical real-life cases is very useful. These aspects are not only for professionals, but students, aspiring professionals, and others who are interested in exploring these aspects. The course provides very useful details in practice areas.

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.

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