This certification dives into the complexities of representing businesses before the IRS. Topics include IRS collections, audits, and appeals, along with state and local (SALT) tax refund strategies. You'll explore tools like transcript analysis, IRS Collection Information Statements, and allowable expense calculations. It also provides a practical foundation in IRS advocacy, teaching you how to apply resolution techniques across various client scenarios. By the end, you'll be prepared to confidently handle high-stakes tax representation cases with insight and precision.
This certification will strengthen your ability to resolve complex tax problems for business clients. You’ll gain hands-on skills to analyze collection procedures, review audits, and respond to appeals with confidence. It equips you to identify allowable expenses, explain financial documentation to clients, and implement tax advocacy strategies that align with IRS expectations. Whether you’re preparing forms, supporting appeals, or analyzing transcripts, this certification helps you step into a more impactful, resolution-driven role in your firm or practice.
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.
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