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Key Highlights

Learn key aspects of Tax 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

Tax resolution is one of the essential services that a tax professional should consider mastering. A skilled tax representative can build a successful practice by helping various aspects of taxation. Master tax audits, deferred tax, payroll tax, and tax benefits with key tools to handle IRS representation areas effectively.

Get Deeper Understanding of:
  • Handle all areas of IRS representations

  • Methods of reducing penalties and interest on assessed tax balances

  • Managing an appeal when collections and audits fails

  • Getting a quick refund when you have a net operating loss

  • Third-party sources the IRS might use to initiate an audit

Recommended For:
  • All tax professionals, licensed and unlicensed, who would like to build practice and handle all areas of IRS representation

  • Professional Staff or Managers of CPA firms, law firms and EA firms who are starting or have less than 5 years experience in Tax Resolution or Representation.

  • Firm leaders who want to build tax resolution practice.

Why become a certified Financial Data Analytics Professional with myCPE ?

Resources included
  • Handout for each course
  • Glossary/Key Terms
  • Q&A directly with instructors
Career Opportunities
  • Tax Auditor
  • Tax and Financial Advisor
  • Tax Attorney
  • Tax Manager/Consultant
  • Tax Specialist
  • Tax Analyst
  • Tax Associate
Value Addition to your skills
  • Attention to detail
  • Oral and written communication skills
  • Analytical Skills
  • Critical thinking

Module

Module Name

Duration

IRS Representation Series - Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts

2 Hours

  • To explore basics of levy process and the procedure for getting a levy released
  • To recognize what must be signed, prior to calling the IRS for your client
  • To recognize reasons for requesting a Collection Due Process Hearing
Instructor
Lambers, Inc.

Lambers, Inc.

IRS Representation Series - Getting Organized to Resolve Collection Issues

2 Hours

  • To explore how to expand practice base to include representation
  • To identify the best way to reduce a client's tax debt
  • To identify legitimate reasons to abate a penalty
Instructor
Lambers, Inc.

Lambers, Inc.

IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise

2 Hours

  • To explore using Collection Information forms, National Standards, and to support your claims
  • To differentiate the strategis won’t help to stop IRS from taking aggressive action
  • To recognize how a client should use the money first when they owe IRS back taxes
Instructor
Lambers, Inc.

Lambers, Inc.

IRS Representation Series - Doing Offer-in-Compromise - How to Complete the Form 656 Application

3 Hours

  • To identify functions of an IRS field team visiting employers who are delinquent on their payroll tax payments
  • To recognize what level of tax liability will a taxpayer's file be turned over to Revenue Officers (ROs) in the field
  • To recognize how to prepare the OIC and present the offer
Instructor
Lambers, Inc.

Lambers, Inc.

IRS Representation Series - Winning the 1040 Audit

3 Hours

  • To identify how to find deductions, credits, or adjustments that were missed on the original tax return
  • To describe what the taxpayer doesn't need to do under the Office in Home Simplified Method
  • To recognize third-party sources the IRS might use to initiate an audit
Instructor
Lambers, Inc.

Lambers, Inc.

IRS Representation Series - Steps to Take After Successful Collections or Audits

2 Hours

  • To apply a list of steps to take after an audit has been successfully resolved
  • To recognize the worst result in an audit
  • To identify the form to use for getting a quick refund when you have a net operating loss
Instructor
Lambers, Inc.

Lambers, Inc.

IRS Representation Series - When Collections and Audits Fail

2 Hours

  • To identify tools to get past IRS rejections of Offers in Compromise, Installment Agreements, levy releases
  • To differentiate the three types of Offer in Compromise
  • To recognize the Tax Court rights of Enrolled Agents and CPAs
Instructor
Lambers, Inc.

Lambers, Inc.

IRS Representation Series - Reducing IRS Assessments for Interest & Penalties

2 Hours

  • To recognize and implement methods for reducing penalties and interest on assessed tax balances
  • To recognize what you should try and get for your clients, before paying penalties and the related interest
  • To identify what can result in tax penalty abatement most of the time
Instructor
Lambers, Inc.

Lambers, Inc.

IRS Representation Series - Conflicts of Interest

2 Hours

  • To recognize the nature and extent of the conflict and to either extricate yourself from the situation
  • To identify when potential conflicts of interests do not require consent forms and disclosures
  • To identify what Circular 230 says about Conflicts of Interest
Instructor
Lambers, Inc.

Lambers, Inc.

IRS Representation Series - Circular 230 Ethics and Updates

2 Hours

  • To identify IRS representation, client conflicts, advertising limitations, and privacy issues
  • To identify who may represent an individual or entity before personnel of the IRS
  • To describe when a taxpayer living outside the United States needs representation
Instructor
Lambers, Inc.

Lambers, Inc.

Instructors

Testimonials

Frequently Asked Questions

The certificate course will give you the tools to handle all these IRS representation areas, effectively: audit, collections, levy release and appeals. Specific directions and tips are provided to succeed at audits or to prevail in appeals, to prepare and present an Offer in Compromise with the lowest legally acceptable balance due, to put collections actions on hold, to get levies released and how to appeal collections decisions when they are not in your clients’ favor. You will also learn how to fix failed audits and collections cases started by the client – or other tax professionals who couldn’t help your clients.

By accomplishing this certificate course, you will be able to master IRS ethical standards, how to avoid conflicts of interest. You will also be able to protect your clients from IRS predatory collections action, thrive your expertise to prevent and resolve the IRS collections actions.

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 certificate course, 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 certificate course. 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.

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"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education courses / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."

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