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Certified Specialization Series in Tax Representation

Gain an extensive understanding of IRS representation including Circular 230 ethics from an expert speaker Eva Rosenberg - Tax Specialist, EA

Certified Course Overview

  • What steps to be taken after completion of successful collections or Audits
  • To learn to handle all areas of IRS representation
  • To learn what Circular 230 needs to say about Conflicts of Interest
  • To identify methods of reducing penalties and interest on assessed tax balances
  • How to proceed for an appeal when collections and audits fail
  • To recognize third-party sources the IRS might use to initiate an audit

Why this certification course

Tax resolution as a service is booming. According to the IRS, in 2019 alone there were over $125 billion in back taxes owed, based on tax returns that have been filed. In addition, the IRS estimates a Tax Gap of over $441 billion in either unfiled tax returns or understated income. A skilled tax representative will find endless clients needing help! In 2020 and 2021, with all the deferred payroll taxes that the CARES Act permits employers and employees to pay next year or the year after – there will be millions more taxpayers in trouble. Add to that the confusion over the deductions (or not) related to the Payroll Protection Plan loans and the unemployed people who got that $600 (or so) weekly windfall – but didn’t take any IRS or state withholding – there will be a flood of taxpayers needing your help.


The course will give you the tools to handle all these IRS representation areas, effectively: audit, collections, levy release and appeals. Specific guidance 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.


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.

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Instructors

Modules

Course Title Educational Credits
  • To identify a foundation for understanding the levy process and the procedure for getting a levy released
  • To recognize how to help a tax practitioner learn to expand their practice base to include representation
  • To recognize what must be signed, prior to calling the IRS for your client
  • To recognize how much is legally allowed to be garnished, when the IRS issues a garnishment against wages
  • To identify how much is legally allowed to be levied, once the IRS issues a levy against a bank account
  • To recognize reasons for requesting a Collection Due Process Hearing
  • To recognize how to expand practice base to include representation
  • To recognize what must happen to start the clock on the Statute of Limitations
  • To identify legitimate reasons for requesting audit reconsideration
  • To recognize the maximum tax liability an individual can have and still get an online Installment Agreement
  • To identify what the IRS does not look at when considering a request for Currently Non-Collectible status
  • To identify the methods for resolving collection issues
  • To identify the best way to reduce a client's tax debt
  • To identify what stops the Statute of Limitations
  • To describe which forms to use when filing an Offer in Compromise: Doubt as to Collectability
  • To identify legitimate reasons to abate a penalty
  • To recognize how to use Collection Information forms, National Standards, and how to support your claims
  • To differentiate which forms to use to provide client's financial information and status to IRS
  • To identify how a client should use the money first, when they owe IRS back taxes (Form 1040) for a period of 5 tax years, if a client only has limited funds
  • To differentiate which strategies will not help us stop the IRS from taking further aggressive collections actions
  • To identify functions of an IRS field team visiting employers who are delinquent on their payroll tax payments
  • To recognize if there is any way to get the IRS to accept the higher numbers, if your client's expenses are well over the National Standards
  • To describe the percentage of submitted Offers in Compromise (OICs) does the IRS accept (rounded to the nearest percentage)
  • To recognize what level of tax liability will a taxpayer's file be turned over to Revenue Officers (ROs) in the field
  • To identify which set of expenses the IRS must use when preparing the monthly income and expense statement on any version of Form 433
  • To differentiate which type of OIC is appropriate
  • To recognize how to prepare the OIC and present the offer
  • To identify the taxpayer’s role when it comes to Effective Tax Administration (ETA)
  • To identify what you should do when sending documents to the IRS
  • To differentiate reasons the IRS would even consider an OIC when they have the power to collect the money, attach assets, levy wages, and bank accounts
  • To recognize where and how to research IRS audit practices for your client's industry
  • To identify how to find deductions, credits, or adjustments that were missed on the original tax return
  • To identify how to convince the IRS that your client didn't really earn all that extra money
  • To recognize why it's important to be ready with a good explanation when your client shows both Rental deductions and Office in Home deductions
  • To describe what the taxpayer doesn't need to do under the Office in Home Simplified Method
  • To identify how the Internal Revenue Manual rules regarding audits
  • To recognize which expenses are no longer deductible
  • To describe the allowable deduction for business meals
  • To recognize third-party sources the IRS might use to initiate an audit
  • To recognize how you can prevail in an audit when your client is in the wrong
  • To identify and apply a list of steps to take after an audit has been successfully resolved, and after a collections battle has been won
  • To recognize which form to use to file an amended return
  • To recognize the worst result in an audit
  • To identify what would not cause you to have a reduction in tax attributes
  • To recognize what you need in order to get certain liens or levies released, after a successful audit reconsideration
  • To identify which form to use to get a quick refund when you have a net operating loss for certain Farming Losses on the current year's tax return
  • To identify tools to get past IRS rejections of Offers in Compromise, Installment Agreements, levy releases
  • To recognize how to expand a tax practitioner's practice base to include representation
  • To identify which form to use to submit an Offer in Compromise (OIC)
  • To recognize who handles Fast Track Mediation (FTM) and which situations qualify
  • To differentiate the three types of Offer in Compromise
  • To identify the steps to take through the Collections Appeals Process (CAP)
  • To evaluate why you shouldn't withdraw a Collections Due Process (CDP) request and the reasons to do so
  • To recognize the Tax Court rights of Enrolled Agents and CPAs
  • To identify why a tax practitioner should include their signed Power of Attorney form when helping a client file a pro se case in Tax Court
  • To identify when to file a suit for refund in District Court or the Court of Claims for a taxpayer who has paid the tax
  • To recognize and implement methods for reducing penalties and interest on assessed tax balances
  • To identify which penalty relief criterion includes those cases that are specifically about using the law in the client's favor
  • To recognize how much importance the IRS places on the taxpayer's actions once the facts and circumstances change and what attempt the taxpayer make to comply
  • 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
  • To recognize the penalty for a payroll tax deposit that is two dates late
  • To identify current or potential conflicts of interest
  • To identify how the practitioner may represent a client if all conditions hold true, notwithstanding the existence of a conflict of interest
  • To recognize the nature and extent of the conflict and to either extricate yourself from the situation
  • To describe how issues will affect the wife's potential income tax or penalty liability, in the case about the psychiatrist
  • To recognize when the Trust Fund Recovery Penalty (TFRP) can be assessed against all of these parties
  • To differentiate when to protect yourself and all parties involved
  • To identify what Circular 230 says about Conflicts of Interest
  • To identify when potential conflicts of interests do not require consent forms and disclosures
  • To learn how long conflict records must be maintained
  • To describe what section of Circular 230 defines conflicts of interest
  • To identify IRS representation, client conflicts, advertising limitations, and privacy issues
  • To recognize which information should be noted that may help persuade the contact to be more polite and/or pleasant when documenting conversations with the Internal Revenue Service (IRS)
  • To describe what an individual who is an officer or employee of the executive, legislative, or judicial branch of the United States Government; an officer or employee of the District of Columbia; a Member of Congress; or a Resident Commissioner can do
  • To evaluate whose signatures are non-compulsory even though they might prepare tax returns for taxpayers
  • To describe the consequence of enrolled agents requesting to be placed in an inactive retirement status
  • To recognize what is generally allowable according to Circular 230 with regard to tax return fees
  • To identify who may represent an individual or entity before personnel of the IRS
  • To identify what an unenrolled preparer may do
  • To identify who cannot me a power of attorney
  • To describe when a taxpayer living outside the United States needs representation

Continuing Education Credits

This Certificate Course Qualifies for following Credits

  • 22 CE credit for all California Tax Education Council (CTEC)
  • 22 CPE credit for all Certified Fraud Examiner (CFEs)
  • 22 CPE credit of Taxes for all Certified Public Accountants (CPA-US)
  • 22 CPE credit for all Certified Valuation Analyst (CVA)
  • 22 CE credit for all Maryland Tax Preparer
  • 22 CE credit for all Oregon Tax Preparers (ORTP)
  • 22 CE credit for all Tax Professionals
  • 22 CE credit for all Annual Filing Season Program (AFSP)

Our Certificate

This certificate course will help you learn the process of Tax Resolution from expert Eva Rosenberg EA, CTRS. This 10 module online course is designed to provide a solid foundation for tax practitioners to handle all areas of IRS representation. This course will make it possible for CPA firms, law firms and EA firms to keep the representation in-house, instead of continuing to farm out the lucrative cases to other tax professionals and potentially lose the client in the long-term. 

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Frequently Asked Questions

Know more about our processes and how we work, with the helo of the following FAQs.

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.
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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.
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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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