This certification covers key areas of IRS collections representation, including how to evaluate collection information statements, apply allowable expense standards, and choose between resolution options like Installment Agreements, Offers in Compromise, or hardship (CNC) relief. It also explores enforcement tools such as liens and levies, Revenue Officer engagement tactics, and the appeals process. Whether you're preparing a financial disclosure or negotiating a resolution, this course delivers comprehensive insights to help you represent clients confidently and effectively.
This certification will enhance your ability to assist clients facing IRS collection actions by equipping you with actionable skills for every stage of the process. You'll learn to analyze financial data using IRS standards, prepare accurate collection forms, and explain resolution strategies in clear, client-friendly terms. The course also helps you identify when to pursue appeals or hardship relief and how to respond to Revenue Officer demands. Whether you're new to collections or expanding your tax resolution practice, you'll gain the confidence and practical knowledge to deliver real results.
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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