CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

IRS Representation Series - When Collections and Audits Fail

IRS Representation Series - When Collections and Audits Fail

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00557-21-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0537)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00557-21-S)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00557-21-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • The Representation Series So Far
    3 mins
  • Collections Appeals (CA) Mandate
    14 mins
  • Bugs Bunny Collections Due Process
    32 mins
  • And the case went on
    50 mins
  • Small Tax Case Filing - Cannot be Appealed
    88 mins

Course Description

Your OIC rejected, what now?

Never fear! There’s more you can still do!

In this online CPE webinar, you will learn how most cases can be resolved even if you start out badly.
In this online continuing education course, you will get a clear review of the IRS Fast Track Mediation Program, as well as strategies for preparing your case during the Collections Appeal process.

In this online CPE webinar, you'll also learn more about how to support clients when you're unable to personally represent them to help resolve audits successfully.

This course will cover the following topics:

  • Fast Track Mediation
  • Collection Appeals
  • Collections Appeals Process (CAP)
  • Equivalency hearings
  • Tax Court
  • Court of Appeals, Court of Claims, District Court
  • Bankruptcy
  • Protective Filings

This Online Accounting CPE Course is one of the best courses for Accountants and Approved for CPE Credits for CPA, AFSP, EA, & other tax preparers. It's a Part of Series:

Learning Objectives

  • 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

Who Should Attend?

  • Annual Filing Season Program
  • California Registered Tax Professional
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Young CPA