Mastering Tax Resolution: 10-Week Training Series

 
Unlock expert insights with our Tax Resolution Training Series, designed to guide you through resolving complex tax issues. Enjoy added convenience by purchasing individual modules tailored to specific topics, or access the full series for an all-around understanding of tax resolution strategies. Perfect for professionals seeking flexibility and in-depth knowledge.

Training Information & Sign-Up

Understanding Tax Resolution
This course provides a foundational overview of key concepts and strategies for resolving tax issues, perfect for professionals looking to enhance their knowledge or get started in the field.
Introduction to Tax Resolution
This course covers common tax issues and strategies for resolving them. Learn to navigate IRS collections, protect taxpayer rights, and explore options like installment agreements and offers in compromise.
Understanding Offer in Compromise
This course explains how to settle tax debt for less than the full amount owed. Learn who qualifies, how to prepare and submit an application, and explore best practices for negotiating with the IRS.
Completing Offer in Compromise Pt. 1
This course guides you through the steps of preparing a successful OIC application. Learn how to gather financial information, assess eligibility, and begin filling out Form 433A (OIC).
Completing Offer in Compromise Pt. 2
This course focuses on finishing the OIC process by completing Form 656-B. Learn how to accurately document financial details, address IRS concerns, and submit a strong application.
Understanding Installment Agreements
This course explains how to set up and manage payment plans with the IRS. Learn about different types of agreements, eligibility criteria, and best practices for helping clients resolve their tax liabilities through structured payments.
Completing Installment Agreements
This course provides a step-by-step guide to preparing and submitting IRS payment plan requests. Learn how to fill out Form 433A, gather supporting documents, and ensure compliance for a smooth approval process.
Levy & Lien Withdrawal
This course covers how to request the removal of IRS levies and liens. Learn eligibility criteria, the application process, and strategies for protecting your clients' assets and credit by securing timely withdrawals or releases.
Penalty Abatements
This course teaches how to reduce or eliminate IRS penalties. Learn the qualifications for relief, including first-time abatement and reasonable cause, and how to submit effective requests to help clients save on unnecessary fees.
Case Analyzation
This course provides the tools to thoroughly assess tax cases. Learn how to review financial documents, identify key issues, evaluate tax liabilities, and develop effective strategies for resolving complex IRS matters.
Understanding ERC Withdrawal
This course explains the process for withdrawing or adjusting Employee Retention Credit claims. Learn eligibility requirements, how to file corrections, and best practices for handling overpayments or IRS audits related to the ERC.
Full Training
The 10-week Tax Resolution Training Course provides access to all of the trainings listed above. This course equips professionals with the knowledge and tools to navigate IRS challenges and secure the best outcomes for their clients.
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