more
Eva Rosenberg, course online for 15 years
Eva Rosenberg, EA, CTC, CTRS (the Internet’s TaxMama®) has a BA in Accounting & MBA in International Business. She developed the EA Review course for UCLA over 20 yrs & teaching her own course online for 15 years.
This instructor has 14 courses »To Access This Course:
Learn how to resolve collection issues with an overview of the qualifications for and benefits of each type of resolution, as well as a detailed guide to which resolutions offer the best outcome for each client. This course will cover the following topics:
- How to get paid by clients in trouble.
- What Information to Gather and How.
- Understand the Statutes.
- Evaluate your options.
- Determine your strategy.
- Set Plan of Attack.
- Contact IRS & Set the stage.
- Provide documentation.
- Be Prepared to wait & educate your client.
- Re-evaluate & Follow-up.
Learning Objectives
- Discover how to get paid by clients in trouble.
- Explore what Information to gather and how.
- Identify how to understand the Statutes.
- Recognize how to evaluate your options and determine your strategy.
- Discover how to be prepared to wait & educate your client.
- Explore how to re-evaluate & follow-up.
Last updated/reviewed: June 14, 2021
Included In Certifications
This course is included in the following Certification Programs:
10 CoursesTax Resolution Specialist Certificate
- IRS Representation Series - Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
- IRS Representation Series - Getting Organized to Resolve Collection Issues
- IRS Representation Series - Doing Offer-in-Compromise: How to Complete the Form 656 Application
- IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
- IRS Representation Series - Winning the 1040 Audit
- IRS Representation Series - Steps to Take After SUCCESSFUL Collections or Audits
- IRS Representation Series - When Collections and Audits Fail
- IRS Representation Series - Reducing IRS Assessments for Interest & Penalties
- IRS Representation Series - Conflicts of Interest
- IRS Representation Series - Circular 230 Ethics and Updates
Prerequisites
Course Complexity: Foundational
IRS Practice Series: Overview of Collection Issues (or equivalent knowledge)
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .