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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 covers 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: January 17, 2023
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
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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
.

Eva Rosenbergcourse online for 15 years