IRS Representation Series – Getting Organized to Resolve Collection Issues

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.