Day 1

9:00am Class Begins

• Introduction
• Overview of Representation
  • Software Demo: Fee Calculator
  • Software Demo: Engagement Letter
  • Software Demo: Customizable Letters
• Power of Attorney / Tax Information Authorization
  • Software Demo: Forms 2848 / 8821

10:40am - 11:00am Coffee-break

11:00am - 12:40pm

• IRS Transcripts Delivery and Analysis
  • Types of transcripts
  • Different methods to get IRS Transcripts
  • Transcripts Reports
  • Transcripts Dashboard
  • Client Summary
  • Software Demo: IRS Transcripts Delivery and Analysis
  • Software Demo: Mobile App

12:40pm - 2:10pm Lunch (included in your program)

2:10pm - 3:50pm

• Client Questionnaire
  • Software Demo: Client Questionnaire
  • Software Demo: Client Portal
  • Software Demo: Chat
  • Software Demo: Step-by-Step Workflow
• Comparison of Tax Resolution Options
  • Offer in Compromise
  • Installment Agreement
  • Currently Not Collectible Status
  • Bankruptcy
  • Software Demo: Case Diagnostics
  • Software Demo: Resolution Evaluation

3:50pm - 4:10pm Coffee-break

4:10pm - 5:00pm

• Statutes of Limitation
  • Assessment Statute Expiration Date (ASED)
  • Collection Statute Expiration Date (CSED
• Closing. Questions and Answers

05:00pm End of Day 1

Day 2

9:00am Class begins

• Collection Information Statements (433-A, 433-A (OIC), 433-F)
  • Software Demo: Forms 433-A / 433-A (OIC), 433-F)

10:40am - 11:00am Coffee-break

11:00am - 12:40pm

• Collection Information Statements (433-B, 433-B (OIC))
  • Software Demo: Forms 433-B / 433-B (OIC)

12:40pm - 2:10pm Lunch (included in your program)

2:10pm - 3:50pm

• Offer in Compromise
  • Software Demo: Form 656
• Case Study 1 “Offer in Compromise with Self-Employed Individual”

3:50pm - 4:10pm Coffee-break

4:10pm - 5:00pm

• Case Study 2 “Offer in Compromise for Trust Fund Recovery Penalties”
• Closing. Questions and Answers

05:00pm End of Day 2

Day 3

9:00am Class begins

• Employment Tax Issues & Trust Fund Recovery Penalty
  • Software Demo: Form 4180

10:40am - 11:00am Coffee-break

11:00am - 12:40pm

• Penalty Abatement
  • Software Demo: Form 843
• Case Study 3 “Partial Pay Installment Agreement”
  • Software Demo: Scenario Simulator

12:40pm - 2:10pm Lunch (included in your program)

2:10pm - 3:50pm

• PitBullTax Software Demo
  • To Do List
  • Calendar
  • Time tracking
  • Case Tracking
  • Billing

3:50pm - 4:10pm Coffee-break

4:10pm - 5:00pm

• PitBullTax Software Demo
  • Activities
  • Logo Setup
  • White labeling
  • Searchable Internal Revenue Manual
  • Expert Tips and Techniques
  • History Log
  • IRS Contacts List
• Closing and Q&A

5:00pm End of Day 3