PitBullTax In-House Workshop
Beginners Level

Agenda


  • 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



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