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The IRS Playbook - Tax Resolution Simplified Course Replay
Introduction
Note to Users (1:21)
Slides for Printing
Section 1: Key to Successful Outcomes
Welcome (3:32)
Internal Revenue Manual (IRM) (19:15)
Section 2: Installment Agreement Options
Guaranteed Installment Agreement (18:13)
Streamlined Installment Agreement (18:18)
Non-Streamline Agreement (8:36)
Section 3: Collections - Payment Negotiations
Collection Information Statement (Form 433-F) (37:29)
Collection Financial Standards (18:08)
Wage Earner & Self-Employed (Form 433-A) (12:25)
Installment Agreement (Form 433-D) (13:19)
Penalty Abatement Request (Form 843) (19:55)
Considerations When Completing Forms (9:49)
Best Practices for Penalty Abatement (16:55)
Delinquent Filings (8:29)
Section 4: Handling Current Balances
120 Day Extension to Pay (10:53)
Other Payment Options (4:03)
Section 5: Collections - Offer In Compromise
Offer In Compromise (Form 433 -A OIC) (12:30)
Computations for OIC (5:10)
Section 6: Pausing Enforcement Actions
Collection Due Process Hearing (Form 12153) (22:51)
Other Options (Form 911 & 9423 CAP & 12277) (13:47)
Section 7: Working With Clients
Initial Client Intake (20:27)
Assess Case Mix & Fees (18:12)
Audit Rep Fees (20:10)
Audit Technique Guides (25:36)
Client Meeting (29:28)
Resources
Penalty Abatement Cheat Sheet
Penalty Letters
IRS Phone Discussion Guide
Collection Information Statement (Form 433-F)
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