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What steps should a practitioner take when onboarding a new IRS collection client?
PostedNovember 17, 2025
UpdatedNovember 17, 2025
ByKlemens Raab
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The IRS Collection Client
- Why are IRS collection clients different from traditional tax clients?
- Should practitioners offer free consultations to IRS collection clients?
- What should a practitioner include in a retainer agreement for a collection client?
- Why is obtaining a Power of Attorney (POA) important once a practitioner is retained?
- What is required for a taxpayer to be in 'tax compliance'?
- Why is it critical for self-employed clients to make estimated tax payments?
- How often must estimated tax payments be made by self-employed individuals?
- Why is proper withholding important for wage earners dealing with IRS collections?
- What is the impact of not opening IRS mail?
- What steps should a practitioner take when onboarding a new IRS collection client?

