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Tax Rep LLCTax Rep LLC
Tax Rep LLCTax Rep LLC
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  • Why Tax Resolution
  • Join TRN
    • For Enrolled Agents
    • For CPAs & Tax Pros
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    • Compare Membership Levels
    • Silver TRN Membership
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    • 3rd Annual Tax Rep Summit from ORLANDO
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    • The Accountant’s Guide to Resolving Tax Debts
    • The Accountant’s Guide to Resolving Payroll Taxes
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    • The Accountant’s Guide to IRS Representation Checklists, Letters, and Forms
    • How to Build a Million Dollar Tax Representation Practice
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CPAs, EAs, Attorneys, Tax Professionals

Do You Know How to Best Help Clients Who Can’t Pay Their Tax Bills
(And Be Paid Well for Your Expertise)?

Are you ready to learn the lucrative area of
preparing and submitting tax client offers to IRS Collections?

With nearly 15 million taxpayers owing the IRS money in unpaid back taxes, it’s surprising that more tax accountants aren’t up to speed on IRS Collections offers. More than 40 percent of offers are rejected outright by the IRS, and most of them have been prepared professionally by CPAs, EAs, and attorneys.

So why are tax professionals so bad at getting offers accepted?  There are several reasons:

  • They assume they know the process – most don’t, but it’s not hard to learn a solid 8-step process that works
  • They are making basic budgeting mistakes with the client’s financial records
  • They don’t have advanced training on strategies that can be applied in this area
  • They don’t know how to deal with a cranky or undereducated IRS officer
  • They are not asking the right questions
  • They don’t know the practice management side of how to handle these engagements

The good news is that all of these mistakes are simple to remedy with strong training and a desire to add a new lucrative revenue stream to your tax practice.

That’s why we’ve made our Offers Masterclass available outside of the Tax Rep Network for the very first time.  Taught by nationally recognized tax rep attorney Eric Green who sports a 93 percent offer acceptance rate in his firm, this course is designed specifically for tax professionals so they can learn fast and help their clients more effectively.

The Masterclass consists of 8 videos (total time 4 hours 15 minutes) with slide deck handouts plus 19 exhibits. Here are the topics you’ll learn.

  • The offer process, how to do an offer, and why you want this to be a cornerstone of your practice
  • Which IRS rules are considered law and which are considered advisory
  • IRS guidelines for when an offer should be considered
  • Three types of offers, and pros and cons of each of them
  • The type of offer that’s similar to audit reconsideration
  • What form you need to fill out to submit a Doubt-as-to-Liability offer
  • The difference between a lump sum and a deferred offer
  • The 8-step offer in compromise process
  • IRS terminology
  • How to charge for an initial consultation and how to explain to the clients why it’s beneficial
  • Who is eligible for an offer
  • Considerations as to what impacts the strategy to use when designing and offer
  • What being in compliance means
  • What the formula and components of reasonable collection potential (RCP) are
  • What the difference between allowable and actual expenses are
  • What the IRS can make a client do and what they can’t
  • How to answer client questions about what the IRS might make them do
  • What loose ends need to be cleaned up when dealing with current financials
  • How to create a cash flow statement for offer purposes
  • What the national standards are for allowable expenses
  • A key strategy in determining RCP
  • What an Effective Tax Administration Offer is and when it’s appropriate
  • What is the Doubt as to Collections with Special Circumstances Offer is and when to use it
  • How to handle allocations when only one of the spouses is liable
  • How to handle allocations in community property states
  • 4 strategies to advise clients on the best approach to getting an offer accepted
  • 4 things that causes an offer to be considered defaulted
  • Strategies to consider when an offer is defaulted to try to keep it from defaulting
  • What goes into the offer package
  • How to bring it all together in 5 case studies for various client situations

This course returns a high ROI with your very first client. Just one payroll tax client can generate a high 4-figure retainer.

Buy now $395

About the Author:

Eric Green, tax representation training

Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped hundreds of accountants start and grow successful tax representation practices.

Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.

Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.

Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.

Read more about Eric Green

Course Outline:

  • The Offer Process
  • Client Analysis
  • ETA and DCSC Offers
  • Only One Liable Spouse
  • Offer Strategies
  • Defaulted Offers
  • The Offer Package
  • Case Studies

Clients Say

“Pretty much everything I’ve learned about tax resolution, I’ve learned from Eric Green.” – Michael O.

“Mr. Green very knowledgeable on the topic and conveyed a lot of complicated info in terms we all understand. These areas are even difficult to read. I have done OIC’s and they are time consuming. Thanks to CPA for giving us this class.” -Alvin Lujan, Tax Man On The Run, LLC, Partner/CEO/President

“As a retired Revenue Officer and now an enrolled agent, your presentation was outstanding. The handout package was very well done.” -Jack B.

“Eric did it again. He always brings such great information regarding representation.” -Raenelle Sellers, Rae’s Bookkeeping, Partner/CEO/President

“Very knowledgeable presenter with good suggestions as to being a good representative.” -Robert Krim, Krim Landau, LLC, Partner/CEO/President

Provide Your Client with the Best Advice Leading to the Most Desirable Outcome

We know you want the best outcome for your client. This course will bring you up to speed as well as share key strategies of what to do and what not to do when working with your client on making an offer to IRS Collections.

Buy now $395

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