Pro Tax Education

Introduction to Tax Representation for Tax Professionals

Introductory course to IRS Tax Representation. This course is an overview of what IRS Tax Representation is for Tax Professional. It teaches the steps required to represent a taxpayer, and the options available to present to a taxpayer in...

Financial Analysis

This course introduces tax professionals to the art of IRS Financial Analysis. This is completed by using verified financial information to determine the actual options available to their taxpayer clients.

IRS Account Analysis/8821/2848

IRS Account Analysis is the process of evaluating a taxpayer's current tax situation. You will learn how to complete an initial review of your client's tax situation, andthe next steps needed to fix their issue.

IRS Payment Settlements (IA, PPIA and CNC)

This course is an overview of the payment options available to taxpayers who have a balance to pay to an IRS. It discusses the difference in payment options to the IRS over time, and how it is determined that a taxpayer qualifies for...

Offers in Compromise

This is an introduction to the most popular IRS product the IRS offers - an Offer In Compromise. Also known incorrectly by most taxpayers as the "Fresh Start Initiative", this course will instruct a tax professional in how to determine...

Dealing with Practitioner Priority Line, Revenue Officers/Agents and Appeals

This course discusses communicating directly with IRS personnel, and the different positions within the IRS. After this course, you will know the duties of these positions, and how to effectively communicate your taxpayer client's needs.