PitBullTax Beginners Tax Resolution Workshop

Memo

PitBullTax designed this beginner-level tax resolution training workshop to help CPAs, enrolled agents and attorneys interested in offering tax resolution services start with the right foot forward. The course includes enoug information to start working right after the workshop, including (1) an overview of how a representation works, calculating fees and prepare an engagement letter; (2) how power of attorneys and tax information authorizations work in tax resolution, and which is the most convenient one for each case; (3) a full explanation about tax transcripts, how to get them and how to understand them; (4) how to gather information about a representation case, and how having a quiestionnaire and a client portal ease the process; (5) what are the tax resolution options available for clients and when to use which; (6) Collection Information Statements for individuals; (7) penalty abatement; (8) case studies and (9) automation.