Register for 30 days of free access to the certificate preview. This professional apprenticeship-style program teaches case diagnosis, IRS procedure, ethical communication, resolution-path selection, and case documentation.
Register to review the Tax Resolution Specialist Certificate preview for 30 days. No payment information is required for the introductory access.
Register for Free AccessThis certificate is designed for serious tax professionals, support staff, and advanced learners who need more than a quick tax relief overview. The program trains students to gather facts, read account history, evaluate compliance, compare resolution options, communicate carefully, and create a defensible case plan.
How IRS and state tax debt starts, how balances are assessed, how penalties and interest grow, how notices escalate, and how collection timelines work.
Circular 230, ethical advertising, client communication, conflicts, confidentiality, fee agreements, due diligence, no guaranteed outcomes, and proper use of Form 2848.
CP14, CP501, CP503, CP504, LT11, Letter 1058, federal tax liens, levies, wage garnishments, bank levies, revenue officers, automated collection, appeals, and Taxpayer Advocate escalation.
Account transcripts, wage and income transcripts, return transcripts, assessment dates, collection statute issues, payments, credits, penalties, substitute returns, and missing filing years.
Late returns, substitute-for-return corrections, multi-year filings, business returns, payroll returns, amended returns, state filings, and compliance before requesting relief.
Installment agreements, partial-pay installment agreements, currently not collectible status, offer in compromise, penalty abatement, lien withdrawal, lien subordination, levy release, audit reconsideration, innocent spouse relief, and appeals.
Form 433-F, 433-A, 433-B, income, expenses, assets, equity, allowable standards, future income, business cash flow, bank statements, payroll records, and ability-to-pay calculations.
Eligibility, doubt as to collectibility, effective tax administration, reasonable collection potential, asset valuation, dissipated assets, offer payments, rejection appeals, and post-acceptance compliance.
Forms 941 and 940, trust fund recovery penalty, Form 4180 interviews, responsible person analysis, revenue officer strategy, current deposit compliance, and business survival planning.
Wage levies, bank levies, receivable levies, state levies, lien filings, lien release, lien withdrawal, lien discharge, and lien subordination.
First-time abatement, reasonable cause, administrative waivers, statutory exceptions, payroll penalties, failure-to-file, failure-to-pay, estimated tax penalties, and written penalty narratives.
Collection Due Process, equivalent hearings, Collection Appeals Program, rejected installment agreement appeals, OIC appeals, penalty appeals, and Taxpayer Advocate referrals.
State payment plans, state levies, state tax liens, sales tax, withholding tax, state payroll tax, state warrants, and state-specific settlement rules.
U.S. citizens abroad, late expat returns, FEIE, foreign tax credit, FBAR, Form 8938, streamlined filing procedures, foreign account penalties, and IRS notices sent overseas.
Interviewing clients, identifying urgent risks, spotting bad-fit cases, gathering documents, scoring urgency, estimating case complexity, and explaining realistic next steps.
Deadlines, call logs, document checklists, transcripts, agency contact records, task tracking, follow-up schedules, appeal windows, and quality control.
Calling the IRS, speaking with revenue officers, writing clear letters, making hardship arguments, documenting facts, negotiating payment terms, and avoiding emotional or vague requests.
No pennies-on-the-dollar promises, no guaranteed settlements, no fake urgency, clear disclaimers, written scope, transparent fees, and ethical lead handling.
Realistic case studies covering CP504, LT11, wage levy, bank levy, payroll tax debt, OIC candidates, CNC candidates, denied penalty abatement, missing returns, state levies, and expat FBAR issues.
A full mock case file requiring facts, risks, missing documents, recommended path, forms needed, client script, agency contact plan, and follow-up timeline.
Labs should use realistic facts without copying private client files: CP504, LT11, wage levy, bank levy, payroll tax debt, OIC candidate, CNC candidate, denied penalty abatement, five years of missing returns, state levy, and expat FBAR issue.
Students receive a full mock case file and produce a resolution memo covering facts, risks, missing documents, recommended path, forms needed, client script, agency contact plan, and follow-up timeline.
Course materials should be reviewed against official IRS and taxpayer-rights sources before publication.