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with Tanya Baber

Intro to Tax Resolution - Part 1

Learning Objectives:

  • Understand IRS Representatives, Titles and Roles 
  • Learn about Authority granted by Circular 230 as well as other types of authority 
  • Discover the technique for proper 2848 (Power of Attorney) and 8821 submission and acceptance 
  • Learn how to obtain and work with confidential taxpayer information such as transcripts and FOIA requests 
  • Discover online tools to work with the IRS as well as education and resources at the tip of your fingers 


Course Overview

Course Details
  • Level: Beginner
  • Cost: Free
  • Field of Study: Taxes
  • Advanced Prep: None
  • Credit Type: CE & CPE
  • Credit Hours: 1
Course Description

If your client needs you to resolve their tax problems, such as their unfiled or unpaid income taxes, how confident are you that you can represent them extremely well? How much experience do you have? 

If you utilize established processes and best practices of tax resolution, you can be much more confident you’ll serve your clients’ needs. That’s why you need our tax resolution guide. While many tax preparers may understand basic concepts related to tax resolution and even dabble in it from time to time, many fail to understand the complexities and nuances of representation. In this area, what you don’t know can hurt you and your client. This basic tax resolution boot camp will help remedy weaknesses you may have in your understanding of what tax resolution really is, the background and current landscape, as well as possible lucrative areas of tax representation.

Course Content

We will go through: 

  • The IRS representatives you may encounter, their titles, and roles as you work with them on the front lines while representing your client’s interests
  • Your authority granted under Circular 230, as well as some key things to watch for under this authority
  • Power of Attorney Form 2848 and Form 8821, as well as best practices for proper submission and acceptance
  • Some tricks and tools to obtain and work with confidential taxpayer information in the course of your representation
  • How to acquire and use FOIA requests, transcripts, and other confidential taxpayer information
  • Online tools for interfacing with the IRS
  • Other resources available to you

Enroll Today

If you have always wanted to learn tax resolution skills and take your practice to the next level, this course is definitely for you! You could become successful in the lucrative and satisfying work of solving clients’ tax problems after taking this tax resolution training. 


Need some more help? Canopy’s practice management software can help you and your team work better together and manage your client’s work efficiently.

Enroll now in Intro to Tax Resolution Course - Part 1!


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    Course Details