Day 1

9:00am – 10:40am

• Introduction
• Overview of Representation
  • Software Demo: Fee Calculator
  • Software Demo: Engagement Letter

10:40am - 11:00am Break

11:00am - 1:00pm

• Power of Attorney
  • Software Demo: Forms 2848
• Tax Information Authorization
  • Software Demo: Form 8821

1:00pm - 2:00pm Lunch

2:00pm - 3:40pm

• IRS Transcripts Delivery and Analysis
  • Types of transcripts
  • Different methods to get IRS Transcripts
  • Transcripts Reports
  • Transcripts Dashboard
  • Software Demo: IRS Transcripts Delivery and Analysis

3:40pm - 4:00pm Break

4:00pm - 5:00pm

• IRS Transcripts Delivery and Analysis
  • Transcripts Dashboard
  • Software Demo: IRS Transcripts Delivery and Analysis
• Closing. Questions and Answers

05:00pm End of Day 1

Day 2

9:00am – 10:40am

• Client Questionnaire
  • Software Demo: Client Questionnaire
  • Software Demo: Client Portal
  • Software Demo: Chat
  • Software Demo: Step-by-Step Workflow
• Comparison of Tax Resolution Options
  • Offer in Compromise
  • Installment Agreement
  • Currently Not Collectible Status
  • Bankruptcy
  • Software Demo: Case Diagnostics
  • Software Demo: Resolution Evaluation

10:40am - 11:00am Break

11:00am - 1:00pm

• Case Study 1: Offer in Compromise, Installment Agreement or Currently Not Collectible status?
• Statute of Limitation on Collections
• Collection Information Statements for Individuals
  • Software Demo: Forms 433-A / 433-A (OIC), 433-F

1:00pm - 2:00pm Lunch

2:00pm - 3:40pm

• Collection Information Statements for Individuals (continued)
  • Software Demo: Forms 433-A / 433-A (OIC), 433-F
• Offer in Compromise
  • Software Demo: Form 656

3:40pm - 4:00pm Break

4:00pm - 5:00pm

• Case Study 2: Offer in Compromise for a Self-Employed Individual
• Closing. Questions and Answers

05:00pm End of Day 2

Day 3

9:00am – 10:40am

• Case Study 3: Offer in Compromise with Non-Liable Spouse
• Penalty Abatement
  • Software Demo: Form 843

10:40am - 11:00am Break

11:00am - 1:00pm

• AI Automation in Tax Resolution
• Zoom Integration
• Dropbox / OneDrive / Google Drive Synchronization
• Incoming Emails Setup

1:00pm - 2:00pm Lunch

2:00pm - 3:40pm

• PitBullTax Software Demo
  • To Do List
  • Calendar
  • Time tracking
  • Case Tracking
  • Billing
  • E-Signatures
  • Activities
  • Logo Setup

3:40pm - 4:00pm Break

4:00pm - 5:00pm

• PitBullTax Software Demo
  • White labeling
  • Searchable Internal Revenue Manual
  • Expert Tips and Techniques
  • History Log
  • IRS Contacts List
• Closing. Questions and Answers

5:00pm End of Day 3