PitBullTax Hybrid Workshop
Beginners Level

Agenda

All times are in EST time zone


  • 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
    • Client Questionnaire
      • Software Demo: Client Questionnaire
      • Software Demo: Client Portal
      • Software Demo: Chat
      • Software Demo: Step-by-Step Workflow
    • Closing. Questions and Answers

    05:00pm End of Day 1

  • Day 2

    9:00am – 10:40am

    • Comparison of Tax Resolution Options
      • Offer in Compromise
      • Installment Agreement
      • Currently Not Collectible Status
      • Bankruptcy
      • Software Demo: Case Diagnostics
      • Software Demo: Resolution Evaluation
    • Case Study 1 "OIC, IA or CNC?”

    10:40am - 11:00am Break

    11:00am - 1:00pm

    • Statute of Limitation on Collections
    • Collection Information Statements (433-A, 433-A (OIC), 433-F)
      • Software Demo: Forms 433-A / 433-A (OIC), 433-F)

    1:00pm - 2:00pm Lunch

    2:00pm - 3:40pm

    • Collection Information Statements (433-A, 433-A (OIC), 433-F) (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 with Joint and Several Liability"
    • 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"

    10:40am - 11:00am Break

    11:00am - 1:00pm

    • Penalty Abatement
      • Software Demo: Form 843

    1:00pm - 2:00pm Lunch

    2:00pm - 3:40pm

    • PitBullTax Software Demo
      • To Do List
      • Calendar
      • Time tracking
      • Case Tracking
      • Billing

    3:40pm - 4:00pm Break

    4:00pm - 5:00pm

    • PitBullTax Software Demo
      • E-Signatures
      • Activities
      • Logo Setup
      • White labeling
      • Searchable Internal Revenue Manual
      • Expert Tips and Techniques
      • History Log
      • IRS Contacts List
    • Closing and Q&A

    5:00pm End of Day 3



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