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
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
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
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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