This Page is All About The Offer in Compromise (OIC)

This class is designed for tax professionals — including EAs, CPAs, tax preparers, and accountants — who want to help clients with back taxes and expand into tax resolution services.

No. The training is beginner-friendly and walks you through every step of the OIC process. You’ll learn how to analyze, prepare, and submit offers — even if you’ve never done one before. 

 Yes! All sessions will be recorded, and you’ll have access to the replay for 14 days (VIP students will receive access to the recording for 30 days.

 VIP students get exclusive access to:

• The Bonus Training Material Pack (OIC checklist, intake forms, sample analysis worksheet, engagement letter & pricing guide)
• A Private OIC Mastermind Session for advanced Q&A and case guidance.

No problem. You’ll get access to the replay and all course materials, so you can watch and learn at your own pace. 

Yes! All attendees receive a digital Certificate of Completion for professional development.

This isn’t a theory class. It’s a hands-on, real-world training taught by a tax advisor with over 16 years of experience in the tax industry who actively files, negotiates OICs, and work with tax resolution clients on an everyday basis. You’ll see how to apply the rules to real cases and walk away ready to confidently handle your own.

Click the “Register Now” button below to secure your spot. Early enrollment is recommended. Space in the VIP Mastermind is limited.