Tax Resolution Program
6-Week Tax Resolution Class
Turn IRS problems into profit — learn how to confidently resolve your clients’ tax issues and add a high-ticket service to your practice.
Here's What You’ll Learn in 6 Weeks:
Week 1: Intro To Tax Resolution & The Role of The Specialist
Week 2 – Identifying Resolution Opportunities
Week 3 – Resolution Programs Part 1
Week 4 – Resolution Programs Part 2
Week 5 – Case Strategy & Workflow
Week 6 – Marketing & Selling Tax Resolution
What’s Included
6 live weekly training sessions (recorded for replay)
IRS transcript review checklist & client intake forms
BONUS:
Resolution program comparison chart
Sample engagement letter for tax resolution service