IRS Installment Agreements

You will inevitably work with a taxpayer who owes the IRS and cannot pay in full. This course will help you understand how to help your client not be in that number. 

During our time together, you will learn what an installment agreement is and when it is appropriate to set up an agreement with the tax return, online, or over the phone. You will also learn the associated fees, requirements, and processes to set up an installment agreement. You will see examples of streamlined, partial pay, and tiered agreements. At the end of this course, you will be equipped to set up an installment agreement with the IRS. 

Key topics covered in this course:

• Streamlined Installment Agreements

• Installment Agreement Financials 

• Document Substantiation