Back Tax Negotiation Workshop

Service Description

Are you new or inexperienced when it comes to negotiating tax debt for a client? Would you like someone to guide you through the process step by step so you have the confidence to do it on your own? This workshop is for you! Join us July 15th at 12 p.m. EST. Timalyn will take participants through the 3 phases of back tax negotiation with the IRS during this 4 hour workshop. Phase I - Investigation. Timalyn will guide participants on how to retrieve their tax transcripts online. During this time the participants will be working on the website as Timalyn guides them. They will then learn to read the transcript so they understand how much they owe in total, how much is penalties, what penalties may be abated, and how long the IRS has to collect on that debt. At the end of phase I participants will know have an understanding of what they will negotiate and what they will request to be abated. Phase II - Compliance. Timalyn will guide participants on how to look at the tax transcript and see what is missing. The IRS will not negotiate if the taxpayer is in compliance. Timalyn will help participants see if they have met all filing requirements and review withholding and estimated tax payments. Phase III - Negotiation. Timalyn will guide participants on how to read the national and local standards that the IRS sets. These standards show how much the IRS allows taxpayers to have when they owe the IRS. Timalyn will show participants how to use this to their benefit. Timalyn will also show participants how to fill out a Form 433-A/433-F. This form is required for any taxpayer that owes $50,000 or more. It is also required for taxpayers that cannot pay the IRS in full within 72 months or before the collection statute expiration date (CSED). At the end of this workshop participants will have their financial paperwork in order to send to the IRS to negotiate their debt and set up a payment arrangement.

Cancellation Policy

All fees are considered earned when paid. If you are unable to attend the session that you selected your payment can be credited to another session or service. If the session is canceled due to America's Favorite EA or any of our associated affiliates you will receive a full refund. The refund will be processed within 72 hours of the event being canceled.

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