The Insider’s Guide to IRS Representation

Checklists, Letters, and Forms – Second Edition

By Eric L. Green

There has never been a better time to add IRS Representation to your practice and help taxpayers resolve their back tax issue!

TG Publishing Softcover Print & eBook
295 pages | Copyright 2023

With this Practice Guide you now have dozens of checklists and letters at your fingertips to allow you and your staff to respond to clients and the IRS with speed, efficiency, and impact.

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Please note that this book is a softcover guide with a black and white print interior.

Have a penalty abatement request that you need to draft? A rejected Offer to appeal? Want guidance on writing a letter that not only meets the deadline but carries the day? It is all here, including a pricing guide on how to charge for this service and expand your bottom line.

The IRS’s ability to match information and identify non-filers has never been greater. As of 2022, there were more than 15 million taxpayers in the IRS Collection Division inventory, and the IRS has announced it has identified and will pursue more than 10 million non-filers. COVID exacerbated all of this creating an army of struggling taxpayers and small businesses. There has never been a better time to add IRS Representation to your practice and help taxpayers resolve their back tax issue!

With this Practice Guide you now have dozens of checklists and letters at your fingertips to allow you and your staff to respond to clients and the IRS with speed, efficiency, and impact. We have compiled all of our checklists, letters, and forms into a complete practice guide for you to use in your practice. All the forms and letters you need to practice at the top of your game are here to save taxpayers and make money.

“The guide and forms are gold to my office. Thank you!”

Mabelle A., EA

Table of Contents

  • Why the Practice Guide?

  • Audit Reconsideration
  • Case Analysis Documents
  • Collection Appeals
  • Innocent Spouse
  • Installment Agreements
  • Examinations
  • Marketing (NEW!)

  • Offers-in-Compromise: Doubt as-to-Collectibility (DATC)
  • Offers-in-Compromise: Doubt as-to-Liability (DATL)
  • Onboarding
  • Other Important Practice Forms
  • Payroll Tax Issues
  • Penalty Abatement
  • Refund Claims
  • Tax Levies
  • Tax Liens
  • Uncollectible Status