IRS Collections BOOK & MASTERCLASS Bundle

BOOK: A Step-by-Step Guide to Resolving Your Client’s Tax Debt – Third Edition

Regular price ($149)

MASTERCLASS: IRS Collections: Learn How to Resolve Your Client’s Tax Nightmare

Regular price ($299)

By Eric L. Green

With more than 21 million taxpayers who need help, there has never been a better time to add IRS Representation to your practice!


Please note that this book is a softcover guide with a black and white print interior. The Masterclass is a digital, on-demand class. On-demand Masterclasses are not eligible for CE or CPE credits.


If you’ve been thinking about expanding your tax practice to serving clients that are behind in filing or payments or both, then this is perfect guide to get you started.

You already know your way around taxes, but might need a bit more confidence when it comes to handling clients with collection issues.  This guide steps you through the procedures you need to know to help these types of tax clients. The best news is that it’s quite a lucrative area and in extreme demand.

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 in 2023 and beyond. With more than 25 million taxpayers who need help, there has never been a better time to add IRS Representation to your practice!

Included with each chapter are sample forms and letters, as well as a Collection Checklist for you to use with potential clients at the end of the book. It’s everything you need to begin your journey into the burgeoning and profitable world of taxpayer representation.

TG Publishing Softcover Print & eBook
425 pages | Copyright 2023

Table of Contents

  • About the Author
  • Why This Book?
  • What’s New in IRS Collection?

  • There is No “Fresh Start” Program

  • The IRS Collection Process
  • The Collection Client
  • Federal Tax Liens
  • The Federal Tax Levy
  • Collection Alternatives: Offers, Installment Agreements, Uncollectible Status and Bankruptcy
  • Payroll Taxes and Personal Liability

  • Collection Appeals
  • Challenging an Assessed Tax
  • Taxpayer Advocate Services
  • Private Debt Collectors and Passport Suspension/Revocation
  • IRS Enforcement Against Taxpayers Overseas

  • IRS Abbreviations Cheat Sheet

  • New Collection Client: The Checklist

  • Sample Pricing Structure

  • Sample Letters

  • Case Studies

  • Ex. Exhibits


Join us for this workshop where Tax Attorney and National Speaker Eric Green will walk you through the IRS Collections process and how to utilize the rules to resolve your client’s nightmare with regards to everything from tax liens and tax levies to collection appeals.  Given the current economic uncertainty there has never been a better time to add this specialized and highly sought-after service to your current practice.  With 15 million taxpayers in the collection division’s inventory, and another 10 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.

This special workshop will include the following:

  • The IRS Collection Process
  • The IRS Notices
  • Tax Liens
  • Tax Levies
  • Installment Agreements
  • Uncollectible Status
  • Offers-in-Compromise
  • Collection Appeals
  • Tools for Managing an IRS Representation Practice
  • Marketing: How to Find Clients
Meet the Instructors
Randy Johnston, CPA

Randy Johnston, CPA

Dawn Brolin, CPA, CFE

Dawn Brolin, CPA, CFE

Steve Perkins, CIO, HoganTaylor LLP

Steve Perkins, CIO, HoganTaylor LLP

Andrew Lassise, CEO

Andrew Lassise, CEO

“Eric Green is one of the top tax lawyers in the country. His in depth knowledge along with his ability to make the subject simple makes this guide an indispensable reference for my practice. The guide is clear and concise, and I just loved the client stories! Accountants everywhere will want this Guide in their library.”

Dawn B., CPA

“Informative, authoritative and concise what more could you ask for!!! Attorney Eric Green has been successfully representing taxpayers against the IRS for years and his new Collections Manual contains all the insight necessary to work this business. It is the perfect compendium for professionals who need to quickly get something done – especially when they don’t have time to spare. A superb and easily understandable reference source – I highly recommend it to all practitioners seeking to tighten their knowledge of IRS collection processes, grow this segment of their business and to train staff.”

Harold B., CPA

“WOW!! Eric Green’s The Accountants Guide to IRS Collection covers every aspect of the Federal Collection Process. The book is filled with a HOT TIPS and is a step by step guide to various approaches the resolving your clients collection issues. A must have book in every practitioners office.”

Ray L., EA