Printed Release: expected April 30, 2022
With these Practice Guides you now have hundreds of templated forms, 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, two-volume practice guide with over 840 pages of documents for you to use in your practice. Each section provides an overview of the area, a workflow so you can see what needs to be done, and then all the forms and letters you need to practice at the top of your game, save taxpayers and make money.
These Handbooks cover every major area of IRS representation, including IRS audits, appeals, collection cases, consultations and case analysis, offers-in-compromise, penalty abatement, requests for innocent spouse relief, payroll tax liabilities and much more!
The IRS’s ability to match information and identify non-filers has never been greater. Before 2020 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!
“Eric has done a great job outlining the steps needed to help resolve a taxpayer’s IRS debt. His use of practical examples, exhibits, and clear explanations is very valuable. This book is helpful for those with little experience with the IRS collection process as well as a good review for those more experienced in IRS collection matters.” – Terry D., EA
“In The Accountant’s Guide to IRS Collection, Eric Green shares his vast experience and knowledge of the IRS collection process with readers. This user-friendly guide presents information in a logical manner and can aid professionals at any experience level. The guide includes a “New Collection Client Checklist”, an invaluable tool for all practitioners. This is a must have desktop resource for every practice. You never know when a delinquent taxpayer will walk through your door!” – Theresa G. Page, EA
“Eric Green has offered a superb resource for CPAs! This book takes you by the hand and guides you step by step through the intricacies of the IRS Collection process. Eric draws on his real-life experience with clients and shares these stories for the benefit of the reader. The exhibits are super thorough. I find it very easy to follow and loved the practice tips. Keep it on your desk!” – Allie P., ESQ
About the Author
Attorney Eric L. Green is a nationally recognized Tax Attorney whose talks have educated thousands of tax practitioners. He is a partner in the law firm Green & Sklarz LLC based in Connecticut and the founder of TaxRep LLC, an online member-driven organization of IRS tax representation professionals.
His law practice is focused on civil and criminal taxpayer representation before the IRS, Department of Justice Tax Division, Connecticut Department of Revenue Services, New York Department of Revenue and Massachusetts Department of Revenue.
Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. A frequent lecturer and author of two books and hundreds of articles, Eric is often quoted in the Wall Street Journal, USA Today, CreditCard.com and Consumer Reports Financial News.
Table of Contents
- About this Guide
- Audit Reconsideration
- Case Analysis Documents
- Collection Appeals
- Critical IRS Forms
- Estate and Decedent Tax Issues
- Innocent Spouse
- Installment Agreements
- Offers-in-Compromise: Doubt-as-to-Collectibility (DATC)
- Offers-in-Compromise: Doubt-as-to-Liability (DATL)
- Other Important Practice Forms
- Payroll Tax Issues
- Penalty Abatement
- Refund Claims
- IRS Summons and Government Subpoena
- Tax Levies
- Tax Liens
- Uncollectible Status
“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