TG Publishing
Copyright 2019 – 2022
With this set, you receive Print and eBook versions of all books!
About the Guides
The Accountant’s Guide to IRS Representation Checklists, Letters, and Forms
227 pages
Inside the Book
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.
Table of Contents
- How to Use this Guide and Price Your Services
- Audit Reconsideration
- Case Analysis Documents
- Collection Appeals
- Innocent Spouse
- Installment Agreements
- Examinations
- 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
The Insider’s Guide to IRS Offers: Top 100 Questions and Answers on IRS Offers-in-Compromise
Inside the Book
This book includes:
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- An Overview of the Offer-in-Compromise program
- A step-by-step workflow approach to Offers for you to follow
- New Collection Client: The Checklist
- IRS Abbreviations Cheat Sheet
- The top 100 Offer-in-Compromise questions, all answered with citations
- 75 pages of exhibits, including sample cover letters and appeals letters you can use right in your own practice
Table of Contents
- About this Guide
- Abbreviations
- The IRS Offer-in-Compromise Program: An Overview
- The Offer-in-Compromise Process
- Q&A Part I: Consultations, Fees and Professionals
- Q&A Part II: Tax Returns
- Q&A Part III: Estimated Tax Payments
- Q&A Part IV: Offer Basics
- Q&A Part V: Things to Consider Before Your File the Offer
- Q&A Part VI: Calculating Reasonable Collection Potential (“RCP”)
- Q&A Part VII: Assets
- Q&A Part VIII: Income
- Q&A Part IX: Expenses
- Q&A Part X: Preparing The Offer to Submit to the IRS
- Part XI: After an Offer is Submitted
- Exhibits
The Accountant’s Guide to IRS Collection: A Step-by-Step Guide to Resolving Your Client’s Tax Debt
310 pages
Inside the Book
This book includes:
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- 10 chapters on the processes you need to know to serve IRS collection clients
- New Collection Client: The Checklist
- IRS Abbreviations Cheat Sheet
- 20 hot tips on how to fast-track your way through the system
- 43 Exhibits, including IRS Account Transcript, Sample Retainer Agreement, Department of Justice Court Filing of Suit to Convert Federal Tax Lien to Judgment, and all of the relevant IRS forms you need to know about
Table of Contents
i. About the Author
ii. Why This Book?
1. The IRS Collection Process
2. The Collection Client
3. Federal Tax Liens
4. The Federal Tax Levy
5. Collection Alternatives: Offers, Installment Agreements, Uncollectible Status and Bankruptcy
6. Payroll Taxes and Personal Liability
7. Collection Appeals
8. Challenging an Assessed Tax
9. Taxpayer Advocate Services
10. Private Debt Collectors and Passport Suspension/Revocation
Ex. Exhibits
The Accountant’s Guide to Resolving Tax Debts: Offers-in-Compromise, Installment Agreements, and Uncollectible Status
241 pages
Inside the Book
This book includes:
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- 7 chapters on the process of offers-in-compromise
- 6 case studies
- 36 Exhibits
- Offers-in-Compromise: The Checklist
Table of Contents
i. About the Author
ii. The Lure of Offers-in-Compromise
1. The Collection Process
2. Financial Analysis: It’s All in the Numbers
3. Installment Agreements and Uncollectible Status
4. Offers-in-Compromise
5. Bankruptcy
6. Collection Appeals
7. Payroll Taxes and Personal Liability
Cs. Case Studies
Ex. Exhibits
The Accountant’s Guide to Resolving Payroll Taxes & Personal Liability: A Guide to Resolving the Company’s Payroll Tax Issue and Personal Liability
307 pages
Inside the Book
This book includes:
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- 7 chapters on the processes you need to know to serve payroll tax clients
- Payroll Tax Case Checklist
- 4 Case Studies
- 29 Exhibits including Sample Protest of the Proposed Trust Fund Assessment, Sample Freedom of Information Act Request, Sample Refund Suit Filed in United States District Court, Sample Indictment for Payroll Taxes, Sample Affidavit, Letter Deeming the Taxpayer Uncollectible, and much more
Table of Contents
i. About the Author
ii. Why Businesses Get Into Trouble With Payroll Taxes
1. How Payroll Taxes Work
2. Third-Party Liability
3. Assessment & Collection Against the Company
4. Assessment Against the Responsible Party
5. Challenging the Trust Fund Assessment
6. Strategies for Minimizing Personal Liability
7. Criminal Aspects of Payroll Taxes
8. Case Studies
Checklist: Payroll Tax Case
Ex: Exhibits
“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
“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
“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
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.
“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
“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