IRS Revenue Officers, Field Collection, and Best Practices WEBINAR

Overview

You’ve probably been there. You have a client in your office with excess baggage. That’s right, they’re in field collection with a Revenue Officer. Now what are you going to do? How are you going to get where you want to be? This program will provide an overview of field collection, how to effectively work with Revenue Officers, general case processing, and important IRM deadlines. This will include taking a deep dive into the “RO Mindset” along with structuring your casework to flow with IRS case processing actions so you can get to the outcome you want.

Highlights

Handling field collection personnel. Using the IRM and collection timeframes to leverage resolutions. Field collection case processing. Working around the Revenue Officer mentality.

Prerequisites

Familiarity with IRS case processing actions.

Designed For

CPAs, EAs, attorneys, and anyone interested in learning more about IRS representation and tax problem solving.

Objectives

Identify effective case strategies in field collection. Use the IRM to navigate potential pitfalls. Analyze internal processing deadlines. Distinguish different personality types at the IRS.

Preparation

None.

Notice

None.