RTRP’s are not authorized to represent taxpayers (see IRS IRM Section 5.8.3.18 “…Individuals who are not authorized to practice before the IRS with respect to a collection matter (such as unenrolled return preparers and registered tax return preparers) may accompany taxpayers to meetings with a completed Form 8821…”) however they can accompany taxpayers to meetings [...]
Yes. Typically the IRS can span a few years forward.
Stop work. Then wait to see if the client changes their mind and decides to pay you. If not you may revoke the POA. If there is no impending activity we typically wait up to 6 months unless the client requests we do so sooner.
We do not offer refunds for clients who change their minds.
In order to get credit as an Enrolled Agent on the IRS approved Kinsail website we need a PTIN number, full name and designation (i.e. EA).
Yes. In order to get credit on the IRS approved Kinsail website we need a PTIN number, full name and designation (i.e. EA).
No. A single CAF must be obtained by a representative (one per representative) prior to speaking with the IRS. The number assigned is representative-specific and will stay with the representative as long as he or she remains in practice.
You do not however I recommend that you attend our certificate program to become proficient in the subject. By doing so you not only learn how to practice properly and effectively but also earn CPE credit. Our Tax Resolution Specialist certificate is not required but highly recommended.
You should receive your completion certificate via email. If you are an Enrolled Agent, your course information gets submitted directly to the IRS assuming they indicated they are an EA and provided their full name and PTIN number.
Request a copy via email. You can send your request to info@taxresolutiontraining.org
The IRS will not know to advise re-sending a Power of Attorney unless (1) you contact them to discuss a client or (2) you send a Power of Attorney that is incorrect, incomplete, or does not encompass a broad enough spectrum. If any of the above occur the IRS will ask for an updated Power [...]
Our fees vary based upon the work being completed. We typically charge on an hourly basis to ensure that a client’s lack of responsiveness or organization does not become our issue. If a client is organized and responds timely a streamlined installment agreement can be completed for in 3 – 4 hours, a hardship installment [...]
We offer a three-tiered program, We can (1) provide “back office” assistance via consultation services you get as a subscriber to our Subscription Packages, (2) work together with you and your client to resolve their tax matter or (3) you may refer the case to us if you are not qualified or comfortable with the [...]
