Beginners Level Workshop

• Welcome & Who Can Represent Before the IRS

  Workshop orientation — materials, study licenses, and CE/CPE attendance rules — then the foundations: who holds unlimited representation rights before the IRS and why clients should never represent themselves.

  Quiz8 min

• Setting Your Fees: Unconscionable & Contingent Fees

  What Circular 230 actually says about fees, the $15,000-an-hour case that defined 'unconscionable', and the only four situations where a contingent fee is allowed in tax practice.

  Quiz14 min

• The Fee Calculator

  A full demo of PitBullTax's Fee Calculator: baseline pricing for every tax resolution service, psychological fee factors, printing and emailing quotes, and customizing the price sheet for your market.

  Quiz22 min

• Collect Upfront & Know Your Worth

  Why you collect fees before the work starts, how to structure 50-50 arrangements and recurring payment plans, and the yacht-engine story: clients pay for your knowledge, not your time.

  Quiz9 min

• Engagement Letters: Creating & E-Signing

  Building the formal contract in PitBullTax: selecting services, terms and fee arrangements, protective clauses like 'earned when paid' and timely-manner definitions, and getting built-in electronic signatures.

  Quiz16 min

• Engagement Letters: Customization & Templates

  Turning a one-off letter into a system: editing verbiage block by block, building service-specific templates that produce an engagement letter in under a minute, and creating blank letters like welcome and closing letters.

  Quiz13 min

• Power of Attorney: 2848 vs 8821

  When you need Form 2848 versus Form 8821, the responsibilities that come with being on file, the four-representative limit, ranges and future years, matters not recorded on CAF, the ISP checkbox, and authenticating remote clients.

  Quiz22 min

• Preparing Form 2848 in PitBullTax

  The data-entry approach to every IRS form: copies for spouses, headings and notes, deceased-taxpayer requirements, sole proprietorships on an individual POA, and why your phone number — never the client's — goes on the form.

  Quiz21 min

• 2848 Tax Matters & Defaults

  The three tax matters to put on every individual POA — 1040 back to 2000, separate assessment, and civil penalty — why exams are the exception to ranges, the checkboxes that break e-services access, and setting up defaults so every POA takes seconds.

  Quiz20 min

• Filing the POA: Common Errors, Withdrawal & Revocation

  The rejection traps — missing signatures, missing officer titles, fiscal-year formats — plus how a representative withdraws versus how a client revokes, retaining prior POAs on line 6, and scheduling CAF checks so you know the moment you're on file.

  Quiz13 min

• Submitting Authorizations on the IRS Portal

  A live walkthrough of irs.gov/submit2848: signing in with ID.me, the authentication declaration, uploading wet-signed and e-signed forms, and the urgent cases where a wet signature still matters.

  Quiz8 min

• Form 8821: Tax Information Authorization

  Using 8821 as your information pipeline: unlimited designees including your firm, why every tax prep client should sign one, wage & income timing, automatic revocation, and preparing 8821s with defaults in PitBullTax.

  Quiz21 min

• Bulk Authorizations & Delegated Users

  Creating 2848s and 8821s in bulk for your whole client base, expiration notifications, and the right way to give staff transcript access: delegated users on your e-file application with their own ID.me — never shared credentials.

  Quiz19 min

• IRS Transcript Types: Return, Account & Wage/Income

  The transcript catalog, part one: tax return transcripts and the 'per computer' lines, account transcripts as the tax resolution workhorse, record of account, and the 10-year wage & income transcripts and summaries.

  Quiz21 min

• Separate Assessment, Civil Penalties & TXMODA

  The specialist transcripts: verification of non-filing, separate assessments after bankruptcy or innocent spouse splits, civil penalty transcripts for TFRP, and TXMODA — the most detailed transcript, available only through FOIA.

  Quiz14 min

• Transcript Reports: Liability, Compliance & CSED

  The PitBullTax report package begins: branding your cover page, the income tax liability report and why unpaid assessed balance drives installment agreement thresholds, the compliance report's collection statuses, and estimated CSED with tolling events.

  Quiz18 min

• Reports: Penalty Abatement, Bankruptcy & Audit Risk

  Turning reports into revenue: first-time abatement eligibility you can convert with one phone call, the bankruptcy dischargeability report and when to refer out, and audit risk indicators that flag returns to amend before the IRS finds them.

  Quiz16 min

• Account Summaries & Business Report Packages

  The account transcript summary that means you never open raw transcripts again, the payments and credits history, civil penalty reports, and the business package — including the column that answers 'can the IRS still come after me personally?'

  Quiz11 min

• Pulling Transcripts: e-Services Connection & Scheduling

  Requesting transcripts through PitBullTax: the one-hour e-services connection, selecting types and consecutive periods, scheduled deliveries, daily CAF checks that auto-pull on pass, alerts, and how the secure mailbox really works.

  Quiz20 min

• Bulk Requests, Alerts & the Transcript Dashboard

  Monitoring at scale: batching transcript pulls for hundreds of clients, alert scheduling and priorities, and the transcript dashboard — liability inventory, offer in compromise success tracking, FTA opportunities, and installment agreement health.

  Quiz20 min

• Monitoring, Client Summary & Customization

  Where monitoring becomes recurring revenue: catching missed installment payments before termination, the client summary page you open on every IRS call, and customizing alerts, reports, and dashboards to run your practice like an inventory.

  Quiz28 min

• Day 1 Q&A and Wrap-Up

  Closing questions from the room: troubleshooting failing CAF checks, verifying e-services access directly, signing Form 12153 as a representative, and what's ahead for Day 2.

  Quiz12 min

Sessions coming soon.

Sessions coming soon.