How to sound like you’ve done this 1,000 times—even if this is your first rodeo.
Order the Pro Scripts NowWhat if you NEVER froze up on an IRS call again?
You know the feeling — you’re on hold for 47 Minutes. The Rep finally Picks up. And then it hits you…
- “Wait… what do they usually ask again?”
- “Do I have everything I need?”
- “Am I even talking to the right department?”
- “What if I say the wrong thing and blow this whole case?”
It's not that you don't know your stuff. YOU DO.
But nobody trained you for the call. Nobody gave you the words to say. Nobody told you what to expect. Nobody taught you how to best advocate for your client. Until Now.
IRS Pro Scripts is the ultimate communication playbook for tax professionals. Whether you’re onboarding a new client or negotiating with a Revenue Officer, you’ll have ready-to-use, editable scripts that make you sound like a seasoned pro, and advocate for your client effectively—even if this is your first call.
What you Get Inside:
IRS Pro Scripts gives you 29 ready-to-use, totally editable call scripts for every kind of IRS interaction—so you never have to guess, freeze, or fumble through another call again.
Client Onboarding & Qualification
Set expectations. Get aligned. Avoid problem clients before they start.
IRS Negotiation Scripts
PPS, ACS, ROs, PPIA, CNC, Penalty Abatement, and more. Communicate with confidence.
Case Status & Update Scripts
Keep clients informed, reduce anxiety, and eliminate repeat questions.
Client Management Scripts
For when clients go MIA, get angry, or just won’t send the appropriate documentation.
Client Onboarding Sample List:
- Tax Resolution Intake Call Script
- Case Interview Checklist
- Phase 1 Engagement Letter Discussion Guide
- Phase 2 Engagement Letter Discussion Guide
- Case Launch Checklist
- Case Manager Introductory Call
- Explaining Resolution Timelines
IRS Negotiation Sample List:
- (ACS) Starting a call with ACS
- (ACS) Currently Non-Collectible (CNC)
- (ACS) First-Time Penalty Abatement
- (ACS) Partial Pay Installment Agreement (PPIA)
- (OE) OIC Negotiation Script (Fair Market Value)
- (RO) Initial Call with a Revenue Officer
- (RO) Levy Release Request Script (Revenue Officer)
- (PPS) Starting a call with PPS
- (PPS) IRS Status Update Call
Case Status & Update Script List:
- Case Submission Client Update Call
- IRS Processing Delays Update Call
- CP504 Notice Update
- Final Notice Intent to Levy (LT11, LT1058, CP90) Notice Update
- Installment Agreement (IA) Update
- Offer in Compromise (OIC) Update
- Penalty Abatement (PA) Update
Client Management Script List:
- Monthly Check-In Call
- Client Won’t Submit Documents
- MIA Client Check-In
- Request for Additional Documentation
- Handling Angry or Frustrated Client
Handle human behavior like a pro, not a pushover.
These scripts have been designed by our resolution experts here at ASTPS, equipping you with everything you’ll need to set client expectations, and advocate for your client’s interests effectively. Even if its your first time. The Real Pros come prepared, and now so are you.
Fully Editable. Totally Plug-and-Play.
Add your Firm's Personality
Make edits to match your process
Save into your CRM or notes
Ready to Get the Scripts?
Order now for only $119
Regular price: $149 (Sale Ends June 12th)
If you talk to the IRS, you need this playbook. Stop guessing. Start sounding like the pro you are.
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29 Professionally Created Scripts
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IRM citations
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Fully Editable (Microsoft Word Docs)
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Instant Download