Dealing with Revenue Officers & Field Collection
Tuesday, May 10th | 2pm-3pm Eastern
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.
By the end of this course you will understand:
- Handling field collection personnel (Revenue Officers and their managers)
- Using the IRM and collection timeframes to leverage resolutions
- Field collection case processing
- Working around the Revenue Officer mentality
Participants will earn: 1.0 CPE/CE credit
Field of Study: Taxation
Presented by: Billy Fauller, III, EA, CTRS
Billy was an IRS Revenue Officer for nearly eight years (Active between 2009 and 2017). Shortly after leaving he founded Inside Out Tax Resolution Services just outside of St. Louis Missouri. His practice is 100% focused on helping individuals and business owners resolve their tax problems.
Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.
Advance preparation: None
Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.
Delivery Method: Group Live
For more information regarding program concerns, or cancellation
policies, please contact our offices at (716) 630-1650 or send an email to email@example.com.
The American Society of Tax Problem Solvers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.