Universal's Tax Resolution Series

The tax seasons that are heading our way will come with unique issues and struggles. Are you ready?

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Millions of People Need Your Help

Why is Tax Resolution such a hot topic?

  • There are currently 11,375,720 taxpayers who owe over 125 billion in back taxes to the IRS.
  • There are an estimated 7 million unfiled income tax returns.
  • Last year there were over 30,000 Offers In Compromise submitted to the IRS. Less than 40% were accepted. One of the biggest reasons the IRS rejects an OIC is because of incomplete or inaccurate information.
  • The average fee last year for an Offer in Compromise was $2,889. How many returns do you need to earn $3,000? Plus, solving people’s tax problems will make them genuinely appreciate your work. Make three or four times the money and work half the hours.
  • 2024 is forecasted as a record-breaking year for tax problems.
  • As a tax professional, are you ready to take advantage of this once in a lifetime opportunity?
  • Earn your Tax Resolution Specialist certificate now and start earning your fair share of this business.

Do YOU Feel Valued?

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Are you tired of working long-nights, having ungrateful clients that don’t appreciate you?

Are you fed up with Congress making last minute changes to the tax laws in the middle of the season – and then extending the deadline?

Isn’t it time you thrived all year long instead of relying solely on tax season?

The Lambers 10 course Tax Resolution Series, taught by the popular Eva Rosenberg EA, CTRS, is designed to provide a solid foundation for tax practitioners to handle all areas of IRS representation. This course will make it possible for you to get your fair share of business in this 400+ billion dollar arena.

  • You will learn about IRS ethical standards,
  • How to avoid conflicts of interest – and, most of all –
  • How to be a hero to your clients!

What You'll Learn

Your Tax Resolution Course, taught by the popular Eva Rosenburg EA, CTRS, is designed to provide a solid foundation for tax practitioners to handle all areas of IRS representation. This course will make it possible for YOU to find those clients who need your skills and expertise. Out of this $400 billion industry, there are plenty of people waiting for YOU! You will learn about IRS ethical standards, avoiding conflicts of interest and so much more! This course will include the following:

  • Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts

  • Resolving Collection Issues

  • Preparing for an OIC

  • Preparing Collections Forms

  • 1040 Audit

  • After SUCCESSFUL Collections or Audits

  • When Collections and Audits Fail -Appeals

  • Computing or Recalculating IRS Interest & Penalties

  • Conflicts of Interest

  • Circular 230 Issues and Updates

About Your Coach

Jason Dinesen LPA, EA

Jason self-admits to being a bit of a tax nerd. He loves helping people alleviate their fear of – and frustration with – taxes. He started Dinesen Tax Services as a side business with 3 clients while working a day job in a “cubicle farm” in West Des Moines. The “side business” quickly became something much more than that, and by August of 2011, he left the cubicle behind and took his business full-time.

Course curriculum

  • 1

    Winning the 1040 Audit

    • Chapter Introduction

    • Tax Resolution Specialist Overview

    • Glossary: Winning the Audit

    • 1040 Audit 2022 Part 1

    • 1040 Audit 2022 Part 2

    • 1040 Audit 2022 Part 3

    • 1040 Audit 2020 Part 4

    • Quiz: Winning the 1040 Audit

    • IRS Chief Counsel Directory Oct 2022

    • Winning the 1040 Audit Slides
  • 2

    Steps to Take After SUCCESSFUL Collections or Audits

    • Chapter Introduction

    • Glossary: Steps to Take After SUCCESSFUL Collections or Audits

    • Steps to Take After SUCCESSFUL Collections or Audits - Part 1

    • Steps to Take After SUCCESSFUL Collections or Audits - Part 2

    • Steps to Take After SUCCESSFUL Collections or Audits - Part 3

    • Steps to Take After SUCCESSFUL Collections or Audits - Part 4

    • Quiz: Steps to Take After SUCCESSFUL Collections or Audits

    • Steps to Take After SUCCESSFUL Collections or Audits Slides
  • 3

    Reducing IRS Assessments for Interest & Penalties

    • Chapter Introduction

    • Glossary: Reducing IRS Assessments for Interest & Penalties

    • Reducing IRS Assessments for Interest & Penalties - Part 1

    • Reducing IRS Assessments for Interest & Penalties - Part 2

    • Reducing IRS Assessments for Interest & Penalties - Part 3

    • Reducing IRS Assessments for Interest & Penalties - Part 4

    • Reducing IRS Assessments for Interest & Penalties - Part 5

    • Quiz: Reducing IRS Assessments for Interest & Penalties

    • Reducing IRS Assessments for Interest & Penalties Slides
  • 4

    Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts

    • Glossary: Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts

    • Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts - Part 1

    • Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts - Part 2

    • Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts - Part 3

    • Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts - Part 4

    • Quiz: Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts

    • Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts Slides
  • 5

    Getting Organized to Resolve Collection Issues

    • Glossary: Resolve Collection Issues 2022

    • Getting Organized to Resolve Collection Issues - Steps 1 and 2

    • Getting Organized to Resolve Collection Issues - Step 3

    • Getting Organized to Resolve Collection Issues - Step 4

    • Getting Organized to Resolve Collection Issues - Steps 5 - 10

    • Quiz: Getting Organized to Resolve Collection Issues - Steps 5 - 10

    • Getting Organized to Resolve Collection Issues Slides
  • 6

    When Collections and Audits Fail

    • Chapter Introduction

    • Glossary: When Collections and Audits Fail

    • When Collections and Audits Fail - Part 1

    • When Collections and Audits Fail - Part 2

    • When Collections and Audits Fail - Part 3

    • When Collections and Audits Fail - Part 4

    • Quiz: When Collections and Audits Fail

    • When Collections and Audits Fail Slides
  • 7

    Circular 230 Ethics and Updates

    • Chapter Introduction

    • Glossary: Circular 230 Ethics and Updates

    • Circular 230 Ethics and Updates - Part 1

    • Circular 230 Ethics and Updates - Part 2

    • Circular 230 Ethics and Updates - Part 3

    • Circular 230 Ethics and Updates - Part 4

    • Quiz: Circular 230 Ethics and Updates

    • Circular 230 Ethics and Updates Course Slides
  • 8

    Conflicts of Interest

    • Chapter Introduction

    • Glossary and Supporting Documents: Conflicts of Interest

    • Conflicts of Interest - Part 1

    • Conflicts of Interest - Part 2

    • Conflicts of Interest - Part 3

    • Conflicts of Interest - Part 4

    • Quiz: Conflicts of Interest

    • Conflicts of Interest Course Slides
  • 9

    Tips and Tricks for the 433s Needed to Secure an Offer in Compromise

    • Chapter Introduction

    • Glossary: Tips and Tricks for the 433s Needed to Secure an Offer in Compromise

    • Tips and Tricks - Part 1

    • Tips and Tricks - Part 2

    • Tips and Tricks - Part 3

    • Tips and Tricks - Part 4

    • Quiz: Tips and Tricks for the 433s Needed to Secure an Offer in Compromise

    • Tips and Tricks for the 433s Needed to Secure an Offer in Compromise Slides
  • 10

    Doing Offer-in-Compromise: How to Complete the Form 656 Application

    • Chapter Introduction

    • Glossary: Doing Offer-in-Compromise: How to Complete the Form 656 Application

    • Doing Offer-in-Compromise: How to Complete the Form 656 Application - Part 1

    • Doing Offer-in-Compromise: How to Complete the Form 656 Application - Part 2

    • Doing Offer-in-Compromise: How to Complete the Form 656 Application - Part 3

    • Doing Offer-in-Compromise: How to Complete the Form 656 Application - Part 4

    • Doing Offer-in-Compromise: How to Complete the Form 656 Application - Part 5

    • Doing Offer-in-Compromise: How to Complete the Form 656 Application - Part 6

    • Quiz: Doing Offer-in-Compromise How to Complete the Form 656 Application

    • Doing Offer-in-Compromise: How to Complete the Form 656 Application Slides

Why do you need Tax Resolution training?

This 10-part series is designed to provide a solid foundation for tax practitioners to handle all areas of IRS representation. These courses will make it possible for CPA firms, law firms, and EA firms to keep the representation in-house instead of continuing to hire out these lucrative cases to other tax professionals - and possibly lose the client permanently. This series will give you the tools to effectively handle: audits, collections, levy releases and appeals. Specific guidance and tips are provided to succeed at audits - or to prevail in appeals; to prepare and present an "Offer in Compromise" with the lowest legally acceptable balance due; a;so, to put collections actions on hold, to get levies released, and how to appeal collection decisions when they are not in your client's favor. You will also learn how to fix failed audits and collection cases started by the client - or other tax pros who couldn't help the client effectively.

Tax Representation Series

◼ 1 Year unlimited access to all 10 courses
◼ Qualifies for up to 20 hours of CE or CPE credit
◼ IRS and NASBA listed and Approved
◼ Video based
◼ So much more...
Enroll NOW and Start Learning Today!