Does this sound like you?
You just passed the Enrolled Agent exams and always had dreams of specializing in tax resolution. But now you realize studying for the EA exam hasn’t taught you anything about how to actually DO tax resolution, especially Offer in Compromise.
You’re a CPA and you have clients you know you should be helping with their tax debt. Instead of referring them to someone else you’d rather have the ability to offer another valuable service and have another line of income. But you don’t know where to start.
You’ve purchased and read multiple e-books and written courses, but you’re still not clear how to do things in the right order, what you need from your clients, what to expect during the process, and how to guide your clients through the process.
Imagine being so confident in your Offer in Compromise knowledge and skills that you
Can charge at least $5000 per client
Can quote your fee to clients without hesitation because you know you can accomplish what you promise
Get to be picky with whom you choose as clients because you’ll be in demand
Can build a successful tax resolution practice, make more money year round, while decreasing your workload
Not only is this possible, but I’ve created a course to help you accomplish all of this!
This is why Back Tax Bootcamp’s OIC course is different
01
This is more than just another ebook that just summarizes the collection process by referencing the tax laws and IRM
02
This is a self-paced step by step instructional course that you can use as many times as you need to walk you through completing offers for your individual clients
03
We teach you how to do this without tax resolution software (you can buy that later when you’ve
collected fees from your first clients)
04
We don’t use hypothetical situations....we use the instructor’s actual cases to give a real life feel to
this learning experience.
05
We show you how to complete the forms section by section including adjustments and strategies
that may need to be considered where applicable
Are you ready to get started?
BUT WAIT THERE'S MORE...
After going through Back Tax Bootcamp’s signature course Offer in Compromise for Individuals, you will:
Know how to prequalify clients
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Know how to analyze clients' financial information
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Know the Offer in Compromise formula
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Know how to get clients into compliance so they will qualify to submit an offer application
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Know how to calculate an acceptable offer amount
Know how to write an OIC cover letter package
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Know how to assemble an OIC application
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Know what to expect once the offer is submitted
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Know how to communicate and work with the offer examiner or Revenue Officer
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Know how to manage your client’s expectations throughout the process
But if you enroll today...
Here’s all the amazing things you’ll get:
A course designed to take you step by step from beginning to end of the IRS Offer in Compromise
process for individuals
Questionnaire Template to make sure you get everything you need from your clients
Back Tax Bootcamp’s Calculator to perform an accurate financial analysis
Real Case studies of accepted offers to learn from
The workflow I use in my tax resolution firm to keep me organized
Customizable contract and letter templates
Customizable Offer in Compromise Cover letter template