Hands-on Collections

Table of Contents

  1. Compliance
  2. Which Form?
  3. National Standards
  4. 433F
  5. 433A
  6. 433B
  7. Gathering Documentation
  8. Timing & Strategy
Family members get the following below the fold:
  • Download of Lecture Powerpoint PDF
  • List of Resources available for Hands-on Collections

Join the Family Now


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This material is copyrighted and may not be reprinted or used for lectures and presentations without paying for the reprint or presentation rights.

Hands-on Collections – Resources

Online Payment Option for Installment Agreement
http://www.irs.gov/individuals/article/0,,id=149373,00.html

National Standards Tables:

IRS e-Services System
http://www.irs.gov/taxpros/article/0,,id=109646,00.html

IRS TaxToolKit
http://www.taxtoolkit.irs.gov/

Pitbull Collections Software
http://snurl.com/pitbulltax
(Disclosure – we receive a commission. You can, too, for referring them to clients.)

Need help  – Consult  Tom Buck, CPA and Sonya Wilt, EA
http://www.buckcpataxsolutions.com/

Download the Lecture PDF to your desktop
Right click and save link as…

Hands On Collections - Powerpoint Course

Links to www.irs.gov PDFs

Form 9465 – Installment Agreement
www.irs.gov/pub/irs-pdf/f9465.pdf

Form 13844 –  Application For Reduced User Fee For Installment Agreements
http://www.irs.gov/pub/irs-pdf/f13844.pdf

433A – Collection Information Statement for Wage Earners and Self-Employed Individuals
http://www.irs.gov/pub/irs-pdf/f433a.pdf 

433B – Collection Information Statement for Businesses
http://www.irs.gov/pub/irs-pdf/f433b.pdf 

433F – Collection Information Statement
http://www.irs.gov/pub/irs-pdf/f433f.pdf 

Form 2848 – Power of Attorney
http://www.irs.gov/pub/irs-pdf/f2848.pdf

Form 8821 – Tax Information Authorization
http://www.irs.gov/pub/irs-pdf/f8821.pdf 
 

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