How do I get CPE credit as an enrolled agent?
In order to get credit as an Enrolled Agent on the IRS approved Kinsail website we need a PTIN number, full name and designation (i.e. EA).
Does an EA need to send you their PTIN in order for the IRS to provide CPE credit?
Yes. In order to get credit on the IRS approved Kinsail website we need a PTIN number, full name and designation (i.e. EA).
Does a taxpayer representative need a separate CAF number for each client they represent in front of the IRS?
No. A single CAF must be obtained by a representative (one per representative) prior to speaking with the IRS. The number assigned is representative-specific and will stay with the representative as long as he or she remains in practice.
Do you need a special certification to provide tax resolution?
You do not however I recommend that you attend our certificate program to become proficient in the subject. By doing so you not only learn how to practice properly and effectively but also earn CPE credit. Our Tax Resolution Specialist certificate is not required but highly recommended.
How do I receive confirmation of my continuing education credits?
You should receive your completion certificate via email. If you are an Enrolled Agent, your course information gets submitted directly to the IRS assuming they indicated they are an EA and provided their full name and PTIN number.
“If I took a course that qualifies for a digital copy of the textbook The Ultimate Guide to Tax Resolution, what should I do to request my copy? “
Request a copy via email. You can send your request to info@taxresolutiontraining.org
If the IRS does not receive my Power of Attorney (“POA”) will they advise to send it again?
The IRS will not know to advise re-sending a Power of Attorney unless (1) you contact them to discuss a client or (2) you send a Power of Attorney that is incorrect, incomplete, or does not encompass a broad enough spectrum. If any of the above occur the IRS will ask for an updated Power [...]
What are your typical fees for resolution work?
Our fees vary based upon the work being completed. We typically charge on an hourly basis to ensure that a client’s lack of responsiveness or organization does not become our issue. If a client is organized and responds timely a streamlined installment agreement can be completed for in 3 – 4 hours, a hardship installment [...]
If I have a potential client and need assistance, how do I work with you to handle the case?
We offer a three-tiered program, We can (1) provide “back office” assistance via consultation services you get as a subscriber to our Subscription Packages, (2) work together with you and your client to resolve their tax matter or (3) you may refer the case to us if you are not qualified or comfortable with the [...]