Collections Client Intake

This is a 2 hour CE/CPE webinar for CPAs and EAs presented live on September 16, 2026, 1-3pm ET (10am-12pm PT)

Revised and updated for 2026! This course covers how to conduct an effective client intake for an IRS collections case. Topics include the questions to ask during an initial consultation, the documents and transcripts to request before quoting a fee, and how to identify complicating factors such as unfiled returns, prior representation, active liens or levies, or an approaching collection statute expiration date. The course also addresses how to scope the engagement appropriately, set client expectations, and obtain the third-party authorizations needed to begin work. Practitioners will learn to recognize the warning signs of a case that needs immediate action versus one that can proceed on a standard timeline, helping avoid missed deadlines and scope creep once the engagement begins.

Course Objectives

• Identify the key questions to ask during an initial collections consultation.
• Determine the documents and transcripts to request before quoting a fee.
• Recognize complicating factors such as unfiled returns, active liens or levies, and an approaching collection statute expiration date.
• Define the third-party authorizations needed to begin representation.
• Distinguish cases requiring immediate action from those that can proceed on a standard timeline.

Note: This class is conducted via Zoom. You will receive the Zoom link immediately upon checkout and in several reminder emails from Eventbrite.

Continuing Education Information

• Delivery Method: Group-Internet
• Credit: 2.0 CE/CPE hours
• CPE Subject Area: Taxes (IRS: Federal Tax Law)
• Prerequisite: Basic knowledge of IRS Collection procedures.
• Program Level: Basic
• Advance Preparation: None required
• IRS Program Number: CBBHU-T-00209-26-O
• NASBA Registry ID: 149009
• Texas State Board of Public Accountancy CPE Sponsor ID: 010661

Tax Pro Academy, LLC 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.

About the Instructor

Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the "No Holds Barred, Candid Talk About Small Business Success In Florida", "41 Dangerous IRS Tax Red Flags", and "Hidden Profits for Your Tax Practice" and former tax columnist with the Florida Today. With over two decades' worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes and IRS Collection cases.

What Others Are Saying About Our Classes

"Hi, Dan, I just wanted to tell you that I thoroughly enjoyed today's webinar. I'm a former Revenue Agent (nearly 9 years), and I've recently opened my own practice as a tax resolution specialist. Even though I'm pretty familiar with much of what you talked about, I still learned a LOT from your presentation." -Lori Rodrigues, CPA

"The instructor was knowledgeable and clear." -Natalie Mitchell, EA

"It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation." -Marsha Tisdale, EA

"Practical information for our practice future." -Donna Henderson, EA

"Great information source." -Robert Pavicic, EA

"Jassen is very knowledgeable and boils down complicated information into what is applicable, useable and practical." -Karen Stevenson, EA

"I like your honesty when presenting the materials such as what works and what doesn't work." -Sharon Ishii, EA

"Excellent... Provided a great deal of useful information and gave me food for thought." -Anthony Nazarowski, EA

"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

"I always enjoy and learn a lot in Jassen and Dan's webinars, Thank you!" -Jennifer Ginther, EA

"Now I have an idea in which direction I will turn my career. Thank you!" -Yelena Lipovetsky, EA