Basic Installment Agreements
IRS Program #: XQQU-T-00744-21-O/S
Speaker: Clarice Landreth, EA
For the majority of unpaid tax balances cases, an installment agreement is the best resolution option. This course walks participants through negotiation and establishment of installment agreements not requiring taxpayer financial data.
- Explain how a taxpayer qualifies for an installment agreement with no financial data.
- Describe the process of establishing an installment agreement from start to finish.
- Identify when the IRS may file a notice of federal tax lien with a streamlined installment agreement.
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at firstname.lastname@example.org.
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