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Practice Management & Tax Resolution Guide
Canopy offercomp


Cost Free
Presentation Length 1.0 hour 

Recorded DateJanuary 10, 2019  CPE:Not available  (archived webinars do not offer CPE credits) Subject AreaTaxes  Course LevelBasic  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent 
Series: Enrolled Agents, Taxes    
Course Description

This course provides a rapid fire overview of the Offer in Compromise program for tax professionals representing taxpayers with unpaid federal tax obligations.

This course discusses the pros and cons of the Offer program, the qualifications for filing a processable Offer, and the three different types of Offers. We will discuss the two current OIC payment options available to taxpayers, the proper calculation of Reasonable Collection Potential.

This course will briefly cover IRS rules for processing Offer applications, how the Offer investigation process works, and some helpful tips for writing better Offers.

Learning Objectives

  • Financial analysis of IRS collection outcomes

  • Steps to take in seeking resolution for your clients

  • Options for resolution: Offer in Compromise, Payment Plan, Currently Not Collectible

  • IRS resolution process and workflow efficiencies​​

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Tanya has been an enrolled agent since 2006 and received a B.S. in accounting and a minor in business administration from Mesa State University. Tanya practices as a public accountant in the area of personal, business, and non-profit tax preparation, planning, and consulting. She is also a CTRS - Certified Tax Resolution Specialist. She has been practicing in accounting and taxation since 1994.


Jeff has spent the better part of his career working with small business owners in helping them to grow their businesses, refine processes, and increase the bottom line. From franchisees to finance, he has worked with thousands of individuals.

He joined Canopy in a customer-centric role, and worked with hundreds of customers to help them learn to use technology to leverage their work. Now he is working with the marketing team helping to grow the educational component, and assist even more practitioners through the OpenCourse and OpenForum platforms.

About Our Sponsor

Canopy is a simple yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more. Try out a modern, seamless workflow built specifically for tax professionals at