Installment Agreements, Offers, and Collections

1 Credits: Taxes


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Installment Agreements, Offers, and Collections

Course Level
CPE Credits

1 Credits: Taxes

Course Description

This comprehensive course offers an essential toolkit for tax professionals to adeptly handle Installment Agreements and Offer in Compromises, ensuring optimal outcomes for their clients. Participants will benefit from a detailed overview of collections processes, including understanding statutes, authority, and the implications of levies and liens. The course feature includes in-depth analysis of various Installment Agreements, alongside an exploration of alternative payment arrangements, providing participants with multiple strategies to address diverse client scenarios. The highlight is the focused examination of the Offer in Compromise program, giving actionable insights into calculating acceptable payment amounts and maintaining taxpayer compliance. By understanding these critical elements, participants will gain the confidence to offer informed guidance, improve client satisfaction, and enhance their professional competency in tax resolution.

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Learning Objectives

Upon completing this course, participants will be able to:

  • Provide a collections overview including statutes, authority, Levies and Liens.
  • Explain payment alternatives.
  • Analyze Installment Agreements
  • Evaluate other types of payment arrangements
  • Discuss how and when to effectively use the Offer in Compromise program.
  • Analyze necessary documents and information needed for these programs.
  • Express the importance of keeping taxpayers in compliance.
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Course Specifics

Course ID
Revision Date
September 16, 2022


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02073-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1808
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

Meet The Experts

A.J. Reynolds, EA

A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representation. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues. A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals. A.J. started his …