IRS Revenue Officers, Field Collection, and Best Practices

Overview

You've probably been there. You have a client in your office with excess baggage. That's right, they're in field collection with a Revenue Officer. Now what are you going to do? How are you going to get where you want to be? This program will provide an overview of field collection, how to effectively work with Revenue Officers, general case processing, and important IRM deadlines. This will include taking a deep dive into the "RO Mindset" along with structuring your casework to flow with IRS case processing actions so you can get to the outcome you want. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Prerequisites

Familiarity with IRS case processing actions

Objectives

After attending this presentation, you will be able to...

• Identify effective case strategies in field collection
• Use the IRM to navigate potential pitfalls
• Analyze internal processing deadlines
• Distinguish different personality types at the IRS

Highlights

The major topics covered in this course include:

• Handling field collection personnel (Revenue Officers and their managers)
• Using the IRM and collection timeframes to leverage resolutions
• Field collection case processing
• Working around the Revenue Officer mentality