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Mentorships available. Call 323-344-2294 for information.
Our curriculum is designed by experts to make sure you get the best learning experience. Live courses DO NOT require end of lesson test for CPE credit.
Self-Study courses will require end of lesson test with 70% passing for CPE credit.
Interact and network with like-minded folks from various backgrounds in exclusive chat groups. Case studies and mentoring. Starting May 14, 2025 1:00 p.m PST via ZOOM. You will need create a login and password to access this website. GO to bottom of website first page Launch your GRAPHY sign in black below.
Stuck on something? Discuss it with your peers and the instructors in the inbuilt chat groups.
Mentorships and individual live training via zoom available. Separate fees will be discussed and contract signed with mentor.
Flaunt your skills with course certificates. You can showcase the certificates on LinkedIn with a click. Certificates to be issued on CPE courses only.
Course Syllabus IRS Audit and Tax Collection Processes and Procedures NOTE: Course fees are calculated according to basic topics in collection to more advanced topics.
*Advanced courses will also include 30 minutes of mentorship and/or case consultation with a team of former IRS employees and Enrolled Agents.
* Identifies the advanced courses. Main Title: Comprehensive IRS Procedures and Tax Representation
● Course Number: LKJHJ-T-00001-25-O
● Description: Learn to locate and understand IRS processes and procedures through the Internal Revenue Manual, Internal Revenue Code, IRS Regulations, and Tax Court Decisions. The resources covered include both online and offline tools.
● Date: 05/07/25 ● Time: 2:00 p.m. to 4:00 p.m. PST ● Instructor: M. De la Chaussee
● Course Number: LKJHJ-T-00002-25-S
Description of course: Covers initial client engagement, including questionnaires, securing clients, and the use of Form 2848 and Form 8821. Discuss Errors & Omissions insurance, client fees, payment options, and retainer contracts with examples.● Dates: 06/03/25 and 06/05/25 ● Time: 2:00 p.m. to 4:00 p.m. PST
● Instructor: Martha De la Chaussee ● Course Number: LKJHJ-T-00003-25-O
● Description: Examines the tax liabilities of various entities, including fiduciaries, executors, and payroll service providers. The course focuses on responsibilities, and compliance of different individuals or entities that are liable for non-payment of tax debts.
● Course Number: LKJHJ-T-00004-25-O
● Description: Discusses the importance of caseload management, using calendars and software to track deadlines and client history important items, preventing missed deadlines, and ensuring client satisfaction. Two case studies.
Course 5: Document 6209 IDRS Integrated Data Retrieval System ● Course Fee: $149.00
● Hours: 3 ● CPE Credit: 3 ● Dates: 06/17/25 ● Time: 2:00 p.m. to 5:00 p.m. PST
● Instructor: Martha De la chaussee ● Course Number: LKJHJ-T-00005-25-O
● Description: Explore the IDRS, focusing on transaction codes, account research, and tax-related command codes. Analyzing account Transcripts two examples. The course includes sections on examination and collection activities.
Course 6: IRS Adjustments, Abatements, Audit Reconsiderations, Credit Transfer, Payment Tracer.
● Course Fee: $49.00 SELF-STUDY ONLY. TEST HAS TO BE TAKEN AND PASSED BY 70% to qualify for CPE credit. ● Hours: 1 ● CPE Credit: 1
● Dates: 05/12/2025 through 12/31/2025 on-line website: http://marthadelachaussee.graphy.com ● Time: ● Instructor: Martha De la chaussee ● Course Number: LKJHJ-T-00006-25-S ●
Description: Learn the procedures for requesting and analyzing IRS account transcripts for adjustments conducted by IRS, how, what, when, where, why one can request an adjustment to an account by various processes and procedures. Abatement of taxes incorrectly or erroneously assessed, Audit reconsiderations, credit transfers and payment tracers.
●*Course 7: IRS Revenue Officer Interviews ● Course Fee: $149.00 ● Hours: 3 ● CPE Credit: 3
● Date: 05/20/2025 ● Time 9:00 a.m. to 12:00 p.m. PST
● Instructor: Ivette Yost ● Course Number: LKJHJ-T-00007-25-O
● Description: Covers IRS Revenue Officer interviews, including communication strategies, client research, and presentation. The course includes case studies.
● Hours: 4. ● CPE Credit: 4 ● Dates: 07/15/25 & 07/17/25 ● Time: 2:00 p.m. to 4:00 p.m. PST
● Instructor: Martha De la chaussee ● Course Number: LKJHJ-T-00008-25-O
● Description: Overview of IRS tax assessments, statutes, and tax preparer penalties. Learn about tax liens, statute expiration dates, and appeal rights.
● Dates: 05/22/2025 ● Time: 9:00 a.m. to 11:00 a.m. PST ● Instructor: Ivette Yost
● Course Number: LKJHJ-T-00009-25-O
● Description: Examine IRS procedures for investigating tax delinquency, including summons, IRC 6020(b), and audits. The course includes case studies and examples.
● Dates: 08/26/25 & 08/28/25 ● Time: 2:00 p.m. to 4:30 p.m. PST
● Instructor: Martha De la chausse, Ivette Yost
● Course Number: LKJHJ-T-00010-25-O
● Description: A comprehensive overview of different types of tax audits, including those for individuals, businesses, and third parties. Learn about audit processes, appeals, and reconsiderations. Case study.
● CPE Credit: 4 ● Dates: 05/27/2025, 05/29/2025 ● Time: 9:00 a.m. to 11:00 a.m. PST
● Instructor: Ivette Yost ● Course Number: LKJHJ-T-00011-25-O
● Description: This course covers the resolution of IRS tax delinquency accounts, including SFR return assessments, CSED, ASED, and compliance issues.
● CPE Credit: 6 ● Dates: 06/24/2025, 06/26/2025 ● Time: 9:00 a.m. to 12:00 a.m. PST
● Instructor: Ivette Yost ● Course Number: LKJHJ-T-00012-25-O
● Description: Learn to complete and analyze financial statements, verify information, and determine net income and realizable assets for individuals and businesses. The course includes case studies.
● Dates: 07/08/2025, 07/10/2025 ● Time: 9:00 a.m. to 12:00 a.m. PST ● Instructor: Ivette Yost
● Course Number: LKJHJ-T-00013-25-O
● Description: This course covers installment agreements, qualifications, appeal rights, and related procedures. Includes case studies and examples.
● Dates: 09/22/2025 ● Time: 2:00 p.m. to 5:00 p.m. PST
● Instructor: Martha De la chaussee ● Course Number: LKJHJ-T-00014-25-O
● Description: Covers the priority of liens, their impact on client assets, and IRS procedures for dealing with asset transfers, state tax debts, and other third parties. The course includes case studies.
● Instructor: Ivette Yost ● Course Number: LKJHJ-T-00015-25-O
● Description: Learn about lien management, including discharge, subordination, withdrawal, and release. The course covers federal and state tax liens with practical examples.
● Date: 09/09/25 ● Time: 9:00 a.m. to 12:00 p.m. PST
● Instructor: Martha De la Chaussee ● Course Number: LKJHJ-T-00016-25-O
Description: This lesson encompasses the various types of IRS appeals, how, when, why, who, what, where to file these appeals to protect taxpayers’ rights.
Course 17: Trust Fund Recovery Penalty Investigations Leading to Fraud ● Course Fee: $99.00
● Hours: 3 ● CPE Credit: 3 ● Dates: 08/05/2025 ● Time: 9:00 a.m. to 12:00 am. PST
Instructor: Ivette Yost ● Course Number: LKJHJ-T-00017-25-O
● Description: This lesson covers identifying pyramiding and repeater payroll tax debtors. How IRS Revenue Officers investigate responsible officers and employees for recommendation to assess the T.F.R.P. Civil and Criminal Options by IRS against TFRP debtors.
● Dates: 08/12/2025, 08/14/2025 ● Time: 9:00 a.m. to 12:00 a.m. PST
● Instructor: Ivette Yost ● Course Number: LKJHJ-T-00018-25-O
● Description: Focuses on the IRS procedures for asset seizure and sale, including minimum bid worksheets, appeal rights, and case studies.
*Course 19 Bankruptcy and Tax Implications Course Fee: $299.00 Hours: 6 CPE 6
Dates: 09/02/25 & 09/4/25 Time: 2:00 P.M TO 5:00 P.M PST
Instructor: Martha De la chaussee Course Number: LKJHJ-T-00019-25-O
Description: This lesson identifies the different types of bankruptcies that taxpayers may file to attempt discharge of their tax debts before and after meeting the bankruptcy court rules and regulations. In addition, address stipulations, pre- and post-Bankruptcy IRS rules and procedures that will affect collection actions CSED suspensions and recalculations, Discharge rules for abatement of taxes that qualify.
***Additional courses are scheduled to be added. These may include Offer in Compromise, Alter-ego/nominee/transferee liens/seizure/sales, suit to enforce tax liens, suits for fraudulent conveyances.
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