IRS Client Case Strategies with Martha De la Chaussee and Ivette Yost Former IRS Collection Revenue Officers | Trainers | Mentors 🚨 Tired of guessing your way through IRS audits, debts, or payroll tax cases?
Now you can learn real-world, insider strategies that get results — from someone who’s been on the inside. 👩‍🏫 Martha De la Chaussee and Ivette Yost bring over 40 years of frontline IRS experience to help YOU:

✅ Build confidence handling IRS cases

✅ Resolve audits, wage levies, and tax debts like a pro

✅ Convert tough tax issues into high-paying client work

✅ Scale your tax resolution practice with integrity

💼 Whether you're just starting or want to sharpen your edge, this training is your shortcut to success in IRS tax representation. 💥 What You’ll Learn: ✔️ Case Interviewing Frameworks
✔️ IRS Collection Tactics (and how to counter them)
✔️ Installment Agreements & Offer in Compromise
✔️ Payroll Tax Resolution Secrets
✔️ Real Case Walkthroughs from IRS files And more. 🎓 High-Impact Mentorship for Professionals Ready to Grow
Let Martha and Ivette show you what works — and how to win. 📞 Spots are limited. Call now: 323-344-2294
🌐 Learn more Below.

What We Offer

On Demand learning provided by former IRS Collection Revenue Officers and Enrolled Agents.

Mentorships available. Call 323-344-2294 for information.

Structured learning

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.

Community & Networking

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.

Learn with the best

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.

TESTS are required for SELF-STUDY Courses to get CPE credit. Tests are included with each course as an attachment. Each test must be emailed to instructor for grading and processing CPE credit to IRS CPE Processing Center.

Get certified

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 1: IRS Legal & Procedural Resources

Course Fee: $29.00
Hours: 2
CPE Credit: 2
Date:
Time: 2:00 p.m. to 4:00 p.m. PST
Instructor: Martha De la Chaussee
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. Resources covered include both online and offline tools.

Course 2: Client Acquisition and Initial Contact

Course Fee: $49.00
Hours: 2
CPE Credit: 2
Date:
Time: 2:00 p.m. to 4:00 p.m. PST
Instructor: M. De la Chaussee
Course Number: LKJHJ-T-00002-25-S

Course 3: Entity Structures and Tax Liability

Course Fee: $149.00
Hours: 4
CPE Credit: 4
Dates:
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 4: Client Case Management

Course Fee: $99.00
Hours: 2
CPE Credit: 2
Dates:
Time: 2:00 p.m. to 4:00 p.m. PST
Instructor: Martha De la Chaussee
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: $99.00
Hours: 3
CPE Credit: 3
Dates:
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: $99.00
Hours: 3
CPE Credit: 3
Date:
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.

Course 8: Internal Revenue Service Tax Assessments & Statutes

Course Fee: $99.00
Hours: 4.
CPE Credit: 4
Dates:
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.

Course 9: Tax Delinquency Investigations (TDI)

Course Fee: $99.00
Hours: 4
CPE Credit: 4
Dates:
Time: 9:00 a.m. to 11:00 a.m. PST

Instructor: Ivette Yost YOU NEED TO RE-DO dates and times to + 6 units per IRS CPE Credits provided.

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.

Course 10: Tax Audits

Course Fee: $149.00
Hours: 5
CPE Credit: 5
Dates: October 14, 2025 and October 16, 2025
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.

Course 11: Taxpayer Delinquency Account (TDA) Balance Due

Course Fee: $99.00
Hours: 6
CPE Credit: 6
Dates:
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.

Course 12: Financial Statement Handbook and Analysis

Course Fee: $299.00
Hours: 6
CPE Credit: 6
Dates:
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.

Course 13: Installment Agreements

Course Fee: $199.00
Hours: 4
CPE Credit: 4
Dates:
Time:
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.

Course: Lien Discharge, Subordination, Withdrawal, and Release

Course Fee: $149.00
Hours: 3
CPE Credit: 3
Date: 08/05/2025
Time: 9:00 a.m. to 12:00 p.m. PST
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.

Course: Currently Not Collectible

Course Fee: 149.00

Hours: 9:00 a.m to 12:00 p.m. PST

CPE Credit:6

Date:08/12/25 & 08/14/25

Time: 9:00 a.m thru 12:00 P.M PST

Instructor: Ivette Yost

Program Number: LKJHJtT-00022-25-o

Description: Explanation of currently not collectible determination on balance due client cases. When to request a currently not collectible (CNC) with IRS. Case studies included.

Course : Trust Fund Recovery Penalty Investigations Leading to Fraud

Course Fee: $149.00
Hours: 3
CPE Credit: 3
Dates: 08/21/2025
Time: 9:00 a.m. to 12:00 a.m. 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.

Course 19 Bankruptcy and Tax Implications Course

Fee: $199.00

Hours: 6 CPE

Dates: September 02, 2025 and September 04, 2025

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.

Course:IRS Appeals

Course Fee: $149.00
Hours: 3
CPE Credit: 3
Date: September 09, 2025
Time: 9:00 a.m. to 12:00 p.m. PST
Instructor: Martha De la Chaussee
Course Number: LKJHJ-T-00016-25-O

This lesson encompasses the various types of IRS appeals, how, when, why, who, what, where to file these appeals to protect taxpayers’ rights.

Course: Priority of Liens

Course Fee: $149.00
Hours: 3
CPE Credit: 3
Dates: September 23, 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.

Course: Alter Egos and Nominees

Course Fee: $149.00

Hours: 3

CPE 3

Dates: 10/28/2025

Time: 9:00 a.m. to 12:00 a.m. PST

Instructor: Ivette Yost

Course Number: TBD

Description: TBD

Course 22 Introduction to Fraud Investigations