Date: November 17th , 2025

Time: 2pm ET | 1pm CT | 12pm MT | 11am PT

Duration: 120 minutes

Description:

This CE Tax Webinar provides a systematic approach to guiding non-compliant taxpayers towards full compliance. Using the EA Care Package framework, the program demonstrates effective interview techniques for identifying key taxpayer issues and builds transparency around financial disclosures and payment expectations once an agreement is signed. Participants will practice completing relevant forms and using targeted strategies to help clients change behavior and become compliant before approaching the IRS for resolution. Numerous real-world examples and sample documents are discussed to ensure practical application.

Topics Covered:

• Onboarding forms and initial consulting agreements
• Email transmittals for client engagement
• IRS Form 2848 — Power of Attorney and Declaration of Representative
• IRS Form 8821 — Tax Information Authorization
• Understanding & responding to IRS Notice CP 14
• Reviewing wage and income transcripts

Learning Objectives

• Outline key initial interview questions to accurately assess a client’s compliance status and timeline.
• Explain the role and importance of compliance in IRS representation cases, including effective communication strategies to educate clients.
• Analyze how to extract basic financial information from taxpayers for representation or resolution purposes.
• Review the proper procedures for preparing and submitting IRS Forms 2848 (Power of Attorney) and 8821 (Tax Information Authorization) for new representation clients.
• Discuss the meaning and relevance of common IRS collection letters, such as CP 14, to pinpoint a client’s position in the collection process.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments.  He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states. He received the NAEA President’s Award for his contributions to the practitioner community.

As an educator, he received the NAEA’s Excellence in Education Award. He is a former contributor to CNBC, the NAEA’s EA Journal and the Wall Street Journal Online. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute. In addition to several Chapter EA speaking engagements, he has spoken for the NYS Society of EA’s, CA Society of EA’s, Florida EA Society, Missouri Society, NJ Society, Tennessee, Washington, Arizona, Michigan, Georgia, Louisiana, New England EA’s, Utah EA Society, NATP and the Ohio EA Society’s Annual Convention(s).  He has collaborated with Tax Practice Pro to provide several Collections Webinars and Podcasts that qualify for Continuing Education on IRS and State Collection Topics. Marc is also a FINRA Arbitrator.