There are many different types of Installment Agreements offered by the IRS and it can be difficult to figure out which one(s) your client qualifies for, or what the best option may be. This course will review the various types of IRS Installment Agreements as well as the steps necessary to establish and maintain the Installment Agreement with Automated Collection Systems (ACS). Including Streamline Installment Agreements, Non-Streamline Installment Agreements, and Partial Pay Installment Agreements. Additionally, you will be shown the role software can play in evaluating and calculating Installment Agreement options. 

Learning Objectives:

• Outline the taxpayer requirements to establish and maintain an Installment Agreement


• Determine the differences between Streamline, Non-Streamline, and Partial Pay Installment Agreements


• Evaluate how to calculate and evaluate the Installment Agreement options to pick the one that is best for the taxpayer


• Summarize the Review of Best Practices in establishing Installment Agreements with Automated Collections System (ACS)

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222