Playing Chess with the IRS

Recorded On: 10/26/2022

  • Registration Closed

Successful resolution of a taxpayer’s IRS situation requires effective communication with clients and efficient workflow processes for each stage of a case.  This program will focus on key points for navigating through your client’s case.  Key points include:

1) Having a Plan;
2) Rules of Engagement;
3) Know your Arsenal of Tools, Rights and Options.  

Included are practical how-to’s as well as completed sample forms.  This course will give you a strong overview of what options you should consider, based on the client’s situation, so you can focus on a winning strategy.

Learning Objectives

At the end of this course, you will be able to:

  • Initiate client contact procedures, procuring useful documents and information for a successful consultation with appropriate scheduling.
  • Address the client with sensitivity and communicating a technical plan of action clearly. Understanding the psychology behind the taxpayer in trouble.
  • Obtain proper authorization (Form 2848, 8821) and correct representation declarations.

CPE: 0

NSA Webinar Program Level: Basic
Prerequisites: None   
Advance Preparation: None   
Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.


Sarah Fields

Sarah Fields is an IRS enrolled agent and tax controversy manager at Rosefelt Tax Law.  The firm represents individuals and businesses with serious domestic and international tax and financial issues out of offices in the Washington D.C. Metro area Florida and throughout the United States.  

Sarah has extensive experience in working with IRS and state tax controversy cases daily for clients and specializes in Collection matters.  Since 2008 she has worked for top attorney-CPAs in the New York metro area and earned NAEA’s prestigious NTPI Fellow designation in 2016. She holds degrees in Accounting and Engineering and has spoken on offers-in-compromise at the NYU Tax Forum in New York City, National Association of Enrolled Agents educational programs, various state bar associations and for CPA Academy.  

Components visible upon registration.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants 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:

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at