Begin here. Watch Jim's welcome video, learn how the community works, and submit your first Q&A question.

Submit a question to Jim, and browse past Q&A sessions.

IRS penalties are common, costly, and potentially removable — if you know the right approach. This module covers how to evaluate penalty relief options, when each method applies, and how to navigate the IRS abatement process effectively. Real case examples show what works and what doesn't.

When a client owes the IRS and hasn't resolved it, enforcement follows — liens, levies, wage garnishments, passport restrictions. This module covers every collection alternative, how to choose the right one, and how to protect your rights at every stage of the IRS enforcement sequence using real case examples.

The OIC is one of the most misused tools in IRS resolution. This module covers whether an OIC is actually the right move, and when a different collection alternative resolves the case faster. Knowing when not to use it matters as much as knowing how.

I pull transcripts before I do anything else on a client IRS case. This module goes deep into account and wage and income transcripts — how to pull them, and how to read the transaction codes that show exactly what the IRS has done and what's coming next.

Checklists, scripts, and guides covering the most common IRS situations — built to complement the case study videos and work on real cases.