Track 01
IRS Collections Mastery
Transcripts, CSED math, 433-A/B preparation, CNC, installment agreements, OIC reality-check, levy and lien release tactics.
AI-powered continuing education for CPAs, EAs, and tax attorneys handling real IRS collections, audits, and Florida Department of Revenue assessments. Taught from the file room, not the lecture hall.
Built by Keith L. Jones, CPA · IRS & FL DOR controversy practitioner · Circular 230 aligned
Why AI-CE
You already know §6502 exists. The question is what to do at 4:47 PM on a Friday when your client just got a Final Notice of Intent to Levy and the RO won't pick up.
Not generic ChatGPT. A workflow assistant aligned to the IRM, IRC, Florida Statutes Ch. 212/213, and the actual sequence of moves on a live case.
Each module ends with a redacted file, the actual forms used, and a decision tree. No filler theory, no padded CPE hours.
Privacy-respecting, citation-checked, and built so your work product holds up in front of Appeals, Counsel, and the FL DOR.
Curriculum
Transcripts, CSED math, 433-A/B preparation, CNC, installment agreements, OIC reality-check, levy and lien release tactics.
Audit defense, IDR strategy, RAR review, 30-day and 90-day letters, Appeals conferences, Fast Track Settlement, Tax Court petitions.
Ch. 212 sales & use audits, DR-840 protests, F.S. §213.21 compromises, F.S. §213.67 freeze/levy response, responsible-party assessments.
Practical prompt patterns, privacy boundaries under Pub 4557 and IRC §7216, document review, drafting protests, building reusable playbooks.
Who it's for
You keep getting collection calls from existing clients and you're tired of referring the work out. Build the muscle and the workflow.
You already have the rep authority. AI-CE gives you the playbooks, the AI tooling, and the FL DOR depth most national chains never touch.
Financial analysis, RCP math, transcripts, and 433 packaging — the parts of a case where most lawyers lose leverage.
Who's teaching
Florida-based CPA running a tax controversy practice (TheCPATaxProblemSolver™) for taxpayers facing IRS and Florida Department of Revenue collection, audit, and assessment matters. Offices in Jacksonville, Daytona Beach, and Destin.
AI-CE is the curriculum I wish existed when I started taking representation work seriously: practical, statute-anchored, and honest about what AI can and can't do inside a client engagement.
Practice focus
IRS + FL DOR controversy
Coverage
Nationwide IRS · Statewide FL
Standards
Circular 230 · Pub 4557
Tagline
Solving Bad Tax Problems for Good People™
FAQ
Cohort 01 · Limited seats
Tell us where you practice and what you're working on. We'll send cohort dates, pricing, and the first module preview within one business day.