1. IRS Transcripts in Just 10 Seconds
Presented by: Irina N Bobrova, MST, EA, CAA, NTPI Fellow

3. What you need to use PitBullTax Transcripts?
Access to IRS e-Services with TDS (Transcript Delivery System)
Form 2848 or Form 8821 registered with CAF Unit of the IRS

4. 500% FASTER SPEED!
It takes less than 10 seconds to pull IRS Transcripts for 1 year and prepare analytical reports

5. IMPROVED REPORTS PACKAGE
Income Tax Liability
Compliance
Estimated Collection Statute Expiration Date (CSED)
First Time Penalty Abatement (FTA) Eligibility
Civil Penalties
Estimated Civil Penalty CSED
Payroll Tax Liability / Form 941 (business clients only)
Payroll Tax Liability / Form 940 (business clients only)
Bankruptcy Dischargeability
Account Transcript Summary
Payment Summary

6. CUSTOMIZABLE REPORTS
Brand your reports and adjust them to your preferences, and even create a completely new reports based on the data from the transcripts.

7. What events trigger CSED tolling?
Offer in Compromise
Bankruptcy
CDP Hearing
Innocent Spouse Claim
Pending Installment Agreement
Military deferment
Tax Court Petition
+ 30 days
+ 180 days
+ 90 days
+ 60 days

8. 3 Rules of Tax Discharge in Bankruptcy:
3-Year Rule
tolled by Bankruptcy & CDP Hearing
2-Year Rule
240-Day Rule
tolled by OIC, Bankruptcy & CDP Hearing

9. Additional Considerations in Bankruptcy:
Fraud
Survival of Liens
“McCoy Rule”
SFR / The Beard Test
Penalties discharge after SFR

10. DAILY ALERTS
Get notifications on important changes on your clients’ accounts 2 weeks before you get a notice in the mail.

11. Some Examples of Daily Alerts:
290 – Additional tax assessed
922 – Review of unreported income
971 – Collection due process Notice of Intent to Levy - issued
532 – Account currently considered collectable
582 – Lien placed on assets due to balance owed
781 – Offer in compromise terms not met
608 – Write-off of balance due
583 – Lien released
780 – Offer in compromise accepted
971 – Full bankruptcy discharge

12. ACCURACY
Morgan King
In law practice since 1971, specializing in consumer bankruptcy and delinquent tax matters. Author of 7 books on consumer bankruptcy law as well as IRS delinquent tax remedies, including so-called “bible” for tax discharges in bankruptcy. Director of King Bankruptcy Practice, which publishes books and conducts courses and seminars for consumer bankruptcy attorneys.

13. PLANS & PRICING

14. TODAY’s OFFER 20% Discount on PitBullTax Transcripts &
IRS Transcripts Delivery & Reporting add-on
Promo code: 10SECONDS

15. What current users need to do next week:
Update PitBullTax Connector when prompted
Re-enter your e-Services credentials in the PitBullTax Connector
Don’t pay attention to “Offline” status, as it’s totally NORMAL. Request transcripts when you see “Offline” status as you normally do

16. PitBullTax Mobile

17. QUESTIONS? How to Contact Us Phone: 877-474-8285
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