TAX PROBLEM RESOLUTION MASTER CLASS PART 1

Unlock High-Margin Tax Resolution Revenue—Without Needing

an EA or CPA License

to Start.

Learn Joe DiChiara,

CPA’s step-by-step framework to analyze IRS

notices, pull transcripts, gather evidence,

and build audit-ready case files that Senior

Practitioners will pay you to prepare.

Enroll in Part 1 Master Class Now →Backed by Bedrock360's 100% Practical Knowledge Guarantee

TAX PROBLEM RESOLUTION MASTER CLASS PART 1

Unlock High-Margin Tax Resolution Revenue—Without Needing

an EA or CPA License

to Start.

Learn Joe DiChiara, CPA’s step by-step framework to analyze IRS notices, pull transcripts, gather evidence, and build audit-ready case files that Senior Practitioners will pay you to prepare.

Enroll in Part 1 Master Class Now →Backed by Bedrock360's 100% Practical Knowledge Guarantee

When a client calls in a panic holding an IRS CP504 Intent to Levy notice, what do you do?

Most bookkeepers panic, turn the client away, and lose thousands of dollars in revenue. Meanwhile, bookkeeping is becoming a low-margin commodity. Learning IRS case-support bridges the gap between basic data entry and high-value advisory work.

Claim Your Seat & Master IRS Case Support →Backed by Bedrock360's 100% Practical Knowledge Guarantee

When a client calls in a panic holding an IRS CP504 Intent to Levy notice, what do you do?

Claim Your Seat & Master IRS Case Support →Backed by Bedrock360's 100% Practical Knowledge Guarantee

Learn the Process Behind

Professional IRS Case Preparation

Stop guessing what to do with an IRS problem. Learn a repeatable system for turning scattered client information into a case-ready file.

Learn the Process Behind

Professional IRS Case Preparation

Stop guessing what to do with an IRS problem. Learn a repeatable system for turning scattered client information into a case-ready file.

- WHO IS THIS FOR? -

Different Roles. Same Opportunity.

Whether you're just starting or looking to add a new revenue stream, this training is for you.

BOOKKEEPERS

Add a profitable diagnostic service to your existing client base without taking on legal representation risks.

TAX PREPARERS

Stop handing off frantic clients when IRS notices arrive; perform the case triage in-house.

ASPIRING PROFESSIONALS

Build real-world compliance confidence before sitting for formal EA or CPA exams.

- WHO IS THIS FOR? -

Different Roles. Same Opportunity.

Whether you're just starting or looking to add a new revenue stream, this training is for you.

BOOKKEEPERS

Add a profitable diagnostic service to your existing client base without taking on legal representation risks.

TAX PREPARERS

Stop handing off frantic clients when IRS notices arrive; perform the case triage in-house.

ASPIRING PROFESSIONALS

Build real-world compliance confidence before sitting for formal EA or CPA exams.

LEARN FROM JOE DICHIARA CPA

More than 40 years of experience in accounting, taxation, business, and complex tax problems.

Joe created this Master Class because the work that makes a tax resolution case usable is often missing from traditional accounting education.

Learn how experienced professionals approach the beginning of a case: identify the real issue, verify what the records show, control the deadline, document the analysis, and prepare the file so the next professional can make an informed decision.

Part 1 gives you a disciplined foundation. It teaches you to become useful, accurate, organized, and aware of your professional limits.

Learn the Process Behind Professional Case Preparation →

Do I need to be a US CPA or Enrolled Agent?

No. Part 1 focuses on case-support skills and explains the difference between supporting a case and representing a taxpayer.

Will this course authorize me to represent taxpayers before the IRS?

No. Completing the course does not grant representation rights, a professional license, or authority beyond your existing credentials.

Is this course suitable for Filipino accountants?

Yes. The program is designed for professionals who work with or want to support US accounting and tax firms, including Filipino and other international accounting professionals.

Is this a tax return preparation course?

No. The focus is what happens when a taxpayer has an IRS problem, including intake, triage, transcript analysis, financial documentation, workpapers, and case assembly.

Will I learn to negotiate directly with the IRS?

Part 1 develops the case-support foundation. Direct representation and negotiation require appropriate authority and are addressed separately for qualified professionals in the advanced program.

Is employment or client work guaranteed?

No. The program provides education and practical skill development. It does not guarantee employment, clients, income, promotion, certification, or licensing.