Receiving an IRS balance-due notice can be overwhelming but it doesn’t have to be the end of the road. The IRS offers qualified taxpayers a practical path forward through an Installment Agreement, allowing them to repay outstanding tax debt in manageable monthly payments rather than a lump sum. For millions of taxpayers, this arrangement is the difference between financial paralysis and a clear, structured repayment strategy.
An IRS Installment Agreement is a formal payment arrangement between a taxpayer and the Internal Revenue Service. When full payment isn’t immediately possible, the IRS may allow the debt to be broken into structured installments paid over time — typically within five to six years, and in some cases up to ten years, depending on the taxpayer’s financial situation and the complexity of the case. However, it’s critical to understand that penalties and interest continue to accrue during the agreement, different agreement types carry different requirements, and missing even one payment can trigger a costly default.
As a tax professional, your ability to navigate this process with precision and confidence can be the most valuable service you offer a client in crisis. IRS collection activity is accelerating, and with millions of taxpayers still carrying unresolved balances, practitioners who understand installment strategy will be in high demand. This isn’t just procedural knowledge it’s client retention, firm credibility, and real revenue for your practice.
Join us for our upcoming CPE webinar, IRS Installment Agreements : New Rules, Thresholds & Avoiding Costly Mistakes, where you’ll learn how to identify the right agreement type, prepare a compelling financial package, avoid the most common mistakes that trigger IRS default, and negotiate effectively on your client’s behalf. This session qualifies for 2 CPE credits and is designed specifically for CPAs, EAs, Tax Attorneys, and Financial Advisors.
Topics Covered:
Introduction to IRS Installment Agreements.
Types of IRS Installment Agreements.
Streamlined Installment Agreement Deep Dive.
Case Scenarios: Increasing Tax Liabilities.
Federal Tax Debt Repayment Strategies.
Compliance and Best Practices.
 Learning Objectives:
Describe the overview and eligibility requirements for IRS installment agreements.
Identify the four types of installment agreements and distinguish their key differences.
Analyze real-world case scenarios involving increasing tax liabilities under streamlined agreements.
Explain how the IRS calculates the correct streamlined installment agreement payment amount.
Apply repayment strategies to resolve federal tax debt efficiently and effectively.
Credits and Other information:
Recommended CPE credit – 2.0
Recommended field of study – Taxes
Session Prerequisites and preparation:Â None
Session learning level: Update
Location:Â Virtual/Online
Delivery method:Â Group Internet Based
Attendance Requirement:Â Yes
Session Duration: 120 minutes
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
About Our Speaker
Marc Dombrowski | EA
Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments. He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states. He received the NAEA President’s Award for his contributions to the practitioner community.
As an educator, he received the NAEA’s Excellence in Education Award. He is a former contributor to CNBC, the NAEA’s EA Journal and the Wall Street Journal Online. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute.
