Rs. 9,999/
Gain the skills and knowledge required to excel in IRS representation, ethical practices, and procedural rules with this essential course. Specifically designed for aspiring Enrolled Agents, this program prepares you to handle client representation confidently while ensuring success in Part III of the EA exam.
1) Introduction to IRS Representation
2) Ethical Practices and Circular 230
3) IRS Communication and Client Advocacy
4) Taxpayer Rights and Dispute Resolution
5) Collection Process and Payment Agreements
6) Practice Before the IRS
7) EA Part III Exam Preparation
- Mastery of IRS representation procedures and client advocacy.
- Application of ethical standards and adherence to professional conduct rules.
- Preparation for the EA Part III exam with confidence and clarity.
This course bridges theoretical concepts and real-world practice, empowering you to represent clients effectively while meeting IRS standards. Not only will it prepare you for the EA Part III exam, but it will also elevate your professional credibility and expertise.
- Aspiring Enrolled Agents preparing for Part III of the exam.
- Tax professionals looking to expand their knowledge of IRS representation.
- Accountants and advisors aiming to enhance their ethical and procedural expertise.
No prior knowledge is required. This course is designed for all levels, starting with the basics and building up to intermediate concepts.
24 Hours
1 Month
3 Hours each on Saturday and Sunday Morning
Confirm on WhatsApp or via E-mail
Covers who can practice before the IRS, the rights and limitations of Enrolled Agents, and the representation of taxpayers in various scenarios.
Explains Form 2848 (Power of Attorney and Declaration of Representative), its use, and representation rules.
Discusses Circular 230 guidelines for maintaining confidentiality and safeguarding taxpayer records.
Reviews the duties and obligations of EAs, including due diligence, providing accurate advice, and managing conflicts of interest.
Overview of penalties for taxpayers and practitioners, including accuracy-related penalties, preparer penalties, and ethical violations under Circular 230.
Explanation of the audit process, how to prepare clients for audits, and representation during audits.
Covers collection alternatives, including Installment agreements, offers in compromise (OIC), and lien/levy procedures.
Describes the taxpayer’s right to appeal, the role of the IRS Office of Appeals, and the process for filing appeals.
Introduction to the U.S. Tax Court, the types of cases heard, and the role of EAs in tax litigation support.
Detailed discussion of Circular 230, including Subparts A through D, highlighting rules for practice, disciplinary actions, and best practices.
Guidance on how to request taxpayer information from the IRS under FOIA.
Detailed discussion of Circular 230, including Subparts A through D, highlighting rules for practice, disciplinary actions, and best practices.
Real-life scenarios to test knowledge of ethical standards, procedural requirements, and professional responsibilities.