What an Enrolled Agent Can Do for Your Firm (Currently Unavailable)

Author: Eva Rosenberg

CPE Credit:  1 hour for CPAs
1 hour Federal Tax Law for CTEC
1 hour Federal Tax Related for EAs and OTRPs

This webcast will provide details about the kinds of skills and services an enrolled agent can bring to a tax and/or accounting firm. CPA candidates are valuable in the audit and write-up arena; however, an Enrolled Agent may represent clients before the IRS or state authorities with a different approach. A few Enrolled Agent benefits include permission to log into your e-services account, or call the IRS to get client transcripts or data. It also only takes 6 months or less to be a certified Enrolled Agent.. In order to earn their T-cards, Enrolled Agents must learn how to do IRS representation.

Learn how valuable your staff can become as enrolled agents ­ and free up your time to do more important things ­ (like going fishing).

Publication Date: May 2015

Designed For
Practitioners at all levels regardless of practice concentration, who would like to expand their practice to focus on IRS audit and collections representation. Firms who would like to make better use of their CPA candidates’ time.

Topics Covered

  • EA licensing
  • Researching background tax issues for clients
  • Value of staff on your IRS power of attorney
  • Responding to IRS notices and calls
  • Getting collections holds and levy releases
  • Preparing installment agreements
  • Getting Offers in Compromise and settlements

Learning Objectives

  • Recognize how to turn your CPA candidates into enrolled agents (EAs).
  • Identify the tasks EAs can perform for the firm and for clients.

Level
Overview

Instructional Method
Self-Study

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None

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