Part 3 – Representation, Practice and Procedures

TaxMama’s Enrolled Agent (EA) Exam Review Course

Course Dates What You Will Learn Materials Course Outline

Course Dates

– Orientation is on Saturday May 6, 2017 at 8:00 am to 10:00 am (PACIFIC)

– Regular Part 3 classes start August 22 and run through Saturday October 28th

Dates are subject to change

There will be no classes on Labor Day Weekend and during High Holy Days in September

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What You Will Learn

The course will include TaxMama’s® special twists, teaching you more than tax law – you’ll learn:

  • What it means to be a tax professional under IRS Circular 230
  • How to do Tax Research – and to understand what you find
  • Professional Ethics
  • IRS’s Electronic Services and how to use them to your advantage
  • Sanctions and Penalties – and how to defend against sanctions
  • How to prepare and use a Power of Attorney
  • How to prepare an Installment Agreement
  • How to prepare an Offer in Compromise
  • How to prepare your records for a tax Audit
  • How get liens and levies lifted
  • How to use the Appeals Process and Other Remedies
  • How to use Tax Court and when you must use the Federal Court System
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Materials

  • Gleim’s EA Part 3 book and test prep software
  • IRS Circular 230 (inside Gleim Part 3 book)
  • Fast Forward Academy EA Exam Part 3 testing software (included, only with all three parts ordered)
  • Access to study buddies and study buddy teams
  • Access to free conference systems to study with buddies
  • The Tax Book Web Library (included only with all three parts ordered)
  • TaxMama’s® book Small Business Taxes Made Easy – autographed
  • Special tools and cheat sheets available nowhere else
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Course Outline

  • Orientation – Familiarity with Materials, Homework assignments and Study Buddy arrangements
  • Lecture 1 – The big Picture – Overview of Circular 230 responsibilities and privileges and the POA (2 Ethics)
  • Lecture 2 – Juicy piece – E-Services – for enrolled and for unenrolled preparers
  • Lecture 3 – Worst piece – Sanction and Penalties and your defenses (2 Ethics)
  • Lecture 4 – Favorite piece – Legal Authority and Research, Statutes, Communications, FOIA
  • Lecture 5 – Fascinating piece- Working with Non-Filers
  • Lecture 6 – Mystery piece – Getting ready for an audit
  • Lecture 7 – Reconciling Piece – Reviewing the Audit Workpapers
  • Lecture 8 – Fixing piece – What to do after a bad audit – Appeals, mediation and…
  • Lecture 9 – Misunderstood piece- Collections – dealing with notices, unpaid taxes and balances due
  • Lecture 10 – Courtly piece – Tax Court and Beyond and Reviewing your Tax Court Petition
  • Lecture 11 – Shared piece – Reviewing your Forms 9465, 433s and 656
  • Lecture 12 – Making your piece – Final Questions and Pulling it all together

You will get data from sample clients to input into your own tax software or forms. You will get profiles of different types of clients, with respectable levels of complexity.

  • Form 2848 – The Power of Attorney
  • Form 433 series – Financial Statements for IRS
  • Form 9465 – Installment Agreement
  • Form 656 – Offer in Compromise
  • Key Audit Workpaper – Proof of Cash
    Tax Court Petition

Note: We reserve the right to change the order of the courses