The EA Exam and therefore this EA Exam course is broken down into three parts:

  • Part 1 – Individual Taxation – May 4 – June 22
  • Part 2 – Business Taxation – May 3 – August 15
  • Part 3 – Representation, Practice & Procedures – August 27 – October 19

(Yes some Part 1 classes are included in Part 2 – that’s why the dates overlap)

Register Here

 

Part 1 - More Information Part 2 - More Information Part 3 - More Information

Part 3 Course Dates

  • Orientation is on Saturday May 4 2019 at 8:00 am to 10:00 am (PACIFIC)
  • Part 3 Classes start August 27 and run through October 19th

Dates are subject to change

If dates are not compatible with your schedule, check out TaxMama’s® Self Study Course – it contains all the notes and audio recordings of the live classes but allows you to learn in your own time

What You Will Learn

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

  • how to draw clients out and get information from them
  • how to protect your practice from client conflicts and lawsuits
  • how to maintain an ethical practice, in the face of client ‘persuasion’ to assist them in little falsehoods
  • how to find loopholes to help cut taxes legally
  • how to find the information you need to address a client’s issues
  • how to prepare an individual tax return – from inception to filing
  • Personal attention from TaxMama to guide you
  • Study Buddies to work with

Materials

  • Gleim’s EA Part 1 book and test prep software
  • Fast Forward Academy EA Exam testing software
  • Access to study buddies and study buddy teams
  • Access to free conference systems to study with buddies
  • The Tax Book WebLibrary (included in Live class only, with all three parts ordered)
  • TaxMama’s® book Deduct Everything! (For Part 1)
  • TaxMama’s® book Small Business Taxes Made Easy (for Part 2)
  • Special tools and cheat sheets available nowhere else
Register Here

 

Part 1 - More Information Part 2 - More Information Part 3 - More Information

 

Course Outline

Orientation – Familiarity with Materials Homework assignments and Study Buddy arrangements – May 4

  •  Lecture 1 – Overview of Circular 230 responsibilities and privileges and the POA
  • Lecture 2 – Juicy piece – E-Services – for enrolled and for unenrolled preparers
  • Lecture 3 – Juicy piece – Fascinating piece- Working with Non-Filers
  • Lecture 4 – Mystery piece – Audit 101 – Audit Fundamentals
  • Lecture 5 – Tax Research for Free – Legal Authority and Research, Statutes, Communications, FOIA
  • Lecture 6 – Worst piece – Sanction and Penalties and your defenses
  • Lecture 7 – Mystery piece – Reviewing the Audit Workpapers
  • Lecture 8 – Fixing piece – What to do after a bad audit – Appeals, mediation and…
  • Lecture 9 – 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

 

We will provide some insider information on how to file the following applications for clients, so you can learn how to represent your clients before the IRS and reduce their tax debts:

  • Installment Agreement
  • Form 433 series – financial reports
  • Offer in Compromise