The EA Exam consists of 3 parts. 2021 Class dates are:

 
  • Orientation: May 1
  • Part 1   May 4 - June 12
  • Part 2  May 27 - August 7
  • Part 3  August 21 - October 2

Live Online Course Schedule:

(Click here for Master Class Calendar)

All classes meet at 4 - 6  pm on Tues/Thurs and 8 am - noon Saturdays - Pacific Time

Register Here

 

Part 3 Course Dates

  • Orientation is on Saturday May 1st 2021 at 8:00 am to 10:00 am (PACIFIC)
  • Part 3 Classes start August 22nd and run through October  3rd

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

  • Lambers Test Prep Software
  • Fast Forward Academy EA Exam testing software (only with all three parts)
  • 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 Small Business Taxes Made Easy (for Part 2)
  • Special tools and cheat sheets available nowhere else
Register Here

 

Course Outline

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

  •  Lecture 1 – Tax Research for Free
  • Lecture 2 – Working with Non-Filers
  • Lecture 3 – Overview of Circular 230 – 2 hours Ethics
  • Lecture 4 – Audit 101
  • Lecture 5 – E-Services – 3 Hour Class
  • Lecture 6 – Sanctions and Penalties – 2 hours Ethics
  • Lecture 7 – Reviewing Audit Workpapers
  • Lecture 8 – After a Bad Audit – Appeals
  • Lecture 9 – Collections Strategies
  • Lecture 10 – Tax Court
  • Lecture 11 – Reviewing the 433s and 9465

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