Self Study Course EA Exam Review – Part 3

Self Study EA Exam Review Course

Self Study Mouse
  • Includes two monthly live classes with TaxMama® &/or her instructors.
  • Includes all THREE Solving the Tax Puzzle Courses
  • Includes replays, recordings and quizzes of all three exams worth of TaxMama’s® Final EA Exam Reviews
  • 12+  hours of FINAL REVIEW recordings per exam
  • That’s 12+ hours of pure quizzing and exam-taking techniques per exam
  • At least 20 – 40 hours of MP3 audio recordings of 9-19 lectures per exam.
  • Lecture notes you can print out and make notes on while listening
  • Links to forms and other tools to use with the class.
  • Access to the (EA) Exam discussion forums
  • Your own blog where you can track your notes and exchange information with other students.

The EA Exam is broken down into three parts, click on the button below for more details on each part of the exam:

Part 1 - Individual TaxationPart 2 - Business TaxationPart 3 - Representation, Practice and Procedures


Part 3 Representation, Practice and Procedures

Part 3- Course Schedule
Part 3- What You Will Learn
Part 3- Materials
Part 3- Course Outline

2011 Self Study Course Schedule

TaxMama’s® Self Study course is the most convenient way for you to pass the IRS Enrolled Agent (EA) Exam. Study at your own pace, on your schedule and access all AUDIO and VISUAL materials online from your office, your home, the beach or the International space station – anywhere your laptop, mp3 player, iPhone or Blackberry will take you. it contains all the notes and audio recordings of the live classes but allows you to learn in your own time.

Note: The 2011 material for the Self-Study course is created as we teach and record the live course. Live course dates are as follows:

Part 1 – May 17, 2011 through June 25, 2011

Part 2 – June 16, 2011 through August 13, 2011

Part 3 – August 30, 2011 through October 22, 2011

Dates are subject to change

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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

All Materials will be shipped within 3 business days, starting after May 5, 2011

  • IRS Circular 230
  • 24/7 Study hall with links to key part 1 materials
  • Access to study buddies and study buddy teams
  • Free tax preparation software including free electronic filing to use for practice returns or real returns
  • TaxMama’s® Ebook, The 100% Home-Based Business Tax Solution
  • The Gleim EA Exam Review books for this exam – covering several years of tax Exam questions and answers.
  • The Gleim EA Exam Review questions and answers DISC for this exam.
  • Fastax software covering 4 years of EA exam questions and answers.
  • Small Business Taxes Made Easy – paperback book

EXTRA SPECIAL BONUS You just might find yourself getting client referrals from TaxMama®. Eva gets requests from taxpayers for tax preparation, consultation, or representation assistance. Eva is not accepting new clients, except in rare instances. So…she is referring them to tax professionals she knows and trusts. If you demonstrate exceptional expertise and creativity (within the tax code) in any area, and you have a positive, pleasant attitude, good ethics, and you have skills in the right State a client needs – you just might find yourself getting a call or an e-mail from TaxMama®, referring a paying client. (Now, who else offers this kind of service?)

Note: The 2011 material for the Self-Study course is created as we teach and record the live course.

Note: If you register late (after a class has started) or need materials shipped sooner than 20 days, you will need to pay FedEx or UPS 2nd day rates of $45.00. Don’t even ask about overnight rates! Those are closer to $80 due to the weight of the books. Also, if you register AFTER the class has started we may be out of books and disks, and you may have to wait up to two weeks for our special orders to arrive.

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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
Lecture 2 – Juicy piece – E-Services – for enrolled and for unenrolled preparers
Lecture 3 – Fascinating piece- Working with Non-Filers
Lecture 4 – Mystery piece – Getting ready for an audit
Lecture 5 – Reconciling Piece – Reviewing the Audit Workpapers
Lecture 6 – Fixing piece – What to do after a bad audit – Appeals, mediation and…
Lecture 7 – Worst piece – Sanction and Penalties and your defenses
Lecture 8 – Favorite piece -
Legal Authority and Research, Statutes, Communications, FOIA
Lecture 9 – Misunderstood piece- Collections – dealing with notices, unpaid taxes and balances due
Lecture 10 – Shared piece – Reviewing your Forms 9465, 433s and 656
Lecture 11 – Courtly piece – Tax Court and Beyond and Reviewing your Tax Court Petition
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

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Self Study Course Information
Part 1
Part 2
Part 3
$395
$530
$395
How Does It Work?

Listen to Eva explain:

Watch the replay of the session:

Link to the replay of Everything you wanted to know about the EA Exam

Download the course orientation

These are some of the audio and visual replay tools that you will use if you miss a class