From Setup to Access: Mastering the IRS Tax Pro Account & Transcripts
From: $179.00
Date: October 17th , 2025
Time: 2pmET | 1pm CT | 12pm MT | 11am PT
Duration: 120 minutes
As a tax professional, navigating the maze of IRS forms, transcripts, and payment options can be overwhelming. Do you know when to use IRS Form 2848 or Form 8821? Are you familiar with the nuances of setting up an IRS Tax Pro Account?
This CE course is designed for both new and experienced tax professionals who want to master the critical aspects of IRS documentation and client management. From securing Power of Attorney to accessing IRS transcripts and initiating payment plans, we’ll guide you through the tools and strategies necessary to efficiently represent your clients before the IRS.
This hands-on course demystifies the Tax Pro Account system, ensuring you’re equipped to streamline your IRS interactions and support clients with compliance, resolution, and transparency.
Key Topics Covered:
Know how to prepare an IRS POA form 2848 and 8821 Tax Authorization.
Analyze IRS Installment Agreement knowledge.
Review set up of an IRS Tax Pro Account and why.
Discuss the IRS Account and wage & Income Transcripts.
Interpret IRS Wage & Income Transcripts.
Learning Objectives:
Differentiate between IRS Form 2848 (Power of Attorney) and Form 8821 (Tax Information Authorization).
Identify when and how to use each form appropriately for client representation.
Set up and manage an IRS Tax Pro Account effectively.
Access and interpret IRS transcripts to assess taxpayer compliance status.
Understand options available to taxpayers with outstanding balances, including installment agreements.
Communicate IRS procedures clearly to clients, improving client service and compliance.
Credits and Other information:
Recommended CPE credit – 2.0
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Update
Location: Virtual/Online
Delivery method: Group Internet Based
Attendance Requirement: Yes
Session Duration: 120 minutes
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
About Our Speaker
Marc J. Dombrowski, EA, is a nationally recognized expert in IRS and state tax collections. He specializes in resolving complex cases involving IRS settlements, tax lien releases, and corporate officer assessments. With a career spanning over three decades, Marc has built a reputation as a leading voice in taxpayer representation and collections strategy.
An Enrolled Agent licensed to practice before the IRS in all 50 states, Marc has been educating tax professionals on advanced collection topics since 1994. His expertise has earned him the NAEA President’s Award for contributions to the tax practitioner community, as well as the NAEA Excellence in Education Award for his outstanding work as an instructor.
Marc is a seasoned educator with the National Tax Practice Institute (NTPI), where he teaches at Level I, II, III, and Graduate levels. His speaking engagements span a wide range of national and state-level organizations, including: