Date: May 13th, 2026

Time: 3pm ET | 2pm CT | 1pm MT | 12pm 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

A.J. Reynolds, EA,

A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representation. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues.