Date: May 15th , 2026

Time: 3pmET | 2pm CT | 1pm MT | 12pm PT

Duration: 120 Minutes

Description:

IRS e-Services is a secure, web-based suite of tools that enables tax professionals, reporting agents, mortgage industry participants, payers, and other authorized users to complete transactions efficiently with the IRS. These tools reduce reliance on phone support—often impacted by long wait times—by providing faster, more direct access to critical information.

As regular interaction with the IRS is a core part of tax practice, mastering e-Services has become essential for efficient practice management. Traditional communication methods are increasingly time-consuming and unreliable. In contrast, e-Services offer a streamlined and dependable way to perform due diligence, access taxpayer data, and manage client matters with greater accuracy and speed.

The IRS e-Services platform includes key tools such as the Transcript Delivery System (TDS), Taxpayer Identification Number (TIN) Matching, e-File Provider Services, and Affordable Care Act (ACA) and State Agency Services.

In an environment where IRS procedures continue to evolve, tax professionals must adapt to maintain efficiency and responsiveness. This IRS-approved webinar provides practical guidance on leveraging e-Services to access, analyze, and interpret client information more effectively.

Learning Objectives:

• Evaluate the range of IRS e-Services tools available to tax professionals.
• Apply e-Services functionalities within a modern tax practice environment.
• Analyze and interpret IRS Account Transcripts.
• Identify key changes associated with the transition to the Tax Pro Account (2021–2022).

Session Highlights :

• Overview of IRS e-Services.
• Setting up and navigating the IRS Tax Pro Account.
• Requesting Power of Attorney (POA) for individual clients.
• Understanding IRS notices and letters.
• Practical strategies for using e-Services effectively.
• Reviewing and interpreting account transcripts

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Eric Green , J.D. LLM

Mr. Eric Green  is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York.  The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services.

He is a frequent lecturer on tax topics for many national organizations, including Insightful Accountant, CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs.  Attorney Green has served as adjunct faculty at the University of Connecticut School of Law.  He was the author and lecturer of the CCH IRS Representation Certificate Program, and has served as a columnist for CCH’s Journal of Practice & Procedure. He is the founder of Tax Rep LLC which coaches accountants and attorneys on building their own IRS Representation practices, and is the host of the weekly Tax Rep Network Podcast.