myCPE

IRS Representation Essentials Certificate (IRSREC)

From Pro Account Setup to IRS Defense

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3500+

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Last Updated

June, 2025

Multiple
22
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
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What You’ll learn

Tired of feeling stuck when clients face the IRS? This certificate course is your go-to guide for tax professionals, CPAs, and enrolled agents who want to represent clients with authority. You'll learn to handle IRS accounts, defend taxpayer rights, and respond strategically to IRS actions. Gain clarity, confidence, and certification—all in one place.

Get Deeper Understanding of:

  • How the IRS Tax Pro ecosystem really works
  • The nuances of working with the Taxpayer Advocate
  • The IRS’s communication channels and their real impact
  • What client protections exist beyond the Code
  • The mindset and responsibilities of an effective IRS representative

Recommended For:

  • EAs, AFSPs, and Tax Attorneys seeking practical, intermediate-to-advanced training in IRS procedures, taxpayer rights, and official representation standards—ideal for those aiming to elevate their practice beyond basic tax prep.
  • Professionals working in tax resolution, compliance, or audit support who want to deepen their knowledge of IRS communications, client advocacy, and transcript analysis to more effectively manage taxpayer issues.
  • Individuals interested in building expertise in IRS interactions and taxpayer defense strategies while gaining real-world insights into how to assist clients during IRS inquiries or disputes.

Why take the IRS Representation Essentials Certificate (IRSREC) with MYCPE ONE?

Resources included

  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Career Opportunities

  • IRS Representative
  • Tax Advocate
  • Compliance Consultant
  • Resolution Specialist
  • IRS Coordinator

Value Addition to your skills

  • Procedural Knowledge
  • Client Advocacy
  • Compliance Strategy
  • Representation Skills
  • Risk Mitigation

Courses

Course Title Time Credits Learning Format
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Federal Tax Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Federal State Ethics for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Federal Tax Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Federal State Ethics for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-01606-23-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Understand key IRS statutes of limitation and their implications.
  • Apply IRS audit and collection rules to real-world scenarios.
  • Determine applicability of the Administrative Procedures Act and potential practitioner penalties.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01104) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01104) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02552-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Discuss how to complete Forms 2848 and 8821 accurately.
  • Analyze IRS compliance and collection resolution options for clients.
  • Identify the assessment and notice processes, and distinguish between a lien and a levy.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01823) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01823) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02255-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Prepare IRS Forms 2848 and 8821, and set up a Tax Pro Account.
  • Analyze IRS Installment Agreement procedures and authorization tools.
  • Interpret IRS Account and Wage & Income Transcripts for client resolution.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01112) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01112) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02550-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Review various IRS e-Services products and transcripts of account.
  • Analyze practical applications of e-Services in tax practice.
  • Identify key changes introduced with the Tax Pro Account from 2021 to 2022.
5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01027) 5 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01027) 5 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02565-25-S) 5 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 5 CPE Eligible
On Demand (video)
  • Identify legal and ethical considerations when providing documents to the IRS.
  • Discuss how to handle information and collection requests, interviews, and summons.
  • Analyze IRS procedures for delinquent returns and protecting client interests.
3 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 3 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01233) 3 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 3 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01233) 3 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01521-23-S) 3 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
On Demand (video)
  • Identify key sections of the IRS online platform and their main features.
  • Define eligibility and ineligibility criteria for taxpayer assistance.
  • List taxpayer rights and apply process roadmaps for navigating the IRS system.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01105) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01105) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02549-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Analyze IRS abbreviations and the structure of common collection letters.
  • Identify how collection letters align with specific IRS units and case stages.
  • Determine the sequence from assessment to levy, installment agreement, or appeal.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01930) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01930) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02382-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Explain the taxpayer’s right to representation and recognize violations by ROs or RAs.
  • Advise clients on the risks of non-cooperation and how to report IRS overreach.
  • Use appeal rights to seek intervention from a Settlement Officer when needed.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01886) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01886) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02331-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
On Demand (video)
  • Identify key provisions of the Taxpayer Bill of Rights and dispute resolution options.
  • Develop strategies to challenge unfair IRS practices and advocate for clients.
  • Analyze how to use taxpayer rights to achieve favorable outcomes in audits and appeals.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00164) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00164) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01864-24-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
On Demand (video)
  • Identify key differences between audit and collection statutes, and what tolls them.
  • Recall strategies to help clients avoid future tax issues, including estimated payments.
  • Recognize malpractice risks, 90-day letter responses, trust fund penalties, and Offer in Compromise basics.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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A Game Changer

“This course helped me finally understand how to respond confidently to IRS letters without second-guessing myself. It breaks down things like transcript access and taxpayer rights in a way that actually makes sense. Now I don’t panic when clients bring IRS notices—I'm ready. 💼✉️”

Tina Mendez

Tina Mendez, EA

Tax Preparer

Loving MYCPE ONE!

“The MYCPE ONE platform makes it so easy to track my credits and take courses at my pace. I knocked out this certification in a week without missing a beat at work. 💻✅”

Derrick Collins

Derrick Collins, AFSP

Junior Tax Associate

I Finally Feel Equipped

“Before this course, I avoided anything that involved direct IRS communication. Now I feel like I get it—how to set up the Tax Pro Account, what the TAS does, and how to keep clients informed without overcomplicating it. It gave me confidence I didn’t know I was missing. Definitely a career boost for someone still early in the field. 🔍📊”

Rachel Nguyen

Rachel Nguyen, EA

Entry-Level IRS Resolution Assistant

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Frequently Asked Questions

This certification focuses on the essential practices and procedures needed to represent clients before the IRS. It covers how to set up and manage an IRS Tax Pro Account, retrieve and review transcripts, and securely provide information to the IRS. You'll also learn how to interpret and respond to IRS correspondence, defend taxpayer rights, and effectively engage the Taxpayer Advocate Service (TAS) when necessary. The course includes actionable guidance on using e-Services, understanding the Taxpayer Bill of Rights, and applying core strategies that every CPA or tax professional should know when dealing with the IRS.

This certification equips you with practical skills to handle real-world IRS issues with clarity and confidence. You’ll gain a working knowledge of the tools and processes tax professionals use to access client transcripts, communicate with the IRS, and submit compliant information. You’ll also learn how to identify when IRS overreach may be occurring and how to advocate for clients through the proper channels, including the TAS. Whether you're helping a client with a notice, audit, or payment issue, this certification prepares you to act with authority and professionalism—making you a more reliable and informed IRS representative.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.