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.
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.
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.