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Field Assistance Services

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Prep.
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Taxpayer Assistance Centres provide face-to-face assistance to taxpayers who cannot resolve their issues through other convenient and efficient methods or who choose to obtain information and assistance in the TAC.

IRS Taxpayer Assistance Center representatives help resolve tax issues that can’t be completed online or by phone. Nearly every tax issue can be resolved online or by phone. In some instances, such as identity verification, taxpayers are required to obtain face-to-face assistance. Some taxpayers choose this method regardless of whether the issue could be resolved through other service options.

The term "Walk-In office" was replaced with Taxpayer Assistance Center when the Wage and Investment operating division was implemented. The Field Assistance organization officially stood up in January 2001 under CARE as an organization in the Wage and Investment division.

Field Assistance employees follow the procedures outlined in this Internal Revenue Manual (IRM) when performing duties in a Taxpayer Assistance Center (TAC) or in support of the duties performed in the TACs.

In this CE/CPE Tax webinar, you will learn the role of Field Assistance in providing face-to-face assistance to the taxpayer. Discuss and provide the services they offer and review the services offered at IRS.Gov.

Taxpayers can securely access and view their IRS tax information anytime through their individual online accounts. They can see important information when preparing to file their tax return or following up on balances or notices

Join this CE course to discuss the benefits of having an IRS online account. 

Learning Objectives

  • To explain the role of Taxpayer Assistance Centres.
  • To analyze the role of Field Assistance in providing face-to-face assistance to the taxpayer.
  • To identify services offered by Field Assistance 
  • To review the services offered at IRS.Gov.
  • To discuss the benefits of having an IRS online account.

Recommended For

  • This IRS-approved CE course is recommended for CPA, EA, AFSP, CRTP, MRTP, ORTP, CFIRS, CWS, and other Tax Professionals interested in understanding the role of Field Assistance in providing face to face assistance to the taxpayer.

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0968)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01170-22-O)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01170-22-O)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01170-22-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Mike Mudroncik

Senior Stakeholder Liaison, Internal Revenue Service

Mike has been with the IRS since 2002 working in the Stakeholder Liaison position since 2009 and, prior to that, as a Revenue Agent, SB/SE Exam Division, in Downers Grove, IL.  


Mike holds degrees in Business Administration and Accounting from Indiana University, an MBA from DePaul University and is working on completing a Master of Science in Taxation degree, also from DePaul University. 

About Company

Internal Revenue Service

www.irs.gov/

The Internal Revenue Service's official LinkedIn account features IRS updates to help America's taxpayers understand and meet their tax responsibilities and enforce the law with integrity and fairness to all. See also our job opportunities and follow www.twitter.com/RecruitmentIRS.

The U.S. government does not promote or endorse any non-government or commercial content appearing on this page. This service is operated by a third party and not an official government website. The IRS strongly discourages you from providing personally identifiable information. Read our privacy policy at go.usa.gov/VgO

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

67 Ratings

Excellent

37

Very Good

24

Average

6

Poor

0

Terrible

0

RM

Richard Miller, CFP (US), EA

Jun 22nd, 2022

Great webinar.

ED

Esther Davis, EA

Jun 22nd, 2022

Thank you for presenting this subject. I feel that it will be very useful in my tax practice.

KM

Kati Meader, CPA (US)

Jun 21st, 2022

Very helpful webinar!

MG

Marlene Gin

Jun 24th, 2022

Good basic primer of available services: type and access.

DH

Dahlia Hudson, CPA (US)

Jun 21st, 2022

This was interesting as we were able to gather how the IRS functions.

Field Assistance Services

FREE

1 Credit

Subject Area

Taxes

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