Practitioner Priority Services

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

With limited IRS resources, some days it is almost impossible for the average taxpayer to contact the IRS. Interrupted IRS operations and backlogs of IRS correspondence only add to the inability to get a hold of the IRS. On top of the backlog and demand for IRS services, taxpayers have limited options to quickly and easily interact with the IRS about their taxes.

Tax practitioners have long served an important role in our nation's tax collection system as a conduit between taxpayers and the IRS. The Practitioner Priority Service (PPS) is the first point of contact for account-related issues for Tax practitioners. PPS is a professional support line staffed by IRS customer service representatives specially trained to handle practitioners' accounts questions.

Join this CE Tax course to understand everything about Practitioner Priority Services.

PPS can also provide the tax pro information about a taxpayer’s refund – and the circumstances why a refund has not been issued or delayed. PPS representatives are used to dealing with Tax Pros and streamlining certain needs such as requests for penalty abatement or payment plans. It can determine and route the Tax Pro to the proper unit if they cannot directly help. Practitioner Priority Service compliments IRS.gov Tax Pro pages and offers resources for practitioners that should assist with representing their client’s interests.

This online continuing professional education webinar will also offer a brief introduction to navigating the Tax Pro sites on IRS.gov.

Learning Objectives

  • To analyze Practitioner Priority Services.
  • To outline aspects of IRS e-Services that help practitioners better assist clients.
  • To explain the benefits of Practitioner Priority Services.
  • To analyze who to call for assistance.
  • To discuss the introduction to navigating the Tax Pro sites on IRS.gov

Recommended For

  • This IRS-approved CE course is recommended for CPA, EA, AFSP, CRTP, MRTP, ORTP, CFIRS, CWS, and Tax Professionals interested in knowing the specifics of the practitioner priority services.

Who Should Attend?

  • 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
  • Oregon 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-0959)
  • 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-01161-22-O)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01161-22-O)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01161-22-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

AI Page

Senior Stakeholder Liaison, Internal Revenue Service

Currently I’m responsible for doing outreach messaging and presentation to industry, association, and our tax pro partners regarding resources, guidance, authoritative information available at IRS. During my last 13 of my 14 years with IRS l served as a Tax Law Specialist in Exempt Org (EO). I’m classified as a SME in Tax Exempt Org, specifically 501(c)(7) and Unrelated Business Income Tax (UBIT).  I also served as a legacy core member of the UBIT Knowledge Management (K-Net) team. l developed and co-presented many training modules for the K-Net. l also assisted agents with field issues via the K-Net’s Ask A Question (AAQ) feature and presentations regarding EO UBIT and other technical issues.  As a member of the then former Rulings & Agreement I prepared many recommendations for a variety of tax-exempt applications and was the primary initiator on several Private Letter Rulings, Technical Assistance Memorandum (TAM’s) and Technical Assistance (TA’s) requests.  l also prepared a training manual for the field for Change in Accounting Method and Change in Accounting Periods for EO’s.  l detailed in Customer Education & Outreach (now Communications & Liaison) and helped create many of the phone forums for the EO Tax Pro community and Revenue field agents. 

l served as a full-time and an Adjunct Accounting and Para-legal Professor for over 27 years at various colleges in MD.  l also served in various accounting and tax mgmt. and executive positions in non-profits and private financial industries.  I’m a CPA with the State of Maryland and litigated a variety of legal and tax issues. I have a JD and Master of Science in Finance from University of Baltimore and a BS in accounting from Towson 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

4.3

153 Ratings

Excellent

80

Very Good

43

Average

26

Poor

3

Terrible

1

JM

Jennifer Mahood, EA

Jun 29th, 2022

Great resource for contact numbers and website links to IRS

DJ

Debra Jones, EA

Jun 29th, 2022

Very good information provided.

BK

Bansari Kinkhabwala, CPA (US)

Jul 5th, 2022

Good Learning Experience

MC

Michael Cook, Accountant, CFP (US), CPA (US), EA, Tax Professional, QB Pro Advisor, FPC, DPA

Jun 29th, 2022

Excellent job.

AT

Azma Taha, EA

Jul 11th, 2022

Nice class

Practitioner Priority Services

FREE

1 Credit

Subject Area

Taxes

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