Date: March 13th, 2026

Time: 2pm ET | 1pm CT | 12pm MT | 11am PT

Duration: 120 Minutes

Description:

IRS e-Services are a suite of secure, web-based tools designed to help tax professionals, reporting agents, mortgage industry participants, payers, and other authorized users complete transactions electronically with the IRS. These time-saving tools streamline communication and reduce reliance on phone interactions, which are often hindered by extended wait times.

Because tax professionals must interact with the IRS regularly, effective use of e-Services has become an essential component of modern practice management. Traditional methods of engagement are increasingly inefficient and difficult to sustain. E-Services provide a practical and reliable alternative for obtaining critical information, conducting due diligence, and efficiently servicing client matters.

The IRS e-Services platform includes tools such as:

• Transcript Delivery System (TDS)
• Taxpayer Identification Number (TIN) Matching
• E-File Provider Services
• Affordable Care Act (ACA) Services and State Agency Services

As IRS processes continue to evolve, tax practitioners face growing challenges in managing client engagements and obtaining timely information. This IRS-approved webinar demonstrates how to effectively leverage the IRS online services suite to access, analyze, and interpret client data.

Learning Objectives

Upon completion of this course, participants will be able to:

• Review the range of IRS e-Services products available to tax professionals
• Analyze practical applications of e-Services within a modern tax practice
• Review and interpret IRS Transcripts of Account
• Identify key changes resulting from the transition to the New Tax Pro Account between 2021 and 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 Tips for Using e-Services Effectively
• Reviewing and Interpreting Account Transcripts

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

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

About Our Speaker 

Nicholas Preusch , CPA, JD, LLM

Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters. He has also lectured nationally on topics such as ethics, complex tax transactions, and IRS practice and procedure