Modern Tax Practice Essentials: IRS Tax Pro Account, POA, TIA, and Transcripts
Select Format
From: $159.00
Date: November 13th , 2026
Time: 3pm ET | 2pm CT | 1pm MT | 12pm PT
Duration: 120 minutes
As a tax professional, navigating the maze of IRS forms, transcripts, and payment options can be overwhelming. Do you know when to use IRS Form 2848 or Form 8821? Are you familiar with the nuances of setting up an IRS Tax Pro Account?
This CE course is designed for both new and experienced tax professionals who want to master the critical aspects of IRS documentation and client management. From securing Power of Attorney to accessing IRS transcripts and initiating payment plans, we’ll guide you through the tools and strategies necessary to efficiently represent your clients before the IRS.
This hands-on course demystifies the Tax Pro Account system, ensuring you’re equipped to streamline your IRS interactions and support clients with compliance, resolution, and transparency.
Key Topics Covered:
Know how to prepare an IRS POA form 2848 and 8821 Tax Authorization.
Analyze IRS Installment Agreement knowledge.
Review set up of an IRS Tax Pro Account and why.
Discuss the IRS Account and wage & Income Transcripts.
Interpret IRS Wage & Income Transcripts.
Learning Objectives:
Differentiate between IRS Form 2848 (Power of Attorney) and Form 8821 (Tax Information Authorization).
Identify when and how to use each form appropriately for client representation.
Set up and manage an IRS Tax Pro Account effectively.
Access and interpret IRS transcripts to assess taxpayer compliance status.
Understand options available to taxpayers with outstanding balances, including installment agreements.
Communicate IRS procedures clearly to clients, improving client service and compliance.
Credits and Other information:
Recommended CPE credit – 2.0
Recommended field of study – Taxes
Session Prerequisites and preparation:Â None
Session learning level: Update
Location:Â Virtual/Online
Delivery method:Â Group Internet Based
Attendance Requirement:Â 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 :
Jim Buttnow, CPA, CITP
Jim Buttonow is a U.S. tax controversy specialist and former IRS insider who now serves as the Managing Principal of JL Buttonow CPA, PLLC, based in Summerfield, North Carolina. He has more than 37 years of experience in tax and accounting, including 19 years working inside the IRS in various compliance and enforcement roles before moving to private practice in 2006. His specialty is representing taxpayers and tax professionals in disputes with the IRS and state revenue agencies, handling matters such as audits, collections, liens, levies, penalty abatement, installment agreements, offers in compromise, and appeals
