IRS Tax Pro Account and Transcripts: A Practical Guide for Tax Professionals

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From: $179.00

Date: June 12th  , 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: 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

Jim Buttonow, CPA, CITP
For 19 years, Jim worked at the IRS in various compliance enforcement positions. Since 2006, Jim has been in private practice and tax and accounting software development. Jim consulting practice focuses on the areas of tax controversy and tax administration. Jim led product development and marketing for a successful software company that developed tax problem software for tax professionals. This software is currently being used by thousands of tax professionals and businesses in the United States.
Jim has been an IRS partner in improving IRS operations and post-filing service to taxpayers. Jim served as chairperson of the IRS Electronic Tax Administration Advisory Committee (ETAAC) in 2015 and 2016 during which ETAAC played a central role in promoting the IRS digital strategy to develop transformative technology solutions to systemic challenges in tax administration. Jim also served as the North Carolina representative on the IRS’ Taxpayer Advocacy Panel (TAP) from 2020-2022

 

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