Introduction to Representation
This course will introduce Enrolled Agents and other tax practitioners to IRS tax representation. It will provide a summary of ways to assist clients with outstanding tax liabilities and unfiled tax returns. Tax representation is a service that provides your practice with year round revenue outside of the tax filing season.
- Understand differences between Revenue Officers, Revenue Agents and Offer Examiners
- Overview of Form 2848 and Form 8821
- Overview of Notices, SOLs, Liens, and Levies
- Learn five ways to resolve taxpayer debt
Angela D. Thompson, EA, CTRS has over 25 years of tax and accounting experience. She attended the University of Phoenix majoring in accounting. She ran her own accounting practice in the mid-2000s. She worked in the private industry for a few years before returning to public accounting in 2016. She become an Enrolled Agent in March 2017 and earned the designation of Certified Tax Resolution Specialist in November 2018. Her passion is tax problem resolution. She is a Senior Tax Accountant with Hunter Associates Tax Services, LLC in Williamsburg, VA and a VASEA board member. In her spare time, she enjoys crochet and spending time with her grandson.
Participants earn up to 1.0 CE/CPE credits.
Field of Study: Federal Tax Law Topics / Taxes
Pre-Requisites: Basic knowledge of federal taxation in the U.S.
Who Should Attend: CPAs, EAs, and other Tax Professionals
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
IRS Program Number: QSRNU-T-00599-23-O
A personalized login will be sent to online registrants prior to the event.
Join VASEA for $90 and enjoy member rates at events all year long.
Member Discount Eligibility
Member pricing applies to NAEA and VASEA Members, Associates, and current VASEA Annual CE Pass holders, and their staff. Staff are only eligible for VASEA member rates if registration is paid for by a VASEA Member, Associate or current CE passholder.
Group discounts at education functions are given to multiple attendees from a single firm when there is one payment for all registrations: 3‐5 attendees = 5% each; 6‐10 = 10%; 11 or more = 15%.
Additional Administrative Fees
Please review your registration information for accuracy BEFORE completing payment. A $25 administrative fee will be charged in all cases where the VASEA office is required to make edits to your registration for payment or CE credit, including inadvertently paying the non-member rate and requesting a refund, inaccurate PTIN entry, or misspelling your name.
Phone or Email Registration Options
There is a $25 additional fee for registrations taken over the phone or via email.
No refunds. Substitutions are allowed if received 48-hours prior to the start of the webinar. “No Shows” forfeit their fees. All registrants receive a recording of the webinar whether or not they attend.
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.
Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at email@example.com or call (804) 723-5888.
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.