I Am an EA, Now What? (Online)

Program Overview

August 6, 2025 | 6:00 pm - 8:00 pm| Webinar

Hosted by CSEA Chapters Statewide

Speaker Marc Dombrowski, EA

Description

 

This class is for new (and old)tax Professionals who are baffled by what the world may or may not expect from them. We will review the filling out of a 2848, 8821 and when to use those documents. What is a basic client entitled to? When a client owes a tax they cannot pay in the current year, what are their options to pay? What is an IRS Tax Pro Account? How to read the various IRS Transcripts will also be addressed.

Learning Objectives 

1. How to prepare an IRS POA form 2848 and 8821 Tax Authorization.
2. Available IRS Installment Agreement knowledge.
3. How to set up an IRS Tax Pro Account and why 4) How to read IRS Account and wage & Income Transcripts.


 Learning Level   Basic

Prerequisites & Advance  Preparation      None

Continuing Education

IRS: 2 hours Fed Tax Topics   |   CTEC:  2 hours Federal Tax Topics    |   CA Bar:  1.75 hours Taxation Law  |   CPA CA: 2 hours Taxes (Self-Reporting) 

Pricing

Member: $24.95    |   Non-Member: $49.95

Webinar Details

After registering, everything you need for attending this webinar will be found in Your Learning Center.

Cancellation/Refund Policies

Please contact the host chapter at info@csea.org for refund/cancellation policies related to this event.

When
8/6/2025 6:00 PM - 8:00 PM

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