Are you interested in helping clients with their IRS issues but not sure where to begin?
Tax Rep Fundamentals is your beginner-friendly pathway into the world of tax representation. This four-part webinar series introduces the key concepts and skills you’ll need to confidently support clients — and sets you up for deeper learning through NAEA’s National Tax Practice Institute (NTPI®).
Whether you’re just starting out or looking to expand your services, this series is designed to help you build your expertise, one session at a time.
Are you interested in helping clients with their IRS issues but not sure where to begin?
Tax Rep Fundamentals is your beginner-friendly pathway into the world of tax representation. This four-part webinar series introduces the key concepts and skills you’ll need to confidently support clients — and sets you up for deeper learning through NAEA’s National Tax Practice Institute (NTPI®).
Whether you’re just starting out or looking to expand your services, this series is designed to help you build your expertise, one session at a time.
Each session focuses on a critical area of IRS representation.
May 22, 2025
Learn: What tax representation is, who can represent clients, and how to get started. Lay the foundation for your representation journey.
July 8, 2025
Learn: How IRS audits work, how to respond, and your role as an enrolled agent. Take the fear out of audits and step into your advocate role.
September 12, 2025
Learn: How the IRS collects unpaid taxes and how you can help clients find solutions. Support clients through payment plans, offers in compromise, and more.
Registration Coming Soon
December 11, 2025
Learn: How to access and interpret IRS transcripts to uncover what’s really going on. Use transcripts to your advantage when advising clients.
Registration Coming Soon
Gain a strong foundation in tax representation.
Develop the confidence to help clients with real IRS issues.
Learn from experienced practitioners & earn CE credits.
Preview the advanced skills taught in the NTPI program.
