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.
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.
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.
On-Demand
Learn: What tax representation is, who can represent clients, and how to get started. Lay the foundation for your representation journey.
On-Demand
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.
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.
