Certified Enrolled Agent Specialist Course

BY
Henry Harvin

Mode

Online

Duration

60 Hours

Fees

₹ 88650 98500

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based
Frequency of Classes Weekends

Course and certificate fees

Fees information
₹ 88,650  ₹98,500
certificate availability

Yes

certificate providing authority

Henry Harvin

The syllabus

Module 1: EA (Individuals)

Preliminary Work with Taxpayer Data
  • Preliminary Work to Prepare Tax Return
Income and Asset
  • Income
  • Retirement Income
  • Property, Real and Personal
  • Adjustments to Income
Deductions and Credits
  • Itemized deductions
  • Credits
Taxation and Advice
  • Taxation
  • Advising the Individual Taxpayer
Specialized Returns for Individuals
  • Estate Tax
  • Gift Tax
  • International Information Reporting

Module 2: EA (Businesses)

Business Entities
  • Business Entities and Considerations
  • Partnerships
  • Corporations in General
  • Forming a corporation
  • S corporations
Business Financial Information
  • Business Income
  • Business Expenses, Deductions, and Credits
  • Business Assets
  • Analysis of Financial Records
  • Advising the Business Taxpayer
Specialized Returns and Tax Payers
  • Trust and estate income tax
  • Exempt organizations
  • Retirement plans
  • Farmers

Module 3: Representation, Practices, and Procedures of an EA

Practices and Procedures
  • Practice Before the IRS
  • Requirements for Enrolled Agents
  • Sanctionable Acts
  • Rules and Penalties
Representation Before the IRS
  • Power of Attorney
  • Building the Taxpayer’s Case – Preliminary Work
  • Taxpayer Financial Situation
  • Supporting Documentation
  • Legal Authority and References
  • Related Issues
Specific Types of Representation
  • Representing a Taxpayer in the Collection Process
  • Penalties and/or Interest Abatement
  • Representing a Taxpayer in Audits/Examinations
  • Representing a Taxpayer Before Appeals
Completion of the Filing Process
  • Accuracy
  • Information Shared with Taxpayers
  • Record Maintenance
  • Electronic Filing

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