Skip to main content

Representation Interest Webinar: What to Expect When Doing Representation Work

Representation Interest Webinar: What to Expect When Doing Representation Work
IRS Program #:
n/a
CE: none
Speakers: Clarice Landreth, EA; Beth Logan, EA

Many tax professionals are involved in representation without realizing it. We will discuss what is considered representation - whether it be exam or collection representation, ways to access IRS records, and what resources are available to explore representation.

Learning Objectives: 

  • Identify the difference between a 2848 and 8821
  • Determine what you should consider before moving forward with representation.
  • Discuss what constitutes representation work
  • Contrast business practices for tax prep versus representation work