PassKey EA Exam Tax Forums are now LIVE!

posted Jun 23, 1:37 pm (158 days ago), permalink

The PassKey Power Forums are now live! Existing subscribers can post questions, ask for EA exam tips and ask for tax advice! You can earn badges and rise up our leaderboards! Moderators include licensed tax professionals. Join the conversation today!

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PassKey EA Review TEXTBOOK and WORKBOOK for Part 2, Businesses

posted Apr 2, 8:33 am (241 days ago), permalink

The digital editions of the PassKey EA Review TEXTBOOK and WORKBOOK for Part 2, Businesses , have been uploaded for the 2022-23 testing cycle and are now live for Premium Subscribers. We will keep posting updates as new content is uploaded and becomes available. Sign up for the PassKey EA Review here:

PassKey Textbook and Workbook DIGITAL editions

New PassKey EA Review Textbook Editions Coming Soon for 2022-2023

posted Feb 18, 10:30 am (283 days ago), permalink

New PassKey EA Review textbook editions will be available the first week of March. The trade paperback editions will be available on Amazon and Barnes & Noble in mid-April, 2022.

PassKey EA Review Coming soon 2022-2023

Free Ethics Course from John Sheely, EA and Marc Dombrowski, EA Dec 13, 2021

posted Dec 1, 10:06 am (362 days ago), permalink


2 Free IRS Ethics CE for enrolled agents


When Mon, Dec 13, 2021 · 1:00 PM Central Time 

Join Marc Dombrowski, EA and John Sheeley, EA for Tax Practice Pro's annual "Giving Tuesday" (on Monday this year) Free ETHICS IRS CE event. This course offers 2 ethics CE to PTIN holders and enrolled agents. 

IRS Program number: TBA 

This course discusses the ethics of taxpayer representation when multiple parties are involved. Specifically, the course looks at conflicts of interest and the duty of the Circular 230 professional.

Register early as seats are limited! 

Webinar sign up link:

This course satisfies the annual 2 hour ethics requirement for enrolled agents. Feel free to share this post with any tax practitioners who may benefit from it.

NOTE: PassKey Online is not affiliated with Tax Practice Pro, we are just passing on this information as a courtesy.  

Free Circular 230 Ethics Course, September 30, 2021

posted Sep 14, 9:01 am (441 days ago), permalink

Free CPE Announcement: Presented by the IRS Stakeholder Liaison

The IRS Stakeholder is offering a free 2 hour Circular 230 course. This course satisfies the annual ethics requirement for enrolled agents. We HIGHLY recommend signing up as soon as possible, because these free ethics courses will usually fill up. Feel free to share newsletter with other tax practitioners who may be interested.


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The Basics of Form 8027 for Restaurants

posted Sep 1, 8:02 am (454 days ago), permalink

The Basics of Form 8027 for Large Food and Beverage Establishments

This free 100-minute webinar is open to all.

This webinar will cover:

  • Defining Large Food and Beverage Operations
  • General Filing and Preparation Requirements Reporting Requirements
  • Unique to Employers Under Tip Agreement
  • Common Errors Points to Consider When Preparing
  • Plus a live Q & A

All participants who qualify will receive a Certificate of Completion.

Tax Professionals: Earn up to 2 CE Credits.

Category: Federal Tax. Closed Captioning will be offered.

Registration: To register for the event, visit the Internal Revenue Service Webinar Registration website.

Questions? Email us at:

Sponsored By: IRS Stakeholder Liaison

Date: September 14, 2021

Time: 2:00 p.m. (ET), 1:00 p.m. (CT), 11:00 a.m. (Arizona), 11:00 a.m. (PT), 8:00 a.m. (Hawaii)

Location: Webinar


Free 2 Hour CPE Course

posted Jun 2, 7:33 am (545 days ago), permalink

Free 2 Hour CE course from the IRS Stakeholder on how to use the IRS' Online Preparer Services. Learn how to navigate the IRS' preparer offerings and Preview the new IRS Tax Pro Account.

Stakeholder Online Services CE Course


New EA Exam Procedure Announcement

posted May 7, 10:15 am (571 days ago), permalink

Attention EA exam candidates! The IRS has announced that exam-takers who take their EA exams now will NOT receive their test scores immediately upon completion of the examination. They will get their test scores e-mailed to them later,  (the IRS is using exam results to "analyze" candidate responses).

However, this is only temporary--beginning August 2, 2021, exam-takers will receive their exam scores immediately after completing their exams. See official details on the Prometric website:


The Official EA Renewal Cycle for Enrolled Agent Licensing

posted Apr 29, 12:41 pm (578 days ago), permalink


1. How many continuing education hours must enrolled agents obtain?

Enrolled agents must obtain 72 hours of continuing education every three years. A minimum of 16 hours must be earned per year, two of which must be on ethics. Enrolled agents must use an IRS approved CE provider.

2. I applied during an enrollment cycle, how many continuing education credits must I complete?

If your initial enrollment occurs during an enrollment cycle, you are required to complete 2 hours of qualifying continued education credits per month AND 2 hours of ethics or professional conduct credits per year. When your new enrollment cycle begins, you will be required to satisfy the full 72-hour continuing education credit requirement.

3. I was unable to complete the minimum continuing education credits required during an enrollment cycle, due to extenuating circumstances.

Refer to Section 10.6(j) of Treasury Department Circular 230 to determine if you meet the qualifications to request a waiver of continuing education requirements.

4. What are the recordkeeping requirements for EAs?

Tax Preparers must retain the following records for four years:

    1. The name of the CE Provider organization;
    2. The location of the program;
    3. The title of the program, approval number received for the program, and copy of the program content; Written outlines, course syllabi, textbook, and/or electronic materials provided or required for the program;
    4. The date(s) attended;
    5. The credit hours claimed; The name(s) of the instructor(s), discussion leader(s), or speaker(s), if appropriate; and
    6. The certificate of completion and/or signed statement of the hours of attendance obtained from the continuing education provider

The IRS Extends Filing Deadline to June 15, 2021 for Texas, Oklahoma, and Louisiana

posted Apr 20, 9:59 am (588 days ago), permalink

Victims of winter storms in Texas, Oklahoma and Louisiana will have until June 15, 2021, to file various individual and business tax returns and make tax payments, the Internal Revenue Service announced. Links to the official extension and IRS disaster declarations for all three states are listed below:

Texas disaster declaration: TX-2021-02

Louisiana disaster declaration: LA-2021-02

Oklahoma disaster declaration: OK-2021-01

Affected individuals and businesses will have until June 15, 2021, to file returns and pay any taxes that were originally due during this period. This includes 2020 individual and business returns normally due on April 15, as well as various 2020 business returns due on March 15. Among other things, this also means that affected taxpayers will have until June 15 to make 2020 IRA contributions. The June 15 deadline also applies to quarterly estimated income tax payments due on April 15 and the quarterly payroll and excise tax returns normally due on April 30. It also applies to tax-exempt organizations, operating on a calendar-year basis, that have a 2020 return due on May 17. Following the disaster declaration issued by the Federal Emergency Management Agency (FEMA), the IRS is providing this relief to the entire state of Texas. But taxpayers in other states impacted by these winter storms that receive similar FEMA disaster declarations will automatically receive the same filing and payment relief. The current list of eligible localities is always available on the disaster relief page on

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