Oklahoma Society of Enrolled Agents

Northeast Oklahoma Chapter Seminar - Beyond the Return: Solving IRS Issues for Your Clients, Part 1

  • 09/19/2025
  • 12:00 PM - 2:00 PM
  • The Big Biscuit, 5335 E 41st Street (41st and Yale), Tulsa, OK 74135.

Registration

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OSEA Northeast Oklahoma Chapter Event - Join us at The Big Biscuit, 12:00 noon, Wednesday, September 19, 2025

Edward Moore, EA, will provide a one hour CE presentation starting at 12:30 on "Beyond the Return: Solving IRS Issues for Your Clients, Part 1" for a 1 hour CE event. 

Join us for an engaging and informative presentation tailored for Enrolled Agents and tax preparation professionals. This session will explore key aspects of interacting with the IRS, including:

  • Understanding the roles and functions of various IRS employees you may encounter.

  • Clarifying the levels of authority and authorization required for effective communication.

  • Navigating different types of IRS transcripts and their applications.

  • Exploring best practices for communicating with the IRS through various channels.

  • Leveraging available tools to streamline processes and enhance client outcomes.

This presentation will provide practical insights and actionable guidance to help you meet your clients' compliance needs with confidence. Designed to benefit both newer Enrolled Agents and tax firm staff, this session offers a solid foundation for understanding IRS interactions.

Stay tuned for Part 2 of this topic, which will build on these concepts at a future event. We look forward to sharing valuable strategies to support your professional success!

IRS Course ID:  FAHHB-T-00184-25-I.

1 CE Hour -- Federal Tax Law.

No cost but please purchase your own meal from the venue.

Note:  This same presentation will be presented by the Central Oklahoma Chapter on Friday, September 12.  The link for that event is HERE.

Copyright reserved by the Oklahoma Society of Enrolled Agents.  The Oklahoma Society of Enrolled Agents is a state affiliate of the National Association of Enrolled Agents (naea.org)
Oklahoma Society of Enrolled Agents is a 501(c)6 non-profit organization.

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