Enrolled Agent Exam [Part 3] 52, Correspondence Office and Field Examinations

Podcast: Finance Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-09-26

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Correspondence audits are the most common, handled by mail, and typically focus on one or two specific, document-related issues. - Office audits are conducted at an IRS office for more complex issues, and the representative should attend the meeting, preferably without the taxpayer. - Field audits are the most comprehensive type, t...