Enrolled Agent Exam [Part 3] 55, Audit Reconsideration and Reopening Issues

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

Opublikowano: 2026-09-29

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: - Audit reconsideration is an option when a taxpayer has been assessed tax but did not participate in the original audit and has new information to present. - Eligibility requires that the tax assessment is still unpaid; if fully paid, a formal refund claim is the correct procedure. - A taxpayer cannot r...