Enrolled Agent Exam [Part 3] 71, Freedom of Information and IRS Records

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

Opublikowano: 2026-10-15

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: - To always choose the simplest method for obtaining IRS records, typically starting with a tax transcript. - The critical difference between a broad Freedom of Information Act (FOIA) request and a more personal Privacy Act request. - Why proper taxpayer authorization, like Form 2848, is a non-negotiable prerequisite for accessing client records. ...