Episode Details

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: - The specific representation rights granted to Annual Filing Season Program (AFSP) participants. - That representation is strictly limited to the tax return and year the preparer actually signed. - Which IRS personnel an AFSP preparer can interact with, and which are strictly off-limits, like Appeals and Collection officers. - Common exam traps involving prior-year returns or attempts to represent clients in matters beyond the initial examination. - A mnemonic to remember the scope of limited practice: 'AFSP allows you to face the Agent, but not the Appeal.' For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep