Episode

Enrolled Agent Exam [Part 3] 17, Practitioner Fees and Contingent Fee Rules

Podcast
Finance Exam Prep
Published
Aug 22, 2026
Duration seconds
182
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not_requested
Canonical source
https://open-exam-prep.com/
Audio
https://episodes.captivate.fm/episode/01ba1d08-d6f8-4e0e-a342-fb2f4622f12d.mp3
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/v1/public/podcasts/finance-exam-prep-7658413/episodes/enrolled-agent-exam-part-3-17-practitioner-fees-and-contingent-fee-rules
Markdown
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Summary

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 general prohibition under Circular 230 against charging unconscionable and contingent fees. - The specific exception allowing contingent fees for representing a client during an IRS examination or challenge to an original tax return. - The critical 120-day rule for charging contingent fees on amended returns or claims for refund in connection with an IRS examination. - The exception that permits contingent fees for claims related solely to statutory interest and penalties. - The circumstances under which a contingent fee is allowed for services related to judicial proceedings. 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