# Enrolled Agent Exam [Part 3] 45, Building a Representation Case File

Page: https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-3-45-building-a-representation-case-file
Text version: https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-3-45-building-a-representation-case-file.md
Podcast: [Finance Exam Prep](https://stenobird.com/podcast/finance-exam-prep-7658413)
Published: 2026-09-19T22:41:20+00:00
Episode link: https://open-exam-prep.com/
Audio file: https://episodes.captivate.fm/episode/24f16a5a-973f-467a-9bc3-aaeec8f26440.mp3
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JSON: https://stenobird.com/v1/public/podcasts/finance-exam-prep-7658413/episodes/enrolled-agent-exam-part-3-45-building-a-representation-case-file
Duration seconds: 194

## Resource

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 critical difference between Form 2848 for representation and Form 8821 for information access. - Why establishing a clear scope of engagement and identifying all IRS deadlines are the first crucial steps. - How to use IRS transcripts and client notices as the foundation for reconciling tax records. - The importance of creating a detailed chronology of events to build a compelling case narrative. - Key practitioner responsibilities under Circular 230, including documenting advice and protecting client confidentiality. 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

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## Transcript

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