# Enrolled Agent Exam [Part 3] 46, Client Interviews and Fact Development

Page: https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-3-46-client-interviews-and-fact-development
Text version: https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-3-46-client-interviews-and-fact-development.md
Podcast: [Finance Exam Prep](https://stenobird.com/podcast/finance-exam-prep-7658413)
Published: 2026-09-20T22:41:20+00:00
Episode link: https://open-exam-prep.com/
Audio file: https://episodes.captivate.fm/episode/de0f0933-f3bf-424b-93dd-d4837029dd05.mp3
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JSON: https://stenobird.com/v1/public/podcasts/finance-exam-prep-7658413/episodes/enrolled-agent-exam-part-3-46-client-interviews-and-fact-development
Duration seconds: 227

## 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: - How to properly verify a client's identity and their legal authority to act on behalf of an entity. - The strategic use of open-ended versus closed-ended questions to uncover facts versus confirm specific details. - The critical difference between a client's conclusion and the underlying facts the IRS requires. - Your professional responsibility under Circular 230 to probe inconsistencies and request substantiation. - The absolute prohibition against coaching false testimony and the importance of documenting unresolved issues. 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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