Eva Rosenberg, EA, MBA, (a.k.a. TaxMama) offers an online enrolled agent course. Here you’ll find a quick overview and evaluation on what is offered. Disclosure: The I Pass Team may earn a small amount of compensation if you purchase from our links; our team uses these revenues to maintain the site and produce awesome free content just for you!
Eva has been running TaxMama.com® since 1999. Besides this online venture, she is a freelance columnist, and had a Dow Jones MarketWatch column for nearly 15 years. She is also a tax course instructor at CCH CPE Link, an online CPE course provider. She is also the author of Small Business Taxes Made Easy by McGraw Hill. Additionally, she has authored many books, including an Amazon bestseller about the TCJA.
The TaxMama® course is unlike most other enrolled agent review courses available. If you don’t have an established background in tax, this is the course for you. In contrast, other less expensive enrolled agent courses assume you only need a review of the materials and experience as a tax professional. If you need the materials taught to you, want to learn the tax laws from the ground up, and you also need to know how to practice once you’re out in the field, a typical review course will not be sufficient.
Most enrolled agent courses include one test bank where you can work the practice questions and review the related answer explanations. So how is TaxMama® different? First, the TaxMama® course comes with multiple test bank options. Her course integrates Gleim, Fast Forward Academy, and Appitur test banks. While it may seem overwhelming to have access to so many test banks, you don’t need to worry: you’ll pick the test bank that works best for your learning style.
If you don’t have a strong tax background, you may feel more at ease with some parts of Fast Forward Academy. If you do have a tax background, the Gleim EA test bank found in this course may be more your speed. And Appitur leads the way with extensive answer explanations that visually communicate the math reasoning behind the quantitative questions. With 3 go-to options, you can pick the bank that works best for you at that time.
A standard EA review course will allow you anywhere from a few months of access to access until you pass. But after you’re done with the exam, the course expires.
By contrast, TaxMama’s® course allows you to come back at any point to learn about changes made to the tax code, participate in community discussions with other enrolled agents, and even ask how to handle client questions.
Additionally, if you’re going to be starting your own tax practice as an enrolled agent, the TaxMama Premium Course should be your go-to. This is because you’re always bound to have client questions each year where an expert’s help could benefit you greatly. With the premium offering, you can discuss your client questions and even get help resolving specific client issues.
There are over 40 live lectures in the TaxMama EA review course. You can ask your questions in real time as the lecture is presented. And if you’re not able to watch the live lecture, an on-demand recording is always available for your review. The good news is that you can view the videos over and over again. Similarly, you can also just view specific parts of the videos if you need a review of a specific area.
In addition, there are 12 live Final Review sessions (4 sessions per exam part). These sessions walk you through questions and answers and teach you how to answer questions you’ve never seen before. When you’re sitting at the exam with that
deer-in-the-headlights expression on your face, you can remember the tricks you learned to narrow down your choices. These Final Review sessions are also recorded for later review.
On the other hand, if you’d rather listen to the lectures, you can download an MP3 file of the recording.
You get video, audio, written materials, and test banks – all included in the course.
No other EA review course offers continuing education as part of its tuition fee. Whereas with TaxMama®, you’ll get continuing education credit for watching the live lectures. This CE counts toward your CPA, EA, and AFSP annual requirements.
You can use this CE to get your Annual Filing Season Program (AFSP) record of completion – even if you don’t quite become an EA by the end of the year. This course provides all the credits you need, including ethics and a bonus tax update.
Or if you become an enrolled agent earlier in the year, you can come back to watch the live classes and that will count as your CE.
Hint: You can’t count any CE that you earn prior to becoming an EA as EA CE. Therefore, you might have to do a bit of planning on this one.
TaxMama® offers two different course options: a premium version and a self-study course. The biggest difference between the two is that the Premium version offers lifetime access. Additionally, the premium version includes all the test banks; in contrast, the self-study option includes 600 questions, plus discounts on test banks from the major EA review providers. The self-study version still includes all the video and audio recordings from the live lectures.
Interactive online classes are held via video conference on the Internet:
Besides the live sessions, there are discussion forums, and TaxMama’s students can form study groups online.
TaxMama® uses the most widely used EA review test banks in the course. Each test bank has its own benefits, so you can pick the one that suits your needs best. All are available for you to use whenever you like.
No other EA course includes more than 4 hours of CE in its offering. You’ll be required to complete CE once you become an enrolled agent, so we love that it’s included.
It’s rare that a review course will answer any questions unrelated to their exact materials. For instance, Gleim EA won’t answer theoretical questions, and they certainly won’t answer questions related to your clients. That’s how TaxMama® differs: you’ll be able to ask questions for as long as you have access (which is forever — unless you unsubscribe).
TaxMama® EA review is the most expensive enrolled agent course. However, because she does include so much in the way of materials, it’s priced fairly for all that you get. Furthermore, we also love the additional feature of being able to ask client questions. And because of this, we think the TaxMama® course is worth it; however, there are other less expensive options out there should your budget limit your ability to take the TaxMama® course.
Understandably, it’s your own responsibility to make sure the computer works with their video conference software, and you have (or buy) a headset for the online discussion. However, you can get a perfectly good one for around $25.
If you get into some technical difficulties, TaxMama® will not help (she stated this very clearly on her site), but she has links that point you to the toll-free number for the customer reps of the software company.
It’s typically not an issue, but do understand Eva isn’t a tech support expert.
One of the best thing about online self-study is that you study any time you want. With the scheduled live sessions, you are going to have to follow the window of TaxMama’s® classes. The window is typically May through November each year. Rather, the TaxMama® self-study course is available year-round.
There are obvious benefits of having live classes, but I want to point out that there are also limitations.
On the other hand, if you miss a live session, the lectures are recorded and you can watch anytime.
These discounts are currently available for TaxMama’s® courses:
Just click the links above to get started. The discount will automatically apply!
TaxMama® is the perfect course for someone trying to learn tax and set up (or become a partner in) a tax practice. You’ll learn tax from the ground up, and as an added bonus, you’ll get your enrolled agent designation along the way. This course offers benefits that are unique, and if we were going to open a tax practice and become enrolled agents, we’d certainly take the TaxMama® course.Get the TaxMama Course Now!
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