EAPart 3 — Representation, Practices, and Procedures

SEE Part 3

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Updated April 2026

EA Exam Part 3 — Representation, Practices & Procedures

SEE Part 3 covers Circular 230, representation before the IRS, examination/appeals/collection processes, and the filing mechanics. Historically the highest pass rate of the three parts — but only if you actually learn Circular 230.

Typical prep
~35 hours
Typical weeks
~4 weeks
Domains
4
Pass rate
~80%

Exam format

100 multiple-choice questions across four domains. 3.5 hours testing time. Delivered by PSI Services starting March 1, 2026. Available May 1 through February 28/29.

Circular 230 is the single most tested document on this part — every ethics, conflict, and sanction question comes from it.

Practices and Procedures (~26 questions) and Representation (~25 questions) dominate the exam.

Historically the highest pass rate of the three parts, but candidates still fail when they treat it as easy.

Most candidates prep 3–5 weeks at 6–10 hours per week.

Exam fee is $267 per part (as of March 2025). Delivery transitions from Prometric to PSI Services on March 1, 2026. Always verify current details at irs.gov/enrolled-agents before scheduling.

Part 3 domains

The 4 domains tested on SEE Part 3, paraphrased from the public IRS content outline. Approximate question counts are published by the IRS and may shift between testing cycles.

Practices and Procedures

~26 questions

Circular 230 and the rules governing practice before the IRS. The ethical and procedural backbone of the EA designation.

Circular 230 §10.22 (due diligence) and §10.34 (standards for tax returns)
Conflicts of interest and written consent requirements
Contingent fee limitations
Advertising and solicitation rules
Sanctions: censure, suspension, disbarment
PTIN registration and annual renewal
Continuing education (72 hours per 3-year cycle) and reporting
Record-keeping obligations for practitioners
Key IRS publications

Representation Before the IRS

~25 questions

How an EA acts on behalf of a taxpayer: authorization forms, scope of representation, and the examination/appeals/collection processes.

Form 2848 (Power of Attorney) vs Form 8821 (Tax Information Authorization)
Scope of representation — what an EA can and cannot sign
Examination process: correspondence audits, field audits, office audits
Appeals process and Form 12203
Collection process: liens, levies, installment agreements, offer in compromise
Taxpayer Advocate Service escalation
Statute of limitations on assessment and collection
Key IRS publications

Specific Types of Representation

~20 questions

Specialized representation scenarios: innocent spouse, offer in compromise, penalty abatement, and tax court proceedings.

Innocent spouse relief (Form 8857) — three distinct relief theories
Offer in Compromise (Form 656) — doubt as to collectability, doubt as to liability, effective tax administration
Installment agreements and streamlined installment agreements
First-time abatement and reasonable cause penalty abatement
Tax Court procedures (small case vs regular) and Collection Due Process hearings
Form 911 for Taxpayer Advocate Service
Key IRS publications

Filing Process

~14 questions

The mechanics of e-filing, paper filing, extensions, and IRS communication pathways. Administrative detail that is heavily tested because it is learnable.

E-file authorization (Form 8879) and e-file provider rules
Extension requests (Form 4868 for individuals, Form 7004 for businesses)
IRS notice types: CP2000, CP14, Letter 525, 30-day and 90-day letters
Amended returns and statute of limitations
Required disclosures on return positions (Form 8275, Form 8275-R)
Key IRS publications

exclam.ai does not reproduce IRS exam questions. Domain names and question shares above are paraphrased from the publicly published SEE content outline at irs.gov.

How exclam.ai helps with Part 3

Upload the free IRS PDFs

The publications above are all public domain. Upload them to exclam.ai and skip the commercial prep cost entirely — or upload your Gleim/Surgent notes alongside them for a hybrid approach.

Generate flashcards & practice

Adaptive flashcards and SEE-format multiple-choice practice questions, mapped to the 4 Part 3 domains. Edit any card. Add your own.

Weekly adaptive plan

Coverage phase across all 4 domains, review phase for weak topics, mocks in the final 1-2 weeks. Rebalances when you fall behind.

Commercial EA prep vendors

exclam.ai works alongside any of these vendors — or with free IRS publications alone. Upload your session notes from any commercial prep program and exclam.ai builds the weekly plan and flashcard layer.

Gleim EA Review

Premium tier ~$598. Strong Circular 230 coverage with cited regulation references.

Surgent EA Review

Ultimate Pass ~$999. Adaptive engine is particularly efficient on Part 3 content.

Fast Forward Academy

Smart Bundle ~$539. Short-form video explanations of Circular 230 sections.

Direct IRS publications

Free. Circular 230 + Pub 947 + Pub 556 + Pub 594 covers ~90% of Part 3.

Part 3 questions

Is Part 3 really easier than Parts 1 and 2?

By pass rate, yes — historically ~80% vs ~55–70% for the other parts. The content is narrower (Circular 230, Pub 947, Pub 556, Pub 594). But candidates who skip studying Circular 230 in depth fail. Do not treat "high pass rate" as "easy."

What is Circular 230 and why does it matter so much?

Circular 230 is the regulations governing practice before the IRS — Title 31, Part 10 of the Code of Federal Regulations. It defines what an EA can do, must do, cannot do, and the sanctions for violations. Sections 10.22 (due diligence), 10.34 (return standards), and 10.50 (sanctions) are especially heavily tested.

Should I take Part 3 last?

Most candidates do. Once you have Parts 1 and 2, the representation content feels applied rather than abstract. Taking Part 3 first is less common but not wrong — candidates coming from IRS or audit backgrounds sometimes start here.

How much do I need to memorize from Circular 230?

The numerical section references matter. Questions frequently reference specific §10.x rules by number. Memorize the section structure and the key numerical limits (e.g., 72 CPE hours per 3-year cycle, 16 per year, 2 hours of ethics minimum).

Start your Part 3 plan today

Upload free IRS publications or your own prep notes and exclam.ai builds an adaptive weekly plan around your exam date.

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