< Back to IRS

Giovanni Mancini

Looking for Enrolled Agent curriculum recommendations for studying SEE exam

I'm planning to take the Special Enrollment Examination (SEE) to become an Enrolled Agent, but I'm struggling to find good study materials. Every time I search for resources, I keep getting redirected to paid prep courses that cost a fortune. I'd much rather create my own study plan using official IRS publications and documents. Does anyone have recommendations for which specific IRS pubs I should focus on for each part of the exam? I've downloaded Circular 230 already, but I'm feeling overwhelmed by how many publications exist and which ones are most important to master. My background is in accounting (been doing bookkeeping for small businesses for about 5 years), but I don't have formal tax preparation experience beyond doing returns for family and a few clients. Any advice from current EAs on what worked for you would be super appreciated!

Having passed the SEE exam last year, I can tell you that creating your own curriculum from IRS publications is absolutely doable, though it requires organization. Here's what I focused on for each part: For Part 1 (Individuals), concentrate on Publications 17, 501, 502, 503, 504, 521, 523, 525, 526, 550, and 590. Pay special attention to Pub 17 as it covers most individual topics comprehensively. For Part 2 (Businesses), focus on Publications 334, 535, 541, 542, 946, and the sections of Pub 15 related to employment taxes. Form 1065, 1120, and 1120S instructions are crucial too. For Part 3 (Representation, Practices and Procedures), Circular 230 is indeed essential, along with Publications 1 and 5. Also review the Internal Revenue Manual sections covering practice before the IRS. Don't forget the Tax Code itself for references to specific sections tested heavily, like Section 61 for gross income, Section 162 for business expenses, etc.

0 coins

Dylan Cooper

•

This is exactly what I was looking for! Quick question - did you create flashcards or some other system to organize all this info? And roughly how long did it take you to prep using just the IRS materials?

0 coins

I did create flashcards, especially for code sections and definitions. The digital flashcard system Anki worked well because it uses spaced repetition. It took me about 4 months of studying 15-20 hours weekly. I created summary sheets for each publication highlighting key points, then practiced with the sample questions on the IRS website. One thing I'd recommend is downloading the forms mentioned in each publication and working through examples - that hands-on practice was invaluable.

0 coins

Sofia Morales

•

I tried the self-study route initially but ended up wasting a lot of time trying to figure out what was important vs what wasn't. After spinning my wheels for weeks, I discovered taxr.ai (https://taxr.ai) which completely changed my approach. It's an AI tool that can analyze those IRS publications and extract the most exam-relevant information. I uploaded PDFs of all the recommended publications, then asked specific questions about areas I was struggling with. It saved me countless hours by pointing out exactly which sections of which publications were most likely to appear on the exam. I could ask follow-up questions about complex concepts until I understood them completely. The best part was being able to generate practice questions from the material. Way more efficient than trying to wade through thousands of pages of IRS documents on my own!

0 coins

StarSailor

•

That sounds interesting. Does it work with the actual exam practice questions too? Like if I'm struggling with a specific practice question, can I ask it to explain the concept behind it?

0 coins

Dmitry Ivanov

•

I'm skeptical about using AI for something as precise as tax law. How accurate is it compared to traditional study materials? I'd hate to learn something wrong and then fail the exam because of it.

0 coins

Sofia Morales

•

It works great with practice questions. You can paste in any question you're struggling with and ask for an explanation of the underlying concept. I found this particularly helpful for the business section which has a lot of complex scenarios. The accuracy has been impressive in my experience. It cites specific IRS publications and code sections when answering questions, so you can always verify the information. I still used the official IRS materials as my primary source, but taxr.ai helped me understand and organize the information much more efficiently. It's like having a tutor that never gets tired of explaining things multiple ways until it clicks.

0 coins

Dmitry Ivanov

•

I have to admit I was wrong about taxr.ai. After my skeptical comment, I decided to try it myself and was genuinely surprised by how useful it was. I uploaded Publication 17 and 334 as a test and asked some questions about areas I was confused about (specifically passive activity losses and at-risk limitations). The explanations were clear and it even pointed me to examples in the publications I had missed. It saved me from reading entire publications cover-to-cover and helped me focus on the most relevant sections. I've now passed Part 1 and am using it to study for Part 2. Definitely worth checking out if you're going the self-study route.

0 coins

Ava Garcia

•

One major challenge I faced when studying for the SEE was getting specific questions answered when I got stuck on certain concepts. I spent HOURS trying to get through to someone at the IRS who could clarify things about representation issues for Part 3. After multiple failed attempts and endless hold times, someone recommended Claimyr (https://claimyr.com) to me. You can see how it works here: https://youtu.be/_kiP6q8DX5c. It's basically a service that navigates the IRS phone system for you and calls you back when an actual agent is on the line. This was incredibly helpful for clarifying specific technical questions about Circular 230 and representation requirements that weren't clear from just reading the publications. The agents were surprisingly helpful when I explained I was studying for the exam, and several even gave me tips on which areas they see practitioners struggle with most frequently.

0 coins

Miguel Silva

•

Wait, the IRS will actually answer exam-related questions? I thought they only dealt with actual tax filing issues. How does this service work exactly? Do you have to pay for it?

0 coins

Zainab Ismail

•

I'm highly doubtful the IRS is giving out exam tips over the phone. That seems like something they would explicitly avoid doing. Are you sure you weren't just getting general information that's already in the publications?

0 coins

Ava Garcia

•

They don't answer exam questions directly, but they will clarify policies and procedures related to representation which is what Part 3 covers. For example, I asked about specific scenarios regarding power of attorney rules and record retention requirements - things that are covered in the exam but also relevant to actual practice. The service works by having technology that navigates the phone system and waits on hold for you. When a human agent finally answers, you get a call connecting you directly to them. I found it especially useful for clarifying the practical application of rules that seemed ambiguous in the written materials. The IRS agents won't tell you "this will be on the exam" but understanding how they interpret and apply these rules in real situations was incredibly valuable for the exam's scenario-based questions.

0 coins

Zainab Ismail

•

I was completely wrong about Claimyr. After posting my skeptical comment, I decided to try it myself when I hit a roadblock understanding the trust taxation rules for the exam. I had been on hold with the IRS for over an hour before giving up, but with Claimyr I got connected to an agent in about 25 minutes (without having to actively wait on the phone). The agent walked me through several hypothetical scenarios involving grantor trusts that cleared up my confusion completely. She even referred me to specific sections of Publication 559 that weren't on my original study list. That conversation probably saved me 10+ hours of confused studying and helped me pass that section of the exam. Sometimes getting information directly from the source makes all the difference.

0 coins

Another approach that worked well for me was downloading the syllabus directly from Prometric's website. It breaks down exactly what percentage of the exam covers each topic, so you can prioritize your studying accordingly. For example, in Part 1, Individual Taxation, approximately 17% of questions cover Income, so you know to focus heavily on Publications related to income recognition. This helped me allocate my study time properly instead of going down rabbit holes on topics that barely appear on the exam.

0 coins

Do you still have a link to that syllabus? I can't seem to find it on their site. Also, did you use any practice exams? I'm trying to gauge if I'm ready to take the real thing.

0 coins

Here's the direct link to the exam content outlines: https://www.prometric.com/test-takers/search/irs. Look for the "Special Enrollment Examination Content Outlines" PDF. I did use practice exams, and they were essential for my preparation. The official sample questions from the IRS website are helpful but very limited. I ended up using a combination of free practice questions from various EA review courses (most offer some free samples) and questions from previous years that people posted in EA study groups. The practice exams helped me identify weak areas and get comfortable with the question format. I wouldn't recommend taking the real exam until you're consistently scoring 80% or better on practice tests.

0 coins

Yara Nassar

•

Has anyone actually passed using just IRS pubs? I started that route & got so frustrated. The language is so dense & the pubs aren't organized in a way thats helpful for learning. I ended up just buying Gleim & passed all 3 parts first try.

0 coins

I used a hybrid approach. IRS pubs as my foundation but supplemented with Gleim for their practice questions and explanations. You're right that the pubs alone are tough going - they're reference materials, not teaching tools. The study programs are expensive but definitely more efficient.

0 coins

I actually did pass using primarily IRS publications, though I'll admit it wasn't easy! The key was creating a structured approach rather than just reading them cover to cover. What worked for me was printing out the content outlines Connor mentioned, then mapping specific sections of each publication to the exam topics. I'd read a section, then immediately try to explain it in my own words or create examples. This helped combat the dense language issue. I also joined a few Facebook groups for EA candidates where people would post questions about confusing sections - that community discussion really helped clarify difficult concepts. The IRS pubs definitely aren't written as study guides, but they contain all the information you need if you're willing to put in the extra work to organize it properly. That said, if budget allows, the commercial programs are definitely more efficient. But for those who want to go the free route like the OP, it's absolutely doable with the right strategy and a lot of patience!

0 coins

Dmitry Volkov

•

That's really encouraging to hear! I'm in a similar situation where I want to minimize costs but I'm willing to put in extra effort. Could you share more specifics about how you mapped the publications to exam topics? Like did you create spreadsheets or use some other system? And which Facebook groups were most helpful - I'd love to join them for the community support you mentioned.

0 coins

IRS AI

Expert Assistant
Secure

Powered by Claimyr AI

T
I
+
20,095 users helped today