IRS Publication / Regulation Guide

IRS Circular 230: Rules Governing IRS Practice for EA Exam Part 3

HS
Written By Hiren Soni, CA
TN
Fact-Checked By Tom Norton, CPA, EA
Last Updated July 10, 2026
Tax Law Compliance IRS SEE 2025/2026 Rules

At a Glance: Quick Summary

Quick Answer:

Treasury Department Circular 230 contains the regulations governing the practice of attorneys, CPAs, Enrolled Agents, enrolled actuaries, and appraisers before the Internal Revenue Service.


Tax Definition:

Circular 230 sets forth the duties and restrictions relating to practice before the IRS, the rules of conduct, and sanctions for violations of these regulations.


Key Takeaways:
  • Filing of Documents: A practitioner must not delay the prompt disposition of any matter before the IRS.
  • Conflict of Interest: A practitioner cannot represent a client before the IRS if it involves a conflict of interest, unless written consent is obtained.
  • Due Diligence: Required as to accuracy in preparing tax returns and documents filed with the IRS.
  • Sanctions: Disbarment, suspension, censure, or monetary penalties can be imposed for willful violations.

Circular 230 is the single most important document for EA Exam Part 3 (Representation, Practices & Procedures). Nearly one-third of the exam is dedicated to verifying that Enrolled Agents understand their ethical obligations, boundaries of practice, and the disciplinary processes administered by the Office of Professional Responsibility (OPR).

Key Statistics & Parameters

33% of Exam
Part 3 Exam Weight
31 CFR Part 10
Regulatory Code
Subpart B (Duties), Subpart C (Sanctions)
Key Sections
2 Hours annually for renewal
Ethics Credits Required

Tax Limits & Comparison

Circular 230 Section Topic Key Requirement
Section 10.20 Information to be Furnished Must submit records requested by IRS unless privileged
Section 10.21 Knowledge of Client Error Must advise client of error and legal consequences
Section 10.22 Diligence as to Accuracy Must exercise due diligence in preparing returns
Section 10.27 Fees Contingent fees prohibited for tax preparation

Frequently Asked Questions

Violations can result in disciplinary action by the IRS Office of Professional Responsibility (OPR), including censure, suspension from practice before the IRS, disbarment, or monetary penalties.

A practitioner cannot charge a contingent fee for preparing an original tax return. Contingent fees are allowed only in connection with an IRS examination, an amended return, or judicial proceedings.

Official IRS References & Citations