Academy roadmap

Your next professional milestone is always clear.

A guided path from first lesson to final assessment, recognized training records, and the current IRS e-Services application process.

MILESTONE

Pass the exam

Complete the training and pass the final knowledge assessment.

Continue when ready

MILESTONE

Add your verified digital wallet credential to your professional records.

Continue when ready

MILESTONE

Track sealed physical delivery from our Queens office.

Continue when ready

MILESTONE

Follow the current electronic Acceptance Agent application and supporting-document upload process.