The IRS and U.S. Armed Forces participate in the Volunteer Income Tax Assistance program which provides free tax advice, tax preparation, return filing and other tax assistance to military members and their families. 

1. Armed Forces Tax Council The Armed Forces Tax Council oversees the operation of the military tax programs worldwide, conducting outreach with the IRS to military personnel and their families. The AFTC consists of tax program coordinators for the Marine Corps, Air Force, Army, Navy and Coast Guard.

2. Volunteer Tax Sites Volunteer assistors at military-based VITA sites are trained to address military-specific tax issues, such as combat zone tax benefits and the new Earned Income Tax Credit guidelines.

3. What to Bring To receive this free assistance, you should bring the following records to your military VITA site:
  • Valid photo identification
  • Social Security cards for you, your spouse and dependents or a social security number verification letter issued by the Social Security Administration
  • Birth dates for you, your spouse and dependents
  • Wage and earning statement(s) -- Form W-2, W-2G, 1099-R
  • Interest and dividend statements (Forms 1099)
  • A copy of last year’s federal and state tax returns, if available
  • Checkbook to get routing number and account number for direct deposit
  • Total amount paid for day care and day care provider’s identifying number
  • Other relevant information about income and expenses
4. Joint returns If your filing status is Married Filing Jointly and you wish to file your tax return electronically, both you and your spouse should be present to sign the required forms. If it isn’t possible for both of you to be present, a valid power of attorney that allows tax preparation can be used to sign and file the return.

5. Special Exception There is a special exception to using a power of attorney for spouses in combat zones that permits the filing spouse to e-file a joint return with only a written statement setting forth that the other spouse is in a combat zone and is unable to sign.

For more information, review IRS Publication 3, Armed Forces’ Tax Guide, available at http://www.irs.gov or order a free copy by calling 800-TAX-FORM (800-829-3676
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Want to become an enrolled agent? Get more information about the EA exam at Passkey Publications.
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With the new IRS regulations coming, the majority of the e-mails I receive are about the EA Exam, and which study materials are the best for the exam.

Our study guide, PassKey EA Review Complete: Individuals, Businesses and Representation , published by PassKey Publications, was co-authored by me and author Kevin M Young, who is an enrolled agent and financial advisor. Kevin has an MBA from California Lutheran University.

So of course I'm biased! I want candidates to purchase our program. But the reality is that there are lots of great EA exam review programs out there and I encourage EA candidates to research and try a few before they make the leap and purchase a program. Most programs will allow you to download a sample for free. You can see a sample download of our book on the PassKey Publications website.  

It helps if you have a few years of tax experience, but in the end, you really have to do the study time and the research. And, once again, the EA exam is offered all throughout the year by Prometric, and will be based on 2009 tax law, if you take it between the current testing window, which is May 1st, 2010 and Feb 28, 2011.

Good luck!
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With the new IRS regulations coming, the majority of the e-mails I recieve are about the EA Exam, and which study materials are the best for the exam.

Our study guide, by PassKey Publications, was co-authored by me and author Kevin M Young, who is an enrolled agent, financial advisor. Kevin has an MBA from California Lutheran University.  

So of course I'm biased! I want candidates to purchase our program. But the reality is that there are lots of great EA exam review programs out there and I encourage EA candidates to research and try a few before they make the leap and purchase a program.

It helps if you have a few years of tax experience, but in the end, you really have to do the study time and the research. And, once again, the EA exam is offered all throughout the year by Prometric, and will be based on 2009 tax law, if you take it between the current testing window, which is May 1st, 2010 and Feb 28, 2011.
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