The Enrolled Agent Advocate

Tax Court Access, Spanish Education, and the EA Path with Ruben D. Valdes, EA


Listen Later

In this powerful episode, host Brandy Spears is joined by Ruben D. Valdes, EA, one of fewer than 250 non-attorneys admitted to practice before the United States Tax Court. From preparing returns in his mother’s office to becoming a nationally recognized instructor and advocate, Ruben shares how the EA credential helped him elevate his career — and expand taxpayer access to justice.

Ruben opens up about how he passed the U.S. Tax Court exam, the stories behind high-stakes audits, and why Spanish-speaking communities are disproportionately vulnerable when facing the IRS. He also shares hard truths about burnout in representation work, and why the tax profession needs more education, more empathy, and more EAs.

This episode is part inspiration, part instruction, and a call to action for enrolled agents to step into the full power of their credential.


Why Listen

  • Hear how Ruben transitioned from tax prep to full-time IRS representation

  • Learn how he passed the U.S. Tax Court exam as a non-attorney

  • Understand how language and education affect taxpayer rights and access

  • Discover how the EA credential opens doors to high-level advocacy

  • Get practical insights into tax controversy, client care, and boundaries


In This Episode:

  • [00:00:00] From family firm to federal tax court: Ruben’s story

  • [00:06:00] Choosing the EA path over law school

  • [00:08:00] What the U.S. Tax Court exam really takes

  • [00:14:00] Advocacy in action: when audits go too far

  • [00:22:00] The language gap: how Spanish-speaking taxpayers fall behind

  • [00:30:00] Why it’s time for more EAs to step up — and show up


Notable Quotes

  • “The enrolled agent credential gave me the power to protect taxpayers — and a purpose I didn’t expect.” – Ruben D. Valdes

  • “Most people invite me after the party. But if they brought me in earlier, they’d save thousands.” – Ruben D. Valdes

  • “Tax law is complicated in English. Now imagine reading it when English isn’t your first language.” – Ruben D. Valdes

  • “I don’t write the songs — I just sing them. Don’t blame your tax pro for the law.” – Ruben D. Valdes


Our Guest

Ruben D. Valdes, EA, USTCP is the founder of National Tax Problem Solutions, where he specializes in representing clients in IRS examinations, collections, and appeals. He is one of fewer than 250 non-attorneys in the U.S. admitted to practice before the United States Tax Court.

A nationally recognized tax instructor and author, Ruben has developed and taught both foundational and advanced courses in areas such as international tax, tax controversy, and strategic planning. His mission centers on educating both taxpayers and practitioners — particularly Spanish-speaking communities — about their rights and responsibilities under the tax law.

He authored Manejando Auditorías: Herramientas poderosas ante el IRS, the first Spanish-language book on handling IRS audits, and contributed to the EA Journal with his article “Tax Court Says: IRS Timely Responded, Your Offer is Not Deemed Accepted” (Dec. 2022). Ruben is a firm believer that high-level education leads to higher voluntary compliance and more equitable outcomes in tax administration.


Resource & Links

The Enrolled Agent Advocate Podcast

  • The Enrolled Agent Advocate

Brandy Spears

  • LinkedIn

  • Website - NAEA.org

Ruben D Valdes, EA, USTCP

  • LinkedIn

  • Website - National Tax Problem Solutions

...more
View all episodesView all episodes
Download on the App Store

The Enrolled Agent AdvocateBy National Association of Enrolled Agents

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

12 ratings


More shows like The Enrolled Agent Advocate

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,198 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,289 Listeners

Why That Worked  – Presented by StoryBrand.ai by StoryBrand.ai

Why That Worked – Presented by StoryBrand.ai

1,924 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

415 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

114 Listeners

Tax Notes Talk by Tax Notes

Tax Notes Talk

89 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

341 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

249 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

2,974 Listeners

Verdict with Ted Cruz by Premiere Networks

Verdict with Ted Cruz

44,052 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,399 Listeners

Morning Wire by The Daily Wire

Morning Wire

26,509 Listeners

Federal Tax Updates by Roger Harris, EA and Annie Schwab, CPA

Federal Tax Updates

29 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

15,487 Listeners

Tax in Action: Practical Strategies for Tax Pros by Jeremy Wells, EA, CPA

Tax in Action: Practical Strategies for Tax Pros

4 Listeners