
This course explores some of the statutory and regulatory return preparation requirements to which a tax professional is subjected without respect to the perceived skill level necessary to complete a return. In addition, the course frames alternatives available to taxpayers with simpler returns (various free/low-cost tax return preparation options). Finally, it explores hazards to which supposedly simple returns expose a tax professional and reminds tax professionals of the value that even “simple” return preparation provides clients.
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*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00719-25

Bob Kerr has spent his entire career focused on tax administration. Over the course of a dozen years at the Internal Revenue Service he held a variety of positions, largely in compliance and technology research. He served in a professional staff position on the U.S. Senate Finance Committee under the leadership of then-Chairman Charles E. Grassley, where he focused his efforts on IRS oversight. Bob also held senior leadership and/or policy positions at the National Association of Enrolled Agents (NAEA), a professional association of tax practitioners, including as senior director of government relations, where he worked with IRS leadership and the Hill on a range of emerging pre-filing, filing, and post-filing issues.
Bob is now principal of his own firm, Kerr Consulting LLC, which allows him to serve as a tax administration, tax policy, and public policy thought partner to his individual clients and pursue a long-held interest in education, public speaking, and tax preparation. He is often quoted in the tax press and has recently been published in Tax Notes Today and Bloomberg Tax Insights. In 2026, Bob started volunteering in IRS’ Volunteer Income Tax Assistance (VITA) program.
He is an enrolled agent and holds an MBA from Case Western Reserve University and a BA degree in finance from Mount Union College, both in his home state of Ohio.
1 IRS CE/1 NASBA CPE*
This course explores some of the statutory and regulatory return preparation requirements to which a tax professional is subjected without respect to the perceived skill level necessary to complete a return. In addition, the course frames alternatives available to taxpayers with simpler returns (various free/low-cost tax return preparation options). Finally, it explores hazards to which supposedly simple returns expose a tax professional and reminds tax professionals of the value that even “simple” return preparation provides clients.