Becoming an Enrolled Agent

Becoming an Enrolled Agent is a career choice that enhances your tax practice.

There are three primary areas of practice for an Enrolled Agent: these areas affect everyone's life.

  1. The planning cycle - Financial, Estate and Asset Protection
  2. Preparation - Individual, Partnership, Corporation, Gift, Trusts, Estate, and Payroll Reporting. Also individual state requirements, FTB, BOE, EDD.
  3. Representation - Government letter, audits to appeal, and collections ( Collections Due Process, installment agreements and offers in compromise of tax debts.

How do you become an Enrolled Agent?

  1. Work for the Internal Revenue Service for five years in a position related to the tax code.
  2. Pass the two-day Special Enrollment Exam. The next exam is September 2004.

How can we help you?

The local Chapter of the California Society of Enrolled Agents provides a summer review course that covers all areas of practice.