Become An Enrolled Agent Ea Career And Degree Requirements

becoming an enrolled agent

Also, make sure you bring a government issued ID that has the exact name used on your exam registration forms. If you miss your appointment or forget your ID, you won’t be allowed to take the exam and will have to pay again to schedule another exam. Make sure you spend lots of time with practice questions and mock exams. By answering lots of questions in an exam-like environment, you’ll feel much more comfortable on exam day and confident with your expected score since you’ve already tried out a few mock exams. As an enrolled tax preparer, you are able to have much more responsibility and provide a range of services.

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• IRS Examinations are up over 100% – According to enforcement results published by the IRS in 2009, examinations of individual returns increased over 100% since year 2000. •Increased Expertise– becoming an enrolled agent will improve your knowledge about the various rules and regulations can help make you a better tax practitioner. In order to become a certified Enrolled Agent through the IRS, you will need to complete all three parts of the IRS exam, which is not part of the class or the course fee. Visit the Prometrics testing center sitefor more information. An EA does not handle criminal matters or represent clients in tax court unless the EA also happens to be an attorney. In 1966, “Enrolled Agent” became the official name for representatives able to demonstrate special skills and expertise in tax matters by passing the Special Enrollment Examination. Once you are accepted to take the SEE, you can contact your nearest Prometric testing center to schedule convenient test times.

How To Maintain Your Enrolled Agent Credential

Since income taxes aren’t going away anytime soon,the role of an enrolled agent will always be in need. Enrolled agents have been around since the American Civil War, providing competent representation to the american taxpayer and protecting their rights. With the EA title, you can offer a wide range of services beyond tax preparation since you are seen as the pinnacle for the tax profession. Only available for returns not prepared by H&R Block. All tax situations are different and not everyone gets a refund. Fees apply if you have us file an amended return.

This includes a review of the applicants tax transcript. Failure to timely file or pay taxes can be grounds for denial of enrollment. The IRS generally process applications within 90 days.


In 1959 the Special Enrollment Exam was created to qualify representatives before they could represent taxpayers before the IRS. In 1966, the Treasury Department began using the Enrolled Agent title for the professionals it licensed. The only area where an enrolled agent cannot represent you is in tax court.

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CPAs are licensed at the state level which limits their scope of practice to within those jurisdictions. However, CPAs can gain reciprocity in certain situations. We believe everyone should be able to make financial decisions with confidence.

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A case where this might make sense is if you work as an EA while you are preparing to sit for your CPA exam with the goal to continue work in taxation. Otherwise, it would be redundant to go for the EA when you are already a CPA. How much will it cost you to get your CPA license? Well, there isn’t a straight answer for this one because of all the different factors. If you really want to do a deep dive and get the specific requirements check out our fullCPA requirements by state.

becoming an enrolled agent

There is both a paper form and an online form available through Opens in new window. An enrolled agent usually works on a year-round basis helping clients. As part of an EA’s job responsibilities, he or she often develops a strategy for handling matters with the IRS. In this capacity, enrolled agents work to reach satisfactory agreements regarding plans, payments, estimations, and settlements. Due to the fact that this type of work can be quite complex, the job of an EA is often in high demand.

Schedule And Take The Enrolled Agent Exam At Prometric And Pass All Three Parts Within Two Years

This will ensure that there are no inadvertent accidents that might harm your client. Such diligence will also enable you to inform your client of any omissions or other inaccuracies. Even if you are handed work from other accountants or EAs, you must verify that they are a reliable source for that work before you sign off on it. More EAs have passed with Gleim than with any other course provider. Get everything you need to pass all three parts of the EA exam with confidence. Being an EA is about more than having a certificate on your wall. It means that you have demonstrated the knowledge and ability that establishes you as top rated in your field.

becoming an enrolled agent

Enrolled agents are licensed by the federal government, have demonstrated special competence in tax matters and professional ethics, and can practice before the IRS anywhere in the United States. Adaptive sequencing is the ability to continuously collect real-time data on performance and use it to automatically change a students learning experience.

Continuing Education Ce

Total testing time for each exam part is 3.5 hours. Furthermore, you can sit for the EA exam during the annual testing window from May 1 to February 28 of the following year. The CPA is a more well-known certification that also offers increased job opportunities, income, and incentives. Technically, CPAs can also experience greater increased earning potential over time. Furthermore , CPAs charge more for tax services. Everyone needs the aid of a tax expert at some point in their lives, so the demand for EAs is there. And with CPAs placing such a premium on their assistance, EAs appeal to the public with their advanced tax knowledge and their reasonable pricing.

The first step toward becoming an Enrolled Agent is to obtain a PTIN. If you already have a PTIN, you will need to make sure it is current.

It is not an easy test; it requires preparation and diligence, as any licensing process should. With hard work and a little support, however, you, too, can earn this prestigious license. According to the IRS, becoming an enrolled agent requires just four steps. You must first obtain your preparer tax identification number , which puts you in the Treasury Department’s database. If you pass all parts of the exam, you may then apply for enrollment through the IRS website.

This exam covers auditing and attestation, business environment and concepts, financial accounting and reporting, and regulation. Overall, it usually takes at least eight years to become a certified public accountant due to the necessary requirements. In some states, candidates must also work a certain number of hours under the direction of a CPA prior to being allowed to sit for the exam. In order to work as an enrolled agent, candidates must receive the proper certification from the Internal Revenue Service.

  • An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S.
  • For example, their old mare may have suddenly transformed into a thoroughbred stud with a high market value.
  • In recent years, an increase in IRS enforcement has resulted in the need for more taxpayer assistance.
  • These inspections will take a few seconds and will be done at check-in and again upon return from breaks before you enter the testing room to ensure you do not violate any security protocol.
  • Unlike many other professional exams, the SEE does not require you to meet any particular work experience or educational standards.
  • You are responsible for performing due diligence in all matters.
  • The purpose of the review was to obtain specific details about the tasks an Enrolled Agent performs and the knowledge needed to adequately perform those duties.

Enrolled agents have demonstrated competence in tax matters, allowing them to represent taxpayers before the Internal Revenue Service. Earning the EA license proves dedication and a commitment to providing the most knowledgeable service possible for his/her clients.

Specialized Returns and Taxpayers – 18 questions3. Specific Types of Representation – 19 questions4.

becoming an enrolled agent

A thorough background check, including an FBI background check, is also part of the 60 to 90 day review of your application to be an Enrolled Agent. An enrolled agent is a person who has earned the privilege of practicing, that is, representing taxpayers before any office of the Internal Revenue Service. An enrolled agent can negotiate with the IRS during examinations and appeals, and act in place of a taxpayer signing consents and executing agreements on their behalf. An enrolled agent is the only professional granted a right to practice directly from the U.S. government. Attorneys and certified public accountants have state licenses, which limits their practice only to the states where they are licensed. Unlike a CPA or Attorney, an enrolled agent holds a federal license and has the right to represent any taxpayer in any state regarding federal tax matters. An enrolled agent is considered a tax specialist, which sets them apart from attorneys or CPAs who do not always specialize in taxes.

Author: Randy Johnston