The Definitive Guide to Becoming an Enrolled Agent

…each individual state board of accountancy each time you move. It also allows you to effectively provide services to clients in any state. This is a great benefit for accountants approaching retirement and want the flexibility of travel.Enrolled Agents may not provide an opinion on a financial statement like a CPA, so if your practice is both assurance and tax, you will need your CPA license for any state where you do assurance work. However, if your practice is focused…

What is an Enrolled Agent?

Enrolled Agents (EAs) are America’s Tax Experts Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury’s Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners…

Join NAEA

…Special Enrollment Exam Instructions: Submit your application online along with supporting documents in PDF format using the link below. The SEE Passer discount cannot be combined with any other discounts or promotions. (Open to EAs only) Fees: $265 annual fee plus state affiliate annual dues. Click here to view the list of state affiliate dues*. * If your practice is located in a state with a NAEA state affiliate, then the amount of the affiliate dues is noted. These dues…

NAEA Celebrates 50 Years

…Enrolled Agent (Enrolled to Practice before the IRS) title for the professionals it licensed.   California Society of Enrolled Agents. (n.d.). The history of enrolled agents and CSEA. History. Retrieved December 15, 2021, from https://csea.org/CSEA/Your_CSEA/About_Us/History/CSEA/Your_CSEA/History.aspx?hkey=bcd7a01d-b74c-4099-bc5c-bbae0df4a98c 1972 NAEA was founded as the Association of Enrolled Agents (AEA) in 1972 in Hawthorne, California. Through the pioneering efforts of David Smollan, EA, the Founding Chapter of an organization dedicated to Enrolled Agents was established in Los Angeles. Within one year, it was the…

NAEA Member Discounts

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NAEA Sr. Director, Government Relations, Rober Kerr Testifies Before IRS Panel on Proposed SEE User Fee Regulations

…to wonder why IRS doesn’t charge a user fee to some 62,000 annual filing season program record of completion participants[ix], yet has given to those participants the right to limited practice without any requirement whatsoever to demonstrate representation skills. We note IRS could double the number of exams administered annually if only a third of the program participants took just one part of the SEE. ***** IRS must articulate a clear, consistent, and transparent policy with respect user fee assessment,…

State Advocacy

NAEA works in partnership with state affiliates on state-based legislation, regulations, and legal issues. Brief updates on selected state issues are published in E@lert, NAEA’s weekly e-newsletter, and in the EA Journal. NAEA Legal Defense Fund The NAEA Legal Defense Fund was established to assist with the legal expenses required to defend the rights of enrolled agents to practice before all levels of the Internal Revenue Service and associated levels of state or local departments of taxation. It is funded…

Home

We Power America’s Tax Experts. We are the National Association of Enrolled Agents. Become a Member What is an Enrolled Agent? Learn about Minnesota Law Limiting Practice Rights JOIN US! Two simple ways to get started. If you’re a tax professional or want to learn more about a career as an enrolled agent, NAEA is for you. You’ll join a thriving community of nearly 10,000 members—or if you’re an organization, you can gain access to this dynamic, engaged audience as…

FAQ

…be refunded on the same method of purchase, either a credit on the original purchase credit card, or if paid by check a refund check will be sent to you. To check your progress on a course you must log-in to the NAEA Continuing Education Portal. Follow these instructions on how to log in to the NAEA website and how to check your progress status for a course. Topic: National Tax Practice Institute The National Tax Practice Institute™ (NTPI®) is…

Partners

NAEA Strategic Partners represent the top providers of products and services to tax professionals. They include industry leaders in management consulting, technology, communications, financial services, marketing, education, and insurance solutions. To discuss partnership opportunities with NAEA, contact the Membership Department at membership@naea.org….