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What Is An Enrolled Agent For Taxes?

Enrolled agents focus exclusively on tax issues, including audits, appeals, and collections. They’re said to be “enrolled” because they’re specially licensed by the federal government. An enrolled agent is the only type of tax professional who has this type of relationship with the IRS. EAs have unlimited representation rights before the IRS at all administrative levels.

Registered agents are tax professionals who have passed a rigorous Internal Revenue Service test covering every aspect of taxation. Tax professionals who have earned the EA designation are truly tax experts. Enrolled agents are required to abide by the provisions of the Department of Treasury’s Circular 230, which provides the regulations governing the practice of enrolled agents before the IRS. NAEA members are also bound by a Code of Ethics and Rules of Professional Conduct of the Association. Anyone applying to be an enrolled agent must pass a background check, which includes a review of the applicant’s tax transcript—essentially, a record of past tax obligations or payments.


This means that enrolled agents are able to represent taxpayers in any state in the country. Furthermore, enrolled agents are able to represent citizens abroad in tax matters.

  • When you entrust your taxes to an enrolled agent at H&R Block, you know you’re working with a professional with the highest standards of tax expertise and personal service.
  • According to the National Association of Enrolled Agents, there are approximately 87,000 practicing EAs in the United States.
  • And whether it’s an enrolled agent in one of our offices or one you connect with through virtual tax preparation, you’ve got an expert devoted to the ins and outs of taxes on your side.
  • They also do not have to complete the parts in any particular order.
  • Since 2012, Ageras has helped business owners find the best Enrolled Agent for their needs.

Applicants do not need to hold a particular degree or meet experience requirements. Frequently, provisions are added while others expire. Some are indexed for inflation, so they change as well. Some are effective at the beginning of the year while others become effective on the date a particular bill or law is signed. Only a qualified professional with all the facts at his or her disposal can determine the appropriateness of the application of any law to a given situation.

Enrolled Agent (EA)

A passport that doesn’t have a date of entry won’t be accepted as a stand-alone identification document for dependents. H&R Block prices are ultimately determined at the time of print or e-file. Choosing the wrong filing status is a common mistake. Read on to learn about filing statuses with H&R Block. CSEA would like to help make tax season be as painless as possible. Here are some tools and resources to help you during tax time.

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Tax professionals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Consequently, due to the expertise necessary to become an EA and the requirements to maintain the license, there are less than 50,000 practicing enrolled agents worldwide.

Enrolled Agents are America’s Tax Experts

The IRS is the definitive source of information regarding the SEE, becoming an EA, and the EA retirement program. Aspiring enrolled agents can discover the latest news affecting their profession and stay up to date with certification requirements. To register for the EA license exam, candidates must first create a Prometric account. Prometric requires an email address, a PTIN, a street address, and a government-issued identification document to open an account. The EA credential can verify your credibility, open doors to new careers, and attract work opportunities. Tax preparers, accountants, and those wanting to move into tax preparation can gain confidence with an EA license.

What Is An Enrolled Agent For Taxes?

An unfiled tax return can result in steep IRS penalties and interest. In addition to helping you file old taxes and ensure that you receive the maximum amount of deductions, enrolled agents are able to help you work through any penalties and interest you may incur. IRS regulations and tax laws can be overwhelming. Tax-related issues can be handled by an enrolled agent because they are not only familiar with the law, but also know how to deal with the unique circumstances. An enrolled agent is familiar with Federal tax law, IRS regulations, and specific situations that pertain to taxpayers and, more importantly, how to achieve the best, most cost-effective result for you. Tax returns for businesses can also be prepared by a CPA, but just in the state in which they are licensed.

Once I have passed all three parts of the SEE how do I officially become an enrolled agent? (updated 11/26/

He has written hundreds of articles covering topics including filing taxes, solving tax issues, tax credits and deductions, tax planning, and taxable income. He previously worked for the IRS and holds an enrolled agent certification. Enrolled agents are required to take part in continuing education to stay up to date on changes in tax law. According to the Treasury Department Circular 230 which governs practice before the IRS, an agent must take at least 72 hours of continuing education courses every 3 years, including at least 16 hours each year. At least two hours of the annual training must be in ethics. To become an enrolled agent, it is necessary to pass a three-part examination. This exam is comprehensive and covers every aspect of the tax code.

Since 2012, Ageras has helped business owners find the best Enrolled Agent for their needs. Fill out our quick form and let us know how we can help you and your business. Compare 3 quotes from an Enrolled Agent near you – easy, fast, and 100% free. Learn more about what an enrolled agent does and how you can become one. Learn more about what you can do to support the enrolled agent campaign. Test-takers who fail the exam must pay the same fee to retake the test. To maximize the value of their investment, candidates should wait to register until they are fully prepared to take the exam.

Do I Need an Enrolled Agent?

The “EA” designation is the highest tax credential recognized by the IRS. EAs are trained in a wide variety of common and unusual tax situations. With the tax laws changing yearly, it’s more critical than ever to have a qualified tax specialist on your side when preparing your tax and financial strategy. The Enrolled Agent license is the highest credential the IRS issues. Be confident about your tax return – use an Enrolled Agent. The growth of the enrolled agent industry depends on industry rule changes and the demand for tax services.

What Is An Enrolled Agent For Taxes?

Return must be filed January 5 – February 28, 2018 at participating offices to qualify. Type of federal return filed is based on your personal tax situation and IRS rules. Additional fees apply for Earned Income Credit and certain other additional forms, for state and local returns, and if you select other products and services. find the nearest participating office or to make an appointment.

Continuing education requirements

Candidates may take breaks to access the test center’s water fountain and are allowed to store bottled water and food in their locker. Candidates who pass a part of the examination can carry over passing scores up to three years from the date the candidate passed the examination. For example, assume a candidate passed Part 1 on November 15, 2020. Subsequently the candidate passed Part 2 on February 15, 2021. That candidate has until November 15, 2023 to pass the remaining part.

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In 1972, a group of enrolled agents collaborated to form the NAEA to represent the interests of EAs and increase the professional development of its members. The enrolled agent credential isn’t a certification, although it’s often referred to as such by many practitioners, including the National Association of Enrolled Agents . An enrolled agent must pass an IRS test covering individual and business tax returns to become credentialed. An exception to testing exists for those who have certain experience as an IRS employee.

They must also submit IRS applications and pass background checks. H&R Block provides tax advice only through Peace of Mind® Extended Service Plan, Audit Assistance and Audit Representation. By authorizing H&R Block to e-file your tax return, or by taking the completed return to file, you are accepting the return and are obligated to pay all fees when due. Description of benefits and details at What Is An Enrolled Agent For Taxes? NAEA members must additionally comply with the Association’s code of ethics and rules of professional conduct or they risk losing their memberships. EAs must complete 72 hours of continuing education courses every three years. Those who are also members of the National Association of Enrolled Agents must complete 30 hours per year for three years for a total of 90 hours.

How long does it take to prepare for EA exam?

Depending on experience, you should expect to invest up to 40-70 hours of total study time for each exam part.