How to become an Enrolled Agent


A

awp west

Hi, could you please describe the process of becoming an Enrolled
Agent and recommend good material to study to pass the exam? Thanks
 
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A

Arthur Kamlet

Hi, could you please describe the process of becoming an Enrolled
Agent and recommend good material to study to pass the exam? Thanks

This is an IRS information page with information about EAs

http://www.irs.gov/taxpros/agents/article/0,,id=100710,00.html





This is an information page from the National Asociation of Enrolled Agents

http://www.naea.org/memberportal/Resources/ForTaxpayers/whatis_EA.htm



Here is past NAEA president Gina Jones, EA, with a similar explanation





This link is from Prometrics, the organization contracted by the
IRS to administer the SEE exam. It contains links to specifications
for each of the three parts of the SEE.

http://www.prometric.com/IRS/default.htm


This google will get you links to professional study courses for taking the
Special Enrollment Exam (SEE)

google Enrolled Agent SEE Study Course


I prefer not to use this Board to recommend one commercial study course
over another.
 
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M

Mark Bole

I prefer not to use this Board to recommend one commercial study course
over another.
There might be a subtle difference between "recommending" and "reporting
experience" -- I can't do the former (due to lack of study and
comparison between products) but could certainly do the latter.

To the OP, if you provide the name of the US state where you live, and
your professional plans, it might get you some better, more specific advice.

For example, in California, I would strongly recommend you visit the
CSEA web page (state affiliate of NAEA) at www.csea.org. There you will
find a whole calendar full of local chapter monthly dinners, where you
could meet and mingle with other EA practitioners, hear a 1-hour tax
talk (CPE), and maybe even get a free dinner as a first-time guest!
(Doesn't hurt to ask).

What do you hope to do with the EA designation? Start your own
practice? Become an employee for a tax firm? Something else? That
might influence the path you take. For example, one path that is fairly
easy, if not very fast, might be to work for your local H&R Block office
for a few years as a seasonal tax preparer. They strongly encourage
their employees to become EA's and provide free training materials and
other types of support for passing the SEE, plus increased commission
rates for EA employees. (Disclaimer: HRB is a former employer of mine,
information may not be current).

Beyond that, you should decide if you want instructor-led training for
SEE preparation (such as is offered by many of the same California local
chapters I mentioned above), or self-study. Your previous experience
with tax preparation, and your learning style, will influence that choice.
 

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