latest IRS info on tax preparers - 2014

Discussion in 'Tax' started by Mark Bole, Dec 17, 2014.

  1. Mark Bole

    Mark Bole Guest

    Mark Bole, Dec 17, 2014
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  2. Mark Bole

    MTW Guest


    That's a good article. But I wasn't aware that EAs are "specifically trained." Sure, they've passed a test, but I wasn't aware that any "training" was required. ???
    MTW, Dec 17, 2014
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  3. Continuing education is required. Isn't that training?
    Stuart A. Bronstein, Dec 17, 2014
  4. Mark Bole

    Mark Bole Guest

    trained." Sure, they've passed a test, but I wasn't aware that any
    "training" was required. ???
    Maybe they are referring to annual minimum requirements for continuing
    education in federal tax law that Enrolled Agents must fulfill. By
    contrast, would a lawyer (for example) who prepares tax returns be
    required by anyone to take any tax law education?
    Mark Bole, Dec 17, 2014
  5. Technically no. Lawyers (at least in California) are required to
    do continuing education, but the topics are generally left up to
    the discretion of the participant.

    Likewise anybody who finishes medical school and gets his license
    is technically allowed to do brain surgery, even if he has not had
    any particular education on the subject.
    Stuart A. Bronstein, Dec 17, 2014
  6. Mark Bole

    MTW Guest

    They refer to CE later in the paragraph. It seems to me that the sentence implies that the "specific training" is a threshold qualification of the credential. This is factually incorrect.

    Continuing Education, by definition, is something that happens AFTER you've met the threshold qualifications. If they want to say "specifically trained through continuing education," that would be fine by me.

    Also, I'm not aware that CE for EAs must include "tax planning" and "representation." I believe it is sufficient if it simply covers "tax preparation" and "ethics."

    And I'll bet I'm not the only reader to be confused. ;-)

    MTW, Dec 19, 2014
  7. Mark Bole

    Mark Bole Guest

    Well, the link appears to be broken for now anyway. There are other
    links being updated in this content area at (some with Dec
    18 date, today), and they have yet to unveil their universal listing of
    tax preparers, so stay tuned.
    Mark Bole, Dec 19, 2014
  8. Right. According to the IRS website, there does not seem to be any
    required education or qualification to take the EA exam.
    I'm not certain, but according to the IRS website it appears that CE
    for EA's is divided into three categories: ethics, federal tax law
    and federal tax law updates (why that's a separate category I don't
    Stuart A. Bronstein, Dec 19, 2014
  9. Mark Bole

    D. Stussy Guest

    D. Stussy, Dec 19, 2014
  10. Mark Bole

    Mark Bole Guest

    Do you view previous posts before you reply? :)

    Here is one that is still "live". The IRS web site is apparently still
    under development, as they have their own broken links to fix.
    Mark Bole, Dec 20, 2014
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