Enrolled Agent EA Overview, Requirements, Benefits

He should review the materials and work on more practice questions in the areas of income/assets and taxation/advice. Now, if you don’t have to take the exam and are able to use your previous IRS work experience, how to become an ea then the application process will look a little different. In this case, you’ll need to submit additional information to the IRS about your education, training, certifications, and work experience.

Once you’re enrolled, it’s important to maintain your credential. The IRS requires EAs to apply to renew enrollment Opens in new window every 3 years. You must also renew your PTIN annually between mid-October and December 31. Enrolled Agents must complete 72 hours of continuing education (CE) over the 3-year enrollment period. To remain active, you must complete a yearly minimum of 16 hours including 2 hours of ethics or professional conduct. Sample test questions are also available as examples of the types of questions that may appear on the examination.

Why Get an Enrolled Agent License?

They will be there for you every step of the way as you work toward becoming an EA. Enrolled agents must renew their certification with the IRS every three years. Each EA’s renewal year is determined by the last digit of their Social Security number. Agents can file their renewal applications online or on paper. An international test administration agency, Prometric administers the SEE on behalf of the IRS. Test-takers can access a variety of resources through Prometric.

Enrolled agents prepare taxes and deal with the IRS when clients are audited. They may represent clients concerning collections and appeals. However, enrolled agents require government licensure from the IRS before they can begin to practice. Enrolled agent status is the highest credential the IRS awards.

How many times within a testing window can you take each part? (added 9/17/

An enrolled agent (or EA) is a federally authorized tax specialist that operates to provide advisory services to American taxpayers about matters concerning the Internal Revenue Service (IRS). Achieving “EA” status is considered the highest credential awarded by the IRS and is legally recognized throughout all 50 U.S states. You must apply for enrollment within one year of the date you passed the third examination part. If you have the required number of years of technical experience in the IRS (see section 10.4(b) of Circular 230), you may apply for enrollment and request SEE waiver. For successful examination candidates, our goal is to have this process completed within 90 days of receipt of your application.

• However, the CPA Exam is longer and more all-encompassing than the EA exam.
• Payment will be automatically renewed each month or year depending on your membership.
• And, they can advise clients in matters that involve multiple states.
• The NAEA is the nation’s leading community for tax practitioners – from aspiring enrolled agents to experts with decades of experience.
• Test-takers can access a variety of resources through Prometric.
• Basically, about 3 weeks before your study time is over, you should schedule your test appointment for the appropriate EA exam part.

Applicants have to pass each section of the three-part exam and undergo a background check. You can get a score report just like this onsite immediately after the exam. You also will receive a printed score report in the mail within 60 days of the test date. When you get it, you can review Prometric’s https://www.bookstime.com/articles/stocks-and-bonds additional information about understanding your score report. If you failed the EA exam, you’ll receive immediate notification of your result as well as additional information about your performance. You’ll get a score ranging from 40 to 104 so you can see how close you were to passing.

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This job is dependent on your interpersonal and organizational skills, which should develop over time through relevant work experience. Keep reading to discover the different types of executive assistants and the required skills, experience, and education. A certified public accountant (CPA) license, for example, allows accountants to work in auditing, accounting, and financial planning.

“Agent” means a person authorized to appear in the place of the taxpayer before the Internal Revenue Service (IRS). For those specializing in tax, enrolled agent (EA) is a distinctive title that brings significant rewards. As an EA, you have seemingly endless opportunities to grow your career and, as a result, your bank account. So, if you’re thinking about pursuing the EA designation, then you can use this 10-step guide to learn everything you need to know to get started. The guide tells you how to become an EA and outlines each important decision and action along your journey.