Tax Planning

All the Answers You Need About IRS Enrolled Agents

9/28/2022

When choosing a tax preparer, the choice can be challenging, especially if you live in a region where the market is competitive.

If you want to ensure you are working with the best of the best – and, really, who doesn’t? – selecting an IRS Enrolled Agent (EA) is probably the right decision for you.

“But,” you might be saying to yourself, “I don’t even know what exactly an Enrolled Agent is!” That’s where this guide comes in. Below, you’ll discover all the answers you need about IRS Enrolled Agents, and how one can help you with your tax planning and tax preparation needs.

What is an IRS Enrolled Agent?

First and foremost, you need to know the definition of an Enrolled Agent. The Internal Revenue Service itself defines these tax professionals as:

…a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

This definition was most recently updated on September 17, 2014.

What is the process of becoming an Enrolled Agent?

IRS Enrolled Agents are subject to a rigorous application and approval process. The first step for interested parties is to obtain a Preparer Tax Identification Number (PTIN) if they don’t have one already.

Once that process is completed, prospective EAs must take the three-part Special Enrollment Exam (SEE). A test-taker must receive passing scores on all three sections, plus pass a suitability check in order to qualify for Enrolled Agent status.

Per the National Association of Enrolled Agents (NAEA), the three parts – each of which includes 100 questions and a 3.5 hour time limit – are:

Part 1 – Individuals
Part 2 – Businesses
Part 3 – Representation, Practice and Procedures

The suitability check includes tax compliance research and a standard criminal background check.

Is there a fee to become an Enrolled Agent?

As of March 31, 2022, the SEE exam has a non-refundable fee of $203 fee per part. This cost must be paid at the time of appointment scheduling.

Do IRS Enrolled Agents undergo continuing education?

Enrolled Agents must fulfill specific continuing education requirements to maintain their status. As of April 22, 2021, the IRS noted;

Generally, enrolled agents must obtain a minimum of 72 hours per enrollment cycle (every three years). A minimum of 16 hours must be earned per year, two of which must be on ethics. Enrolled agents must use an IRS-approved CE providerYou can find detailed information about continuing education for enrolled agents on the official IRS website.

How does working with an Enrolled Agent benefit taxpayers?

There are a number of benefits that come with working with an IRS Enrolled Agent. These tax experts know the most up-to-date information about the United State tax code, and understand how to help those who are dealing with tax trouble.

If you are interested in presenting an offer in compromise or dealign with tax problems in another way, an EA can help you every step of the way.

Furthermore, because these tax professionals have an excellent grasp of how the IRS functions, you can rest assured that you will receive the most deductions and credits, and the largest possible tax refund, year after year.

Do you currently have an IRS Enrolled Agent on your side?

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Steward Financial

Jon Osborn is a tax preparer based in San Dimas, California. His company, Steward Financial Services, offers a broad range of tax preparation, accounting and business consulting for small businesses. He loves to work with clients who are looking for answers to complex tax and business planning issues. He has owned several small businesses and worked with over one hundred small business owners. He helps his individual and business tax clients find the best ways to spend their money in order to minimize IRS tax. Small businesses looking to grow, sell or just increase cash flow are one of Jon's specialties.

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