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  • 1.  Enrolled Agent test

    Gold Most Valuable Member
    Posted 02-09-2023 01:25 PM

    For those of us that have staff that are not CPAs, but need to practice before NYS and IRS, its helpful (especially on the POA forms) if they are enrolled agents.  Does anyone have a suggestion, or does NCCPAP have a course, to help facilitate training our non-CPA staff to be EA's?



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    Mark L. Stone, CPA
    SALES TAX DEFENSE, LLC
    631-491-1500
    mstone@salestaxdefense.com
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  • 2.  RE: Enrolled Agent test

    Posted 02-10-2023 06:03 AM

    I believe that there are entities offering prep classes, but I'm not sure who. 

    The enrolled agent's examination, given by the IRS, is purely on tax law, practice and procedure, federal only.

    It has been said by many to be far more inclusive and far far tougher than the tax part of the CPA exam. 

    Many enrolled agents are ex-IRS employees, who if they meet certain stringent criteria length of IRS service in specific categories of position, and if I remember 15 or 20 years of tenure with IRS, can request that the exam requirement be waived as experience in lieu of exam, and if they qualify, the exam is waived, and application will be considered without having taken it. That is how I obtained my own enrolled agent's credentials.



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    Howard Silverman
    Enrolled Agent
    silvermantaxconsult@gmail.com
    516-302-5455
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    Original Message


  • 3.  RE: Enrolled Agent test

    Platinum Most Valuable Member
    Posted 02-10-2023 09:13 AM
    Edited by Sandra Johnson 02-10-2023 09:13 AM

    I have two staff that took the EA exam.  One used the Pass Key study guide.  The other used Gleim.  Both passed the exam. 



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    Sandra Johnson CPA
    JOHNSON CPA
    Bellmore NY
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    Original Message


  • 4.  RE: Enrolled Agent test

    Silver Most Valuable Member
    Posted 02-10-2023 10:42 AM

    I looked into this for a staff member. I felt that Gleim has a very good, self-paced, online curriculum for Enrolled Agents (EA).

    Best, Irene



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    Irene Wachsler, CPA
    Wachsler CPA LLC

    Contact:
    Irene Wachsler,
    Trusted Biz Advisor for small business & gig economy
    Cryptocurrency Tax Reporting
    Mass Film Tax Credits
    Wachsler CPA , LLC
    Cell: 781.883.3174
    Email: irene@iw-cpa.com
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    Original Message


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