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Questions about becoming an Enrolled Agent (EA)?

I have been looking into this for some time. I know what an EA is and what they do. I know about the exam, etc.

My question is actually regarding the 'work environment'. If I graduate with a BS in Accounting and pass the EA exam (I'll be taking additional courses on taxation and studying my butt off), what are my options? How do I build up a clientele if I plan on becoming self-employed at some point? Should I work as a general accountant first or dive right in to start my own tax consultation and preparation service? Where would I work as an EA if I'm not self-employed? Regardless, are EAs generally busy year-round or does it 'peak' during tax time and hit a 'low' during the rest of the year?

I know this is what I want to do. I'm just not sure of how to go about doing it.

Suggestions? Comments?

Asked By: Curiouser and curiouser - 7/22/2009
Best Answer - Chosen by Asker
I'm going to give you two answers - one about the job environment. Then, below that, an answer I gave to a CPA who wanted to know why she should become an enrolled agent.

Good luck in your endeavors!

Eva Rosenberg, EA
Your TaxMama®
http://www.TaxMama.com

First let me tell about the work environment. These days, as an enrolled agent, you can work practically anywhere - from your kitchen table to the big national CPA firms. Everyone recognizes the strength of the EA designation. - Check out CareerBank, Monster or whoever and search for 'enrolled agent' or 'tax' in your area and you'll see what I mean.

You can start out, with no experience, in places like H&R Block, or volunteer for IRS's VITA program (great training!) or AARP's Tax Aide program. Or perhaps your college has a volunteer program. Those are some good ways to get quick hands-on experience. That will give you enough experience to start your own practice, working with individuals.

If you want to work with businesses, I'd urge you to get training first. Dealing with the business issues for someone coming in cold, with no experience is tough. And your clients suffer if you know nothing but what you've read. It's better to spend some time in a tax office working with business clients in the fields you want to concentrate on.

One of the things you might consider doing is find the kind of clients you'd love to have, and interview their tax professionals to get more information. Odds are, not only will you get information, you'll be offered a job.

Second answer - The other day, a CPA asked about why should get her EA.

Why bother, when you're already a CPA?

First of all, your license comes from your state and your state's CPA society. Enrolled Agent's get their mandate from the U.S. Treasury Department. As a result, the EA is recognized nationally - in fact, internationally, wherever there are Americans needing tax returns or representation assistance.

Second, although the CPA is a very prestigious license, and not easy to earn, the education and training is really mostly about write-up and certified audits. The tax education leading up to the Accounting degree is really quite superficial. (No doubt, it's gotten better since I was in college, but...from what I am seeing in the field....not much.)

Third, to get your T-Card (Treasury Card), you're going to have to pass a really tough series of IRS exams on taxation, representation and practice. It's much harder than you can imagine. In the process of passing these exams, you will learn a great deal about tax audit and collections law and representation rules and techniques - areas most CPAs never practice in. In fact, these are areas of tax law to which most CPAs have never been exposed. I held a series of Insiders Workshops with IRS for about three years. Instead of IRS's usual
boring presentations, I posed a series of questions on 6 or 8 topics. They took up the challenge with gusto - and sent their best managers to do the presentations.

CPAs, many of whom had been practicing for 20 years or more came up to me after the workshops. They told me what an eye-opening day it had been. In all their years of practice they'd never known about these laws, loopholes, opportunities, or resources. These are things EAs grow up knowing about and using everyday.

Fourth, and you're really going to hate this reason. Believe me, though, sadly, it's true. IRS examiners hate to deal with CPAs. They often tell me CPAs come in pompous, overbearing, rude, uncooperative - and unprepared for the audit. If only you could hear the stories these examiners tell me when I walk in with everything they need to
sign off on a 'no change' audit - usually in an hour or less. We spend the other hour just chatting and laughing. (There's the time a famous actor's son was audited, represented by a CPA. The guy was so obnoxious the auditor disallowed everything, assessed understatement penalties and preparer penalties, and sent him away to get better substantiation for the expenses before she posts her audit report as final. She told me, she felt really sorry for the taxpayer. She knew that if he had come in alone, she'd have allowed practically everything. She would have explained to him what he did wrong on the few other things - and not assessed any penalties. But the CPA was such a jerk, she wasn't going to let him get away with that behavior.)

Fifth, when dealing with IRS, remember, they get paid much less than the typical CPA - and it's made quite clear to them that CPAs consider the examiners to be inferior and less educated than the CPA. IRS examiners and collections officers relate to Enrolled Agents because they can automatically get their T-Cards after serving IRS for over 5 years in certain capacities. We're one of them - or vice versa.

Sixth, if you're planning to build a practice around taxation, the EA is the only way to go. It is the only license of any kind t
Answered By: TaxMama - 7/24/2009
Additional Answers ()
I have both. I gort my EA first then the CPA. When I deal with the IRS I do not mention the CPA, because the Service will listen more to an EA when you bring up an issue. The CPA doesn't usually have as much experience in dealing with the IRS.

I worked as a tax partner for a multi office CPA firm in the Los Angeles area, fo about ten years. It was with them when I got the CPA certificate.

As someone mentioned in taxes your clients all come from referral, except for collections work, I have clients all over the country and in several countries. As a CPA the only difference would have been that my fees would be higher (though not much) and when I did travel to Utah or Georgia the hassels as a CPA would be much higher. I just say that I am an EA and let it go at that,
Answered By: Chuck & Stephanie N - 7/25/2009
I would recommend taking and passing the EA exam as soon as possible. If you're working for an accounting firm, it will increase your value to your employer and may be reflected in your paycheck. Should you eventually become self-employed, being an EA will help you build your clientele as you build your business. Don't take on the position that "I need to learn more before I become and EA." The tax profession is a constant learning experience, even for the most veteran preparers.
Answered By: johnhuntback - 7/24/2009
When an EA is busy depends on his or her clientele. The more complicated returns aren't finished until well after the April 15th deadline.

Have you worked for a tax preparation company yet? If you have a BS in Accounting, it would make more sense for you to get a job with an accounting firm. Many will start you in the audit department because many states require audit experience to become a CPA. The training in audit also helps with taxes because you learn how to keep work papers, etc. (Less and less of the work papers are actually paper these days.)

It takes a few years of doing taxes before you will be qualified to handle anything but the simplest of returns on your own. Also, you need to learn how to deal with the IRS and state tax agencies.

If you start your own tax preparation business, you will need errors & omissions (frequently called E&O) insurance.

To find out the requirements to become a CPA in your state, just google "CPA requirements by state" and several sites will come up that give a breakdown by state of the various requirements.
Source(s):
Many years of experience. I've handled tax returns that scare IRS auditors.
Answered By: garyg7 - 7/22/2009
First off, our firm IS a Limited Liability Parntership of tax professionals; however none of us are EAs - By Choice. Being an EA "could" bring you additional business down the road as you would be able to represent a taxpayer before an Appeals Officer or a Collection employee on a tax return that you did not get paid to prepare - AND you could represent the taxpayer without the taxpayer being present at the meeting. That's about the only advantage of an EA (or CPA) to a client.

As unenrolled preparers, we can represent our clients before Examination agents without the client being present on returns (or amended returns) that we actually prepared. We can also attend meetings before Appeals Officers or Collection employees along with our clients.

The reason I mention all this is that folks who have become delinquent in their filing and/or paying of taxes are usually the ones who are looking for the services of an EA - and you probably won't get a LOT of that part of the trade right off the bat. One of the things that taxpayers are told who find themselves in this mess is to find out if the person they are trying to hire to represent them has any experience in it.

So you may wish to hold off on the expense and bother of the EA exam for a year or more until you build a client base. If you will look around, you will likely find what we found. Not a lot of individual tax pro's do any "advertising". Oh sure...there's the HRB ads on cable TV, but outside that you don't hear much from your neighborhood tax preparation firms. That's because most of your clients are going to be gained from "word of mouth" referrals from previously satisfied clients.

Be prepared to not have very many clients your first year - so don't go out and spend a large chunk of money on your tax prep program. In fact, you may want to utilize the Pay Per Return (PPR) option right off the bat. At least until you generate enough of a client base to warrant paying for the full program.

I strongly advise you to check out the professional organizations. You can visit naea.org for the National Association of Enrolled Agents. Many tax pro's (enrolled and not) belong to the National Association of Tax Professionals. Click on the first link below to visit the homepage for N.A.T.P. and click on the second link for their zip-code searchable database of members. You might get a list of professionals in your area that you could call on for advice.

I also stongly advise you to join your local Chamber of Commerce and make as many ribbon cutings and grand openings and Business Before Hours and Business After Hours and whatever else they offer as you can. You need to work up your "elevator speech". This is a 90-second presentation that introduces you and what services you offer. The idea is it is the blurb you would deliver if you were on an elevator and you wanted to introduce yourself to a potential client. Once you have your elevator speech down pat, then when you attend all those chamber events you can "Network...Network...Network".

G'Luck.....

If we can be of further assitance please feel free to ask...


Mike Womack, Sr. Partner
Zero Degrees Tax LLP
Moore, OK
Lawton, OK
Source(s):
http://www.natptax.com/about_us.html https://www.natptax.com/EWEB/DynamicPage.aspx?Site=NATP&WebKey=d62b4f10-138e-491c-bad5-54e398fb9579 http://www.zerodegreestax.com
Answered By: MisterZero - 7/22/2009
Most EAs are self employed. The other employment route is to work for someone else, typically a CPA firm, or, if you must, H&R Block. If you work for a CPA firm, the assumption from your colleges and bosses is that you are going to pursue a CPA.

EAs prepare taxes, but where the "real" money is is in collection, where you represent the client before the IRS. Only an EA, CPA, or attorney can do that, and the CPA and attorney can only do it for the state that they are registered in.

There are several EA organizations such as http://www.naea.org/MemberPortal/About/ NAEA and NATP, (you may meet their requiters at the EA exam) and talking to them will give you a better idea than I can.
Answered By: Chuckie O - 7/22/2009
Go for it.

The better you can look to potential clients or employers the better for you. I would be nowhere if I was not an EA because my practice is 90?epresentation fixing messes made by others.

If you are working on a BS in accounting you will want to function at a higher level then H&R Block seasonal preparer. Ideally you would work for a CPA firm and work to get your CPA. If you took the exam and got your EA along with your degree you would have a professional credential that your fellow students don't and could represent your employer's clients, not just come along for the ride. You would also be able to represent clients anywhere in the country, something you can't do as a CPA.

If you are taking a lot of tax in your accounting classes taking the exam may not be the pain it is to a lot of other people.
Answered By: Max Hoopla - 7/22/2009
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What could you earn with a particular four-year degree? Find out by checking out this list of the top-paying jobs for 20 of the most common majors.
Eight High-Paying, Secure JobsArticle Rating
Want to earn a good salary and enjoy a measure of job security as well? Check out these well-paying jobs on tap for fast growth in the coming years.
2013 Finance Jobs OutlookArticle Rating
Three things predict whether your finance job search will fly or flop in 2013: your skills, your industry knowledge and (surprise!) the federal budget.

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