Let’s break it down.
Enrolled Agents (EAs) can become credentialed in one of two ways: with five years of IRS experience regularly interpreting tax regulations or through the successful completion of the three-part Special Enrollment Exam (SEE).
Am I EA Material?
Are you smart, organized, detail-oriented, and always ready to learn? Do you believe in holding to the highest ethical standards possible? Want to potentially be your own boss? You might make a great EA…plus you don’t need a college degree.
Looking for real flexibility? EAs are employed and employable everywhere.
Corporations, consultancies, private practices, independent tax preparation firms, legal offices, and more. Unlike lawyers or CPAs who are licensed by individual states, EAs are free to practice anywhere in the country.
Two ways to launch your EA career.
1. Take and pass the three-part online Special Enrollment Exam (SEE) administered by Prometric. To get started, you must:
- Obtain a Personal Tax Identification Number (PTIN).
- Apply to take the SEE.
- Achieve passing scores on all three parts which cover every aspect of tax code.
- Apply for enrollment on Form 23.
- Undergo a background check prior to enrollment, which includes a review of your tax transcript. Failure to timely file or pay taxes can be grounds for denial of enrollment.
2. Have past service and technical experience with the IRS. You are required to:
- Possess the experience outlined in Circular 230
- Apply for enrollment on Form 23.
- Undergo a background check prior to enrollment, which includes a review of your tax transcript. Failure to timely file or pay taxes can be grounds for denial of enrollment.
Where to go for more info:
How do I prep for the exam?
Right here! NAEA has joined forces with Surgent Accounting & Financial Education to provide aspiring EAs with a best-in-class exam prep solution that’s customizable to your level of comprehension.
Apply for a scholarship through the NAEA-EF to help you reach your goals. Learn more.
