…before the IRS. 1966 The Treasury Department began using the Enrolled Agent (Enrolled to Practice before the IRS) title for the professionals it licensed. California Society of Enrolled Agents. (n.d.). The history of enrolled agents and CSEA. History. Retrieved December 15, 2021, from https://csea.org/CSEA/Your_CSEA/About_Us/History/CSEA/Your_CSEA/History.aspx?hkey=bcd7a01d-b74c-4099-bc5c-bbae0df4a98c 1972 NAEA was founded as the Association of Enrolled Agents (AEA) in 1972 in Hawthorne, California. Through the pioneering efforts of David Smollan, EA, the Founding Chapter of an organization dedicated to Enrolled Agents was…
…in their bylaws as well. A state affiliate will maintain its separate incorporation and continues to be bound by all nonprofit laws and reporting regulations.State affiliates will also continue to maintain a chartered relationship with NAEA and will continue to work with NAEA to support all members. The state affiliate would be responsible for all administrative and operational functions. An affiliate would dissolve their current incorporation and become a component of NAEA. This eliminates the need for a separate governance…
…categories: what the Hill did to us and how NAEA tried to influence the Hill. Our primary legislative objective has been and continues to be regulation of return preparers [aside on nomenclature—regulation v. registration]. Enrolled agents hold a strong consensus on this issue, and since last I spoke before NYSSEA, NAEA has reached a high water mark in its advocacy. In addition to a Senate bill (S. 1219, sponsored by Senator Bingaman of NM), we now also have a House…
…as the number one challenge for this tax season. NAEA membership also believes that taxpayer unpreparedness (11 percent) and late or incorrect tax documentation (9 percent) will be the main issues impacting the filing season. According to NAEA Executive Vice President Megan Killian, enrolled agents will be an essential asset to taxpayers this season. “NAEA continues to support and advocate for enrolled agents and the profession. Our members are tax experts representing the most skilled demographic of tax prep and…
…using the current emergency to comply with the TFA e-signature mandate, IRS would increase digital security for powers of attorney and disclosure authorization forms; help Circular 230 tax practitioners better represent taxpayers; and speed the ability of the agency to resolve open cases—not to mention to comply with the Taxpayer First Act. NAEA has been the industry leader on this issue and continues to stand ready to work with the agency in its implementation. Sincerely, Jerry Gaddis, EA, MBA President…
…administrators. As always, we look forward to continuing to work with you on creating a common sense, rigorous oversight framework that protects all taxpayers, levels the industry playing field, and produces more accurate tax returns. Sincerely, Francis X. Degen, EA, USTCP President cc: Steven Miller, Deputy Commissioner for Services and Enforcement Karen Hawkins, Director, Office of Professional Responsibility 1 “Frequently Asked Questions: Testing Requirements, FAQ b1,” posted July 18, 2011, http://www.irs.gov/taxpros/article/0,,id=239683,00.html. 2 Frequently Asked Questions: Testing Requirements, FAQ b7,” http://www.irs.gov/taxpros/article/0,,id=239683,00.html…
