…takes an expansive view of taxpayer service, which we submit encompasses nearly all of the agency’s external-facing functions. As a result, pre-filing issues (e.g., tax ID numbers, withholding and estimated tax payments, forms and instructions, walk-in service, access to prior year tax information); filing issues (e.g., electronic filing, math error adjustments, ID theft); and post-filing issues (e.g., compliance notices, audits – both office and correspondence – and collections) are included. Too often, policymakers and IRS create a false choice between…

…awareness. Annual renewal cycle The enrolled agent renewal cycle is three years—and has been for well over two decades. The PTIN renewal process, which largely overlaps the EA renewal process, is annual. This proposal creates an environment in which enrolled agents (as well as enrolled retirement plan agents or ERPAs) must renew their representation licenses every three years and their PTINs annually. I take this opportunity to request that EAs and ERPAs be allowed to use their currently-issued IRS enrollment…

…for each subsequent year after complimentary period for up to 8 years. After this 10-year period, the member must change to an Associate or Regular membership type. If you live in a state that has a State Chapter, you will automatically be enrolled in chapter membership with no extra fee. If your state does not have a chapter, view NAEA State Affiliates. Affiliates operate independently from direct NAEA governance. Members are encouraged to join (but are not required). Members may…

On January 9, 2018, IRS informed tax practitioners and tax industry partners of a January 3 policy change to Internal Revenue Manual (IRM) Section 21.1.3.3, “Third Party (POA/TIA/F706) Authentication.” The stated purpose of this section of the IRM is to provide appropriate research and procedural instructions for IRS customer service representatives (CSRs) to verify the identities of taxpayer representatives who indicate they have a third-party authorization for a taxpayer on file with the IRS. In practice, the IRM update requires…

…note: these are in draft form and may be subject to change based on member feedback, emerging information, and outcomes of board decisions. Timeline of Proposed Changes Frequently Asked Questions NAEA members who are active enrolled agents will still have to meet the IRS continuing education requirements. They will still be required to get 72 hours of CE every three years, with a minimum of 16 hours per year, and two credits of ethics each year. The current affiliate structure…

…or contact Jessica Masters, Director of Education at jmasters@naea.org for more information. View the prospectus or contact Jessica Masters, Director of Education & Events at jmasters@naea.org for more information Earn 24 IRS/CTEC CE with any track you take. The schedule is still being finalized and is subject to change. Please stay tuned for updates. Sunday, July 27th TBD New Member Happy Hour   Monday, July 28th 7:00 AM Registration Opens 7:00 AM – 8:00 AM Breakfast 8:00 AM – 5:00…

…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…