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How to become an enrolled agent?
Lend your expertise: what does it take to become an enrolled agent?
Note: Given the growing interest in the tax field, we're inviting our experienced professionals to share their knowledge.
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Chinyere Okafor
Educationist and Counseling Psychologist
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Port Harcourt, Rivers, Nigeria
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Chinyere’s Answer
Becoming an Enrolled Agent (EA) is a great way to establish yourself as a trusted tax professional. Here's a breakdown of the steps involved:
1. Meet the Requirements:
Citizenship or Residency: You must be a U.S. citizen or resident alien.
Character: You must have a good moral character, which means no felony convictions or misdemeanor convictions that involve dishonesty or breach of trust.
Education: You don't need a specific college degree, but you must pass the Enrolled Agent Exam.
2. Prepare for the Exam:
Study Materials: There are various resources available to help you prepare for the exam, including textbooks, online courses, and practice tests.
Practice: The more you practice, the better prepared you'll be for the exam.
Time Management: The exam is time-consuming, so it's important to practice time management skills.
3. Take the Enrolled Agent Exam:
Sections: The exam consists of three sections:
Individuals
Businesses
Representation
Passing Score: You must achieve a passing score on each section to become an EA.
4. Submit Your Application:
Application: Once you pass the exam, you'll need to submit an application to the IRS.
Fingerprints: You'll also need to provide your fingerprints for a background check.
5. Obtain Your Enrolled Agent Designation:
Approval: If your application is approved, you'll receive your Enrolled Agent designation.
Continuing Education: To maintain your EA status, you'll need to complete continuing education requirements.
Additional Tips:
Experience: While not required, gaining experience in the tax field can be beneficial.
Networking: Building relationships with other tax professionals can help you expand your knowledge and client base.
Stay Updated: The tax laws are constantly changing, so it's important to stay up-to-date on the latest developments.
By following these steps and dedicating oneself to your studies, one can become an Enrolled Agent and establish oneself as a successful tax professional.
1. Meet the Requirements:
Citizenship or Residency: You must be a U.S. citizen or resident alien.
Character: You must have a good moral character, which means no felony convictions or misdemeanor convictions that involve dishonesty or breach of trust.
Education: You don't need a specific college degree, but you must pass the Enrolled Agent Exam.
2. Prepare for the Exam:
Study Materials: There are various resources available to help you prepare for the exam, including textbooks, online courses, and practice tests.
Practice: The more you practice, the better prepared you'll be for the exam.
Time Management: The exam is time-consuming, so it's important to practice time management skills.
3. Take the Enrolled Agent Exam:
Sections: The exam consists of three sections:
Individuals
Businesses
Representation
Passing Score: You must achieve a passing score on each section to become an EA.
4. Submit Your Application:
Application: Once you pass the exam, you'll need to submit an application to the IRS.
Fingerprints: You'll also need to provide your fingerprints for a background check.
5. Obtain Your Enrolled Agent Designation:
Approval: If your application is approved, you'll receive your Enrolled Agent designation.
Continuing Education: To maintain your EA status, you'll need to complete continuing education requirements.
Additional Tips:
Experience: While not required, gaining experience in the tax field can be beneficial.
Networking: Building relationships with other tax professionals can help you expand your knowledge and client base.
Stay Updated: The tax laws are constantly changing, so it's important to stay up-to-date on the latest developments.
By following these steps and dedicating oneself to your studies, one can become an Enrolled Agent and establish oneself as a successful tax professional.