How to become an Enrolled Agent

by Mallory O'Sullivan | Apr 23, 2018
 

Take the next step in your tax career

If you are ready to take the next step in your career as a tax professional, consider becoming an Enrolled Agent. Enrolled Agent is the highest credential awarded by the IRS and a great way to boost your professional reputation. Enrolled Agents have unlimited practice rights, like attorneys and CPAs, and are unrestricted in terms of representing taxpayers, types of tax matters, and which IRS offices they can represent clients before. Becoming an Enrolled Agent will expand your knowledge about tax preparation and set you apart in your industry.

There are several steps involved in becoming an Enrolled Agent:

  1. You must have a Personal Tax Identification Number (PTIN). All tax preparers who complete taxes for profit are required to have an active PTIN. If you do not currently have one, visit www.IRS.gov/tax-professionals to register. For more information about PTIN requirements, check out the PTIN FAQs from the IRS.

  2. Study for the Special Enrollment Examination (SEE). The IRS Enrolled Agent exam is a three-part, comprehensive test that covers all aspects of federal taxation. The exam consists of more than 250 questions and requires significant preparation and study. The three parts of the exam include:
    1. Part 1 – Individuals
    2. Part 2 – Businesses
    3. Part 3 – Representation, Practices and Procedures
  3. Register for the exam. You can register to take the IRS Special Enrollment Examination at www.Prometric.com. Before scheduling your exam, review the Enrolled Agent Special Enrollment Examination Candidate Information Bulletin so you are more familiar with the process for becoming an Enrolled Agent.

  4. Take the IRS SEE. You can take the three parts of the SEE in any order you wish. Be sure to review important test day information from Prometric to ensure you have all the necessary documents and supplies to take your exam.

  5. Apply for enrollment and pass a tax compliance check. Visit www.IRS.gov to apply for enrollment online or complete Form 23 and submit it via mail with your payment. After you submit your Form 23, a tax compliance check will be conducted.

  6. Update your professional information. Add your new credential to your email signature, LinkedIn profile and business cards! By this point, you have worked hard and proven your expertise in the tax industry. Let current and future clients know that you are highly qualified to represent them as an Enrolled Agent.

The IRS Special Enrollment Examination can seem like a daunting task. WebCE offers EA Exam Prep courses for all three parts of the SEE to help you prepare for your exam. With quality content written by industry experts and updated according to the latest IRS publications and test outline, you will have all the information you need to pass your exam. Visit https://www.webce.com/enrolled-agent-exam/catalog/courses to view WebCE’s Enrolled Agent Exam Prep course catalog.