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An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee.
If youre looking for an enrolled agent near me, you can simply contact the local agents who appear in a web search. Alternatively, you can ask other local taxpayers or business owners if they have worked with an enrolled agent in your area. The NAEA also offers a database of enrolled agents.
EAs and CPAs Two of the more common tax professionals are: Enrolled agents (EA) Certified public accountants (CPA)
How to become a registered tax preparer Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Get a Preparer Tax Identification Number (PTIN) from the IRS. Approved Lives Scan.
To become a preparer, you dont need a specific license. With the IRS, however, if you want representation rights, you need to be an enrolled agent, CPA, or attorney. However, seven states require a license if you want to prepare in those geographical areas.
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Paid preparers must sign and include their PTIN on the return. Not signing a return is a red flag that the paid preparer may be looking to make a fast buck by promising a big refund or charging fees based on the size of the refund.
The IRS lists three steps to becoming an enrolled agent: Obtain a PTIN through the IRS. Schedule and pass the EA licensing exam. Candidates can then apply for enrollment through the IRS website. Undergo a background check. Background checks look at income tax history and any criminal background.
Whatever the value of these disclaimers in general, many still contain some language that is not only unnecessary but inaccurate in its most familiar form the IRS Circular 230 disclaimer. On June 9, 2014, the IRS finalized a rulemaking process that rendered the Circular 230 disclaimer obsolete.
There is a $203 fee per part paid at the time of appointment scheduling. The test fee is non-refundable and non-transferable.
Need to verify whether someone is an enrolled agent? You may email requests for enrolled agent status verification directly to epp@irs.gov.Please include the following information in your request: First and Last Name. Complete Address (if available) Enrolled Agent Number (if available)

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