An Enrolled Agent (EA) 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, or through experience as a former IRS employee. Enrolling Agent’s are able to represent any entity that needs to report to the IRS. This could include:
- individual taxpayers
There are a number of steps that need to be taken in order for someone to achieve the title of an Enrolling Agent (EA). An individual must:
- Register an account with the IRS. This will involve creating an account, submitting an application, and receiving a Personal Tax Identification Number (PTIN).
- An Individual must register for the Special Enrollment Exam (SEE). Before doing this it is recommended for the individual to registers for a course that provides extensive training on the 3 three areas covered by the exam. The exam will cover information regarding individuals; businesses; and representation, practice, and procedures.
- After passing the SEE, the next recommended pathway is to gain experience working for the IRS. The standard pathway for individuals looking for the EA title gain 5 years of experience working for the IRS.
- Once the experience is gained, individuals will apply for enrollment which is the final certification order, consisting of background checks and licensing.
- Once enrolled and EA status is awarded, the title must be maintained by obtaining 72 hours of Continuing Education every 3 years.
The main benefits of gaining EA status from a career standpoint include job security and earning potential. If you are looking for more information regarding Enrolled Agents, you may visit the National Association of Enrolled Agents to learn more. Perfect Balance has enrolled agents on staff to help you navigate all situations that involve approaching the IRS. We do not advise going into any situation involving the IRS alone. If you or your business is facing a tax audit, the Enrolled Agent’s of Perfect Balance are here to help!