Thinking of Becoming an Enrolled Agent?

​Thinking of Becoming an Enrolled Agent?

When you choose to become an enrolled agent (EA), you’re choosing to:

  • Increase your tax knowledge and expertise.
  • Expand your practice, services and customer base.
  • Open yourself up to new career opportunities.
  • Set yourself apart from the competition.
  • Increase your earning potential.

Becoming an EA is both a professional and personal milestone that recognizes that you have demonstrated tax competence and have earned the right to represent all clients regarding federal tax matters.

What Being an EA Means

Over the years, we’ve watched many of our members achieve the EA designation. Members have stated that earning the designation is a great way to earn more respect from the IRS and showcase their dedication to the tax industry.

An EA designation means you:

  • Never have to turn clients away because of situations that are outside your professional reach.
  • Hold unlimited practice rights.
  • Are able to bring in more off-season work and operate your business all year.

It also means an increase in salary. On average, EAs earn nearly 10% more per return than someone without a designation.

When you make the choice to become an EA, you’re demonstrating a commitment to excellence, as well as special tax competence that supports and services all your clients’ needs.

How Do I Become an EA?

Here are the steps to earning the EA designation:

 

To ensure the test taking process is as painless as possible, here are a few things to keep in mind when scheduling your exam:

  • The exam is administered through Prometric and is only offered from May 1 to February 28 of the following year.
  • You can take the three parts in any order and, if you pass part of the exam, you can carry over passing scores up to two years from the date you took the exam.
  • You can take each part of the exam up to four times per testing period.
  • After passing all three parts, you must adhere to certain ethical standards and complete 72 hours of continuing education every three years (a minimum of 16 hours of continuing education, including two hours on ethics and professional conduct, must be completed each year).

For more information and testing specifics, check out the IRS Enrolled Agent Special Enrollment Examination Candidate Information Bulletin. This comprehensive guide outlines test center procedures and regulations, the carryover and rescheduling policies, how to apply for enrollment and much more.

What are the EA Representation Rights

By becoming an EA, you’ll have unlimited practice rights, making you unrestricted as to:

  • Which taxpayers you can represent (similar rights as CPAs and attorneys).
  • Which types of tax matters you can handle.
  • Which IRS offices you can represent clients before.

The chart below breaks down all the rights you’ll have when you become an EA.

 

What to Expect

The Special Enrollment Exam (SEE) consists of three parts:

  • Part 1 – Individual Taxation
  • Part 2 – Business Income Tax Returns, Estate and Trust Income Tax Returns, Retirement Plans and Exempt Organizations
  • Part 3 – Representation, Practice and Procedures

Each part of the SEE contains 100 questions. All questions are scored, with the exception of 15 experimental questions that are unscored.

To get a feel for the types of questions on the exam, check out the IRS's SEE Questions and Official Answers resources.

Our EA self-study courses and online workshops align with the format of all three parts of the exam.

EA Member Benefit

Members have FREE access to our EA Exam Review Course - Part I: Individuals! This self-study course is packed with tons of information to help you pass Part I of the EA exam the first time.

Not a Member? Join Today View all EA study options

For more information on what it means to be an EA and for tips on passing the exam the first time, we invite you to review:

If you’re not planning on earning your EA designation, we’ll still be offering the AFTR Course & Exam to members for free.

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