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Discussion:Becoming an EA?

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Discussion Forum Index --> Tax Questions --> Becoming an EA?


NJTaxman (talk|edits) said:

17 February 2007
This is a perfect topic for someone like myself who is going back east to start his own company. I have been doing taxes and accounting for the past 10 years and it's time. I am studying for the CPA exam, but it may take some time to get this accomplished. In the meantime, I want to get things started. Having said that, I have always been told that you needto at least be an EA to be a paid preparer. Is this not the case? Is this not true?

Death&Taxes (talk|edits) said:

17 February 2007
There are some wonderfully knowledgable people on this site who hold neither title, and there are people posting and asking questions with letters after their names who seem to know diddlysquat, as we say back here.

Kevinh5 (talk|edits) said:

17 February 2007
No initials needed to do taxes, but in some states a license and minimum education is required. We are trying to get a national licensing through with the OPR administering it. Those poor folks don't have as much to do now that they no longer administer the SEE exam. Once you have been doing taxes a few years, however, you should go for some credentials. It ups your professionalism and can up your income. Also, you can do more for your clients, like represent them without them being there.

Death&Taxes (talk|edits) said:

17 February 2007
and meet the 'cream of IRS', the Appellate Branch if need be.

Kathyt (talk|edits) said:

17 February 2007
I agree with above posts. The title doesn't mean you know anything more than the person w/o the title. I'm an EA, but it does not impress my clients in that they have no idea what an EA is until I explain it to them. It does help with representation as Kevin said. It also helps to be forced to take CE as I take a lot more now than I did before (in order to keep the license) so I think I've learned a lot since I sat for the test, but really I think I've learned more from the people here on this board than I have from most seminars.

Deback (talk|edits) said:

February 17, 2007
I handled my last two audits without the client being there, and I have no EA or CPA after my name. Those audits were in my office (both Federal and State for the same client, a couple of years apart). I'm sure I used Form 2848 both times.

I can't remember any tax client ever asking me if I was an EA. A few have asked if I'm a CPA but don't seem to mind when I tell them "no."

The only EA I know or knew was my mother. After she died, I went to a psychic near Detroit who asked if I knew Eva, and I said no, but my Mom signed her emails as "ema" (which were her initials) and some people called her Ema. The psychic had no way of knowing that, since I had never met her before in my life.

Kevinh5 (talk|edits) said:

17 February 2007
Deb, the IRS has announced that they will start enforcing the Power Of Attorney rules more stringently. Why don't you sit for the EA exam now? You could pass it, based on the comments you have made you have a great tax knowledge.

Deback (talk|edits) said:

February 17, 2007
Thanks for your comments, Kevin! I sort of planned on taking the exam years ago but never got around to it. If I could take it at home, I probably would, but I'm hoping to retire in a few years, at some time after I turn 60, when my State pension will begin that includes health and dental insurance benefits. I'll be 55 in May, so 60 is not too far away. I doubt that I'll pursue it in the next five years.

Kevinh5 (talk|edits) said:

17 February 2007
Deb, are you in Marshall?

Deback (talk|edits) said:

February 17, 2007
No, Potterville, 12 miles south of Lansing and 6 miles north of Charlotte.

Kathyt (talk|edits) said:

17 February 2007
Kevin I'll check that out. I was taking Gear Up for years and I really like them but I wanted to try something new (new points of view, new subjects) the last few years so I've been experimenting with new ones, the last one I went to was a joke, a total waste of money and time. I was planning on just going back to Gear Up but I'll check that out, I like Gear Up but I also don't like listening to the same thing every year.

Kevinh5 (talk|edits) said:

17 February 2007
I've taught in Michigan for the MI Society of EAs about 7 years ago at an Indian Reservation (Soaring Eagle Casino) up near Mt Pleasant, and for NATP in Detroit about 8 years ago. I grew up in Kalamazoo and got my undergrad from Oakland Univ in Rochester. Just got off the phone with my mom (still in Kalamazoo). Tomorrow she is 71.

Kevinh5 (talk|edits) said:

17 February 2007
This year I will teach various topics in Appleton WI, Madison WI, Green Bay WI, San Jose CA, Honolulu HI, Tampa FL, Philadelphia PA, Las Vegas NV (Caesars), and Long Island NY. That's all I know so far at least.

Death&Taxes (talk|edits) said:

17 February 2007
I love the NCPE guys from Lafayette LA: Wayne, Jerry and others from other parts of the country are great. Their seminars are the best I've seen at interplay and questions. Usually attend the individual given in Atlantic City, the last one of the year in January just before season.

I've passed the Exam twice: in 1983 or 84 then missed out on CPE credits after my daughter died in an accident in 1989. I took it again in 1993 or 94 and passed again. Odd, the first time I took it, the applicants had to be 85% male. The second time over half were women.

Kevinh5 (talk|edits) said:

17 February 2007
I love the NCPE classes also. I haven't gone to any since I started teaching 9 years ago, though. They were always top quality.

Deback (talk|edits) said:

February 17, 2007
Kevin - I may have seen you at the Mt Pleasant casino seven years ago, if you took time off to play the Keno machines.  :) I'm currently trying to stay away from that place, but not to avoid any EA seminars. I have a feeling I'll be there on the night of April 14th, though.

Actionbsns (talk|edits) said:

17 February 2007
Kevin, what topic are you teaching in Honolulu and when?

Kevinh5 (talk|edits) said:

17 February 2007
I am teaching NATP's Famous 1040 and 1040 Extra class in Honolulu Nov 1 & 2 this year. Last year I taught Domestic Production Activities Deduction, LLCs, and Basis Oct 30 & 31 in Honolulu (Waikiki Beach - I don't remember the resort but it was almost directly across from the Kodak Hula stage)

Death&Taxes (talk|edits) said:

17 February 2007
Let me know when you are in Philly; I'll bring you a soft pretzel and a cheesesteak with.

Will (talk|edits) said:

17 February 2007
Kevin - You should put your teaching schedule in your profile, I would like to know if you ever come to the NW.

Kevinh5 (talk|edits) said:

17 February 2007
Thanks, I will do that.

TaxNerd (talk|edits) said:

17 February 2007
Love the guys from NCPE. Been going to their seminars since 1989. One year Wayne kept referring to Uncle Sam. "Sam will do this. Sam will do that." After about 7 hours of this, a girl with an Indian sounding accent (think the guy from the Simpsons) asked, "Who is this Sam guy?" Jerry's great, too.

Yogafan00 (talk|edits) said:

17 February 2007
I agree with Will. Please, keep us updated. Hopefully, you'll also visit Cincinnati, Columbus or, Dayton in OH. Is membership to NATP required?

Kevinh5 (talk|edits) said:

17 February 2007
Membership in NATP isn't required to attend, but you get a discount if you are a member (you also get a discount if you sign up for membership at the seminar). I have taught in Cinci, and Columbus in prior years. Schedule (as I know it today) is now in my profile. Kevinh5

Actionbsns (talk|edits) said:

17 February 2007
Can you get on an e-mail list or a mailing list so you receive notices of upcoming seminars?

Kevinh5 (talk|edits) said:

17 February 2007
Yes, email NATP@NATPTAX.COM. If you join NATP, let them know you were referred by Kevin Huston. I get brownie points when people join because of either my teaching or discussions with them. You can also save NATP Live Workshops to your Favorites and watch for updates.

Jilldawson (talk|edits) said:

18 February 2007
I belong to NATP and have gone to their 1040 seminar for several years. I find it very beneficial and the instructors are knowledgeable and entertaining.. I also go to IRS's annual tax seminar. It's more of an advertisement for e-filing. They have some good classes, but I go more for the trip to NYC. Also at IRS's conference the classes can be pretty dry as most are conducted by IRS agends instead of people who are used to public speaking.

Lalva (talk|edits) said:

18 February 2007
Mmmmm, when my practice becomes profitable I would love to go to NYC, or Honolulu for classes. I also want to become an EA. I live in California so I have to take 20 hours of education and I have been doing home study, and I miss to be in a seminar, be able to ask questions, learn from other people questions...

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