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What Is an Enrolled Agent? Ohio University

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You can rest assured that our tax pros won’t stop until you receive every credit and deduction available to you, so you get your maximum refund.Disclaimer number 84 . In this article, we’ll go over what exactly an enrolled agent is, what they can do for you, and why you should hire one to help file your taxes. Register for and Schedule Your Exam – Prior to scheduling an examination appointment you must register for each part of the examination that you wish to take through Prometric, who administers the exam for the IRS. There is a $182.00 fee per part, paid at the time of appointment scheduling. You can pass the three-part Enrolled Agent Exam, also called the Special Enrollment Exam , one part at a time — and you have two years from passing the first exam to pass all three!

  • If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
  • In that case, you may be better off looking into an online filing service instead.
  • Upon becoming credentialed, enrolled agents must comply with the provisions of Circular 230, which provides the regulations that govern enrolled agents’ activities before the IRS.
  • Individuals with EA designations are required to earn 72 CPE hours every three years, use an IRS-approved continuing education provider, and review the enrolled agent CPE credit chart.
  • An enrolled agent’s salary can vary depending on several factors, including level of experience, client type, and the region of practice.

You can also verify an enrolled agent’s status directly with the IRS. An enrolled agent is a tax professional who has passed an Internal Revenue Service test covering all aspects of taxation, and a scrupulous background check. The “EA” designation is the highest tax credential recognized by the IRS. Consider the continuing education and ethical requirements if you choose someone from a directory. A person’s enrolled agent status can also be verified directly with the IRS. The difference in this last respect is in the scope of work.

Why are Enrolled Agents more qualified than an attorney or CPA to handle tax disputes?

In this role, they have unlimited rights to represent taxpayers before the IRS in any situation. As a solely-focused tax practitioner, the average enrolled agent will have knowledge of anything that revolves around income tax, inheritance tax, gift tax, estate, payroll, retirement, and non-profit taxation. Certification is tested through a three-part Enrolled Agent Exam, also known as the Special Enrollment Examination, that covers all parts of the tax code.

EAs are the trusted and federally authorized defender of their rights before the IRS. EAs who also hold CPA licensure and wish to investigate financial crimes might consider becoming certified in financial forensics . The American Institute for Certified Public Accountants offers CFF certification to CPAs. Candidates must have a bachelor’s degree and have completed at least 75 hours of professional education in the last five years.

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An enrolled agent’s salary can vary depending on several factors, including level of experience, client type, and the region of practice. The US Bureau of Labor Statistics lists the median yearly base salary for Enrolled Agents as $56,780. Other sources, including Glassdoor,, and Indeed, place the average base pay in that same $50k-60k/year range. If the candidate passes the exam, they still must meet other IRS requirements for enrollment. Those requirements include passing a background check and complying with ongoing education requirements to maintain their license.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights.

If this specific paragraph is held unenforceable, then the entirety of this “Mandatory Arbitration Provisions” section will be deemed void. Both you and CountingWorks consent to venue and personal jurisdiction in such courts. If you reside in a country with laws that give consumers the right to bring disputes in their local courts, this paragraph doesn’t affect those requirements. Some of our Services allow you to download client software (“Software”) which may update automatically. So long as you comply with these Terms, we give you a limited, nonexclusive, nontransferable, revocable license to use the Software, solely to access the Services.

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Our various tax debt solutions can help address your tax concerns. One of our dedicated enrolled agents will guide you through every step of the entire process and keep you informed along the way so you will always know your tax return’s status. Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

What Is An Enrolled Agent (EA)?

A candidate can earn Enrolled Agent status in two ways. He or she must pass a three-part test, covering individual and business tax codes, and all aspects of representation, practice and procedures. The entire exam can take ten and half hours, although it is not necessary to take all three sections at once.

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Enrolled agents often charge a fee based on the project, but if they charge an hourly rate, it tends to range from $200 to $400. Some enrolled agents charge less than this range, while others charge more. According to the Bureau of Labor Statistics, the median annual salary for an enrolled agent is $54,890. Here are some frequently asked questions about enrolled agents. Contact us directly or in the chatbox if you have additional questions about enrolled agents.

Test results are available immediately following the EA test. Those who pass are informed, but they do not receive a score. Those who fail receive a score along with a diagnostic report indicating the areas of weakness.

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Tax-related issues can be handled by an enrolled agent because they are not only familiar with the law, but also know how to deal with the unique circumstances. An enrolled agent is familiar with Federal tax law, IRS regulations, and specific situations that pertain to taxpayers and, more importantly, how to achieve the best, most cost-effective result for you. The services of an enrolled agent are especially useful if you file returns in more than one state, as they can work across state lines. Tax returns for businesses can also be prepared by a CPA, but just in the state in which they are licensed.

Do I Need an Enrolled Agent?

During tax season, services are offered by both EAs and CPAs, making selection increasingly difficult. All features, services, support, prices, offers, terms and conditions are subject to change without notice. By authorizing H&R Block to e-file your tax return, or by taking the completed return to file, you are accepting the return and are obligated to pay all fees when due. Personal state programs are $39.95 each (state e-file available for $19.95). Most personal state programs available in January; release dates vary by state.

Our comprehensive service allows you to sit back and relax, while an enrolled agent or other experienced tax professional takes care of your entire return for you. How do enrolled agents maintain their status and tax knowledge? They must complete 72 hours of continuing education courses every three years with a qualified program to stay up-to-date on tax matters. In addition, enrolled agents must maintain ethical standards. Enrolled agents have virtually unlimited practice rights, which means there are no restrictions to the types of tax matters they can manage and which type of taxpayers they are allowed to serve.


By hiring an to do your taxes, you can save a whole lot of time and effort and rest assured that you are in good hands. The CE requirements ensure that EAs have the specific knowledge to effectively perform tax related tasks and stay up to date with the ever-changing tax code. The Massachusetts Society of Enrolled Agents is an organization whose principal concern is the honest, intelligent and ethical representation of the financial position of taxpayers before governmental agencies.

Test centers are located in most major metropolitan areas. Once you have your PTIN, you may register online at /irs for your Special Enrollment Exam. Increase Tax Deductions With the Business-Mileage Rule Using the Business Mileage tax deduction can be tricky. There are lots of situations that count while others do not. Bring us up to 3 years of past taxes and we’ll find ways to save you money, when we do we’ll help you file to get your money back from the IRS.

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Enrolled agent status is the highest level of IRS certification. Though the IRS certifies other types of tax professionals, such as enrolled actuaries and registered tax return preparers, their practice rights are limited. The IRS Restructuring and Reform Act of 1998 provides federally-authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) with a limited client privilege. This privilege allows confidentiality between the taxpayer and the enrolled agent under certain conditions. The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return.

  • The free test bank momentum meter is different, but the higher the better.
  • EAs must prove their competence in every area of taxation before they can receive certification.
  • If they worked at the IRS for five or more years, they might be able to obtain enrolled agent status without taking the SEE.
  • If you don’t want to work one-on-one with an enrolled agent, but you also don’t want go through tax season by yourself, then you may want to consider a tax filing service like Turbotax or H&R Block.
  • Having an ITIN does not change your immigration status.
  • Enrolled agents may also become certified tax preparers and work with private companies.

Having an ITIN does not change your immigration depreciable assets. You are required to meet government requirements to receive your ITIN. Enrolled agents have something called unlimited practice rights .

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