While you don’t need a certain degree, you do need to prove your competence before you can start practicing as an EA.
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An enrolled agent is a federally-certified tax practitioner who can represent taxpayers before all administrative levels of the Internal Revenue Service. Enrolled agents help individuals, corporations, and trusts when audited by the IRS. Enrolled agents specialize in tax resolution. The status of enrolled agent is the highest credential given by the IRS.
While you don’t need a certain degree or diploma, you do need to prove your competence before you can start practicing as an enrolled agent. You can do this one of two ways: work for the IRS, or take the Special Enrollment Exam (also called the SEE--more details to follow). Regardless of the route you choose, you must pass a suitability check. The suitability check ensures that you yourself have not been fraudulent or late in your own tax documents.
You can apply to be an Enrolled Agent after at least five years’ experience working with the IRS. After your service, fill out Form 23. The suitability check will be performed, along with a background check upon receipt of the form and payment. The background check verifies your work experience. The IRS will use these instructions to determine if your technical experience in the field qualifies you.
For those who don’t have a half-decade or more experience, you can take the Special Enrollment Exam. This exam is run by Prometric and comes in three parts; you can take them in any order you like. You must, however, pass all three sections. We’ve even created an easy checklist for you!
Becoming an Enrolled Agent can lead to a fulfilling career of helping others. The SEE exam and the IRS experience will give you the tools you need to feel confident in your abilities and knowledge as an enrolled agent. Canopy wishes you good luck!
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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