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FAQs: Enrolled agent continuing education requirements Internal Revenue Service

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Typically, you can expect to spend between $200-$300 on EA CPE courses per year. If your SSN ends in 7, 8, or 9 or you don’t have one, your renewal window runs from November 1, 2026, to January 31, 2027. If your SSN ends in 0, 1, 2, or 3, your renewal window runs from November 1, 2024, to January 31, 2025. The presenter was awesome, one of the best I have taken in years. He gave a dry subject and interesting twist, from what I’m used to, and I feel I learned more than I ever have. Due to the high level of knowledge required of Enrolled Agents (EAs), this basic level “refresher” course will not be allowed for IRS credit.

But it can be helpful to brush up on the details to make sure you’re taking the enrolled agent continuing professional education (CPE) you need. The IRS does not allow enrolled agents to carry excess EA CPE credits from one enrollment cycle to the next. Nor does the IRS allow you to repeat an EA CPE program within the same enrollment cycle. If you earn more EA ethics CE hours than you need, these additional hours will count toward your general CPE hours for that enrollment cycle. All enrolled agent continuing education courses meet the IRS requirements for enrolled agent CPE. The one exception is the Annual Federal Tax Refresher course, as the IRS does not allow an Enrolled Agent to receive credit.

Top CPD Platforms for Canadian CPAs in 2024: A Comprehensive Review

enrolled agent ce

This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. With Surgent’s EA Exam Review course, you’ll be fully equipped to pass the Special Enrollment Exam. And because it’s completely online and mobile-friendly, you can study whenever it suits your schedule.

What are CE requirements for Enrolled Agents?

Becker offers over 1,700 CPE courses, available as individual classes, bundles, or part of a subscription service. Becker simply gives you the most options for completing your EA CPE requirements. Additionally, there are plenty of discounts available for Becker CPE. Yes, at MY-CPE you can attend CE courses to complete your continuing education requirements. Fast Forward Academy is an IRS-approved continuing education provider. If you’re teaching an IRS-approved CPE course, you can count some of the hours toward your requirements.

  • We provide a certificate to you immediately upon passing the course exam.
  • Advisorology, LLC (FeeOnlyNetwork.com) does not provide and does not intend to provide investment or legal advice through this website.
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  • All of your courses must be IRS-approved, and two CE hours each year must be on ethics.
  • However, preserving your EA status means meeting EA CPE requirements.
  • You have worked very hard to get to this point, and most of your EA journey is over.

How many continuing education hours must enrolled agents obtain? (reviewed 7/29/

  • Gleim EA Review, TaxMama, Lambers EA, and Surgent EA Review all offer both enrolled agent exam review courses and EA CPE courses.
  • Read on to learn the details of EA CE requirements, and how you can fulfill these credits with engaging and relevant material on a convenient and user-friendly platform.
  • Explore a broad range of relevant topics covering everything from healthcare, to tax planning, to IRS representation.
  • Then, make sure they have the correct PTIN for you and are spelling your name correctly.
  • These are also IRS-approved and instructor-led, but they occur at specific pre-scheduled times.You may also be interested in the IRS’s Annual Filing Season Program (AFSP).
  • Due to the month and year that you enrolled, you are required to complete 44 CE credits before December 31, 2022.
  • Or, if you’d prefer to use paper forms, you can complete and mail in the PDF of Form 8554.

Second, if you purchase a Becker package, you get a subscription for unlimited CPE for a certain amount of time. Third, while Gleim does have some live courses, Becker has a wider variety. Additionally, Becker prioritizes flexibility when it comes to customizing when and what you study. Your enrollment will expire if you do not renew within your renewal cycle. Then, the IRS will send you a letter specifying your enrollment status.

The IRS has determined that enrolled agents must complete CPE courses to maintain the EA designation. You can find discounted CPE courses available from our favorite provider, Becker Continuing Education. It provides an Unlimited Plus package that costs $849 where you can access courses and earn over 10,000 credits. Oregon state based Licensed Tax Consultants & Tax Preparers are required to complete 30 hours of continuing education each year in order to maintain an active license. Of the 30 hours required, (2) must be on professional conduct / ethics.

How do you determine the year that credit is given for a completed program/course? (reviewed 7/29/

In the event that you miss two renewal cycles, the IRS will terminate your enrollment. Then, in order to apply for re-enrollment, you must retake the EA Exam, also called the Special Enrollment Examination (SEE). Enrolled Agents are required to earn 72 hours of CE every 3 years attending  Continuing Education Courses. In fact, if you have multiple credentials we report to all providers for no additional cost.

enrolled agent ce

Tax Professional & Enrolled Agent Continuing Education Courses

We suggest taking 24 hours annually to avoid a large deficit in year 3. Enhance your knowledge and satisfy your CPE requirements with our library of over 35 available courses. Explore a broad range of relevant topics covering everything from healthcare, to tax planning, to IRS representation. Review it to make sure you’re meeting the enrolled agent CPE requirements by the deadlines that apply to you. Get courses from content experts who have teamed up with in-house technology teams to deliver innovative learning experiences. Take your career to the next level by becoming an Enrolled Agent (EA), the highest credential awarded by the IRS.

To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations. Luckily, Gleim also offers a few free sample courses, so you can take one (or more) from each company to see what you prefer. In 2021, the IRS terminated the enrollment of EAs with SSNs ending in 7, 8, or 9 and enrolled agent ce EAs with no SSN who had not renewed for the 2018 and 2021 cycles. We provide a certificate to you immediately upon passing the course exam.

Fast Forward Academy does not currently offer the 80 hour course required for those seeking to become newly licensed tax preparers in the state of Oregon. Please let us know if you are interested in a CA tax law course. Submit your enrolled agent renewal every three years between November 1 and January 31.

Once you receive your application for enrollment back from the IRS (which you must submit within one year of passing the Enrolled Agent exam), you will officially be an enrolled agent (EA). You have worked very hard to get to this point, and most of your EA journey is over. However, preserving your EA status means meeting EA CPE requirements. If you’re exploring this designation and want to learn more, EAs are accounting professionals certified by the U.S.

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