An EA in the Making

Well, the word got out….

It is true, I am getting ready to start studying my way towards becoming an EA.

Yesterday as I was purchasing my study materials a friend of mine called and we visited. In our conversation I mentioned that I was buying the study materials and what my plans are (even though I am still kind of formulating them).

Today on Google Plus my friend let it out publicly that I was studying for the exam. I wasn’t going to keep it a secret, but at the same time I wasn’t really ready to let the world know my plans. I mean after all, like I just mentioned, the total plan hasn’t really been set up yet…

So what is an EA?

EA, the  acronym for What is known in the IRS world for an Enrolled Agent but don’t let that hurt your feelings, I will not be an Agent for the IRS. Let me explain more about What an EA is… 

Enrolled agents (EAs) are America’s True Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

So what does the term “Enrolled Agent” mean? 

Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS.

 The EA profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.

 For more information on what is an Enrolled Agent, Wikipedia does a good enough explanation.

Why am I doing this? Many of my friends and family know that I am not interested in actually representation before the IRS.

So Why Mr. Anderson, Why do you persist….

Like Neo, because I choose to.

Being an EA isn’t all about representation. It is about being recognized as a Tax Professional. With the (what I call) pending crash of the RTRP this is the most logical step for me to best assist my clients, and the clients of the firms I am contracted with for tax preparation.

My Study Material is set to be here on May 20th, 2013. From there my plan is to review the Three part study materials for the Three part exam, and set my goals and test dates in accordance so that I am an EA by the end of this year.

Part 1 covers - Individuals,

Part 2 covers – Businesses,

Part 3 includes – Representation, Practices and Procedures.

There is a link in the side bar – An EA in the Making, here I will periodically post progress and test dates.

In my goal set, I also plan on passing the first time round. This may not sound so hard for a test that is multiple choice… but rest assured it is not easy. Only 30% of those who take the exam, pass the first time around.

© 2013, Bruce McFarland. All rights reserved.

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1 Comment

  1. May 16, 2013    

    Studying for the EA exams is a lot of work but it is so worthwhile. I had been a tax pro for 19 years when I decided to become an EA and I learned SO MUCH! I didn’t study much prior to Exam #1, thinking that my experience would carry me through. It did…but I thought I’d flunked it. It was HARD. I didn’t minimize the difficulty of the tests from then on and I studied my absolute ever-lovin’ butt off before taking Exam #3, and then studied 8 hours a day for a full month before taking Exam #2. I passed all of them on the first go-round. You’ll do it, too. Enjoy! This is the most important step you will ever take.

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