Help Wanted - Enrolled Agent - Palo Alto

Small firm seeking experienced EA with knowledge of individual and business returns. Flexible hours. Knowledge of UltraTax and QuickBooks preferred. Send resume with references to

Help Wanted - Enrolled Agent - Irvine

Applied Financial Planning, Inc. is seeking an EA with 2+ years of experience. Corporate & Trust returns a plus. Position is seasonal, FT, 40-50 hours per week, Monday through Friday and often on Saturdays, during the months of January through April.

Help Wanted - Enrolled Agent - San Diego

Established tax and accounting firm seeking full time EA. Candidates must have 3 to 5 years of experience with individual and corporate tax preparation. Working knowledge of taxation is a must. Bachelor’s degree.

Help Wanted - Enrolled Agent or CPA - Gilroy

Small CPA firm located in Gilroy, CA is looking for an Enrolled Agent or CPA to work during tax season from February 1st through April 15th. Duties will include tax preparation and review. Candidate must be organized.

Help Wanted - Two Tax Professionals - Sacramento

California Tax Boutique is searching for two tax professionals for our insanely busy practice. You should have experience with business and personal returns. We have one year-round position and one tax-season position available.

Super Seminar 2019 Photo Album

Super Seminar 2019 provided great opportunites for learning, networking and fun!

Help Wanted - CPA or EA - Goleta

Walpole is a successful full-service CPA firm with over 40 team members. We are looking for a CPA or EA to review, prepare, and file moderate to highly complex returns.

Help Wanted - Enrolled Agent or CTEC - Oakland

Equity position available. Small Oakland firm has older EAs who are looking to retire soon. We are looking for an EA (or CTEC working on their EA) to take over the business in the next few years. Terms are very negotiable.

Warm Thanks to Super Seminar 2019 Volunteers

CSEA thanks all of the volunteers and any others who may have jumped in to help make Super Seminar 2019 a huge success.

Help Wanted - Enrolled Agent - San Diego

Established tax and accounting firm seeking full time EA. Candidates must have 3 to 5 years of experience with individual and corporate tax preparation. Working knowledge of taxation is a must. Bachelor’s degree.

Help Wanted - CPA or EA - Chico

Wanted full time CPA or EA with 3-5 years of experience in bookkeeping and tax, to work in Chico, CA. Must be familiar with QuickBooks, Lacerte or UltraTax. Salary and benefits based on experience.

Practice for Sale - Palm Springs Area

Selling Palm Springs area tax practice servicing 375 individual and 15 business tax returns grossing approximately $90,000/year.

Help Wanted - Sales Associate

Spidell Publishing is looking for a Sales Associate to add to our team. This individual will be responsible for supporting the overall sales efforts of the company, which include travel to live seminars by Spidell and others.

Help Wanted - Enrolled Agent or EA Candidate - Sacramento Area

Year-round tax office looking for an EA or EA candidate for processing of 300-400 1040 tax returns. UltraTax & Quickbooks experience preferred. Please provide references and compensation with your resume. Email to

Help Wanted - Enrolled Agent - Tracy

Small family office of 35+ years with CFP, CHFC professional seeks an experienced EA to join the team. Our business model is full financial planning including taxes, insurance, and investments, specializing in retirement.

Help Wanted - Enrolled Agents - San Diego

Busy North County San Diego CPA firm seeks full time seasonal EAs to prepare Corporate, 1041s and 1040 returns during the upcoming 2020 season. Knowledge of Lacerte a plus. Flexible hours and excellent work space.

Help Wanted - Enrolled Agent - Encino

Seeking a full-time Enrolled Agent with tax resolution experience. We offer full benefits, health, vision and dental. We offer flexible hours and a casual work environment. We're seeking an individual to start in the next two weeks.

Help Wanted - Full Charge Bookkeeper

San Diego Tax & Accounting office is looking for a skilled Full Charge Bookkeeper. Proficient in QuickBooks, AME, Word, Outlook and Lacerte. Submit resume to Include references and short introductory paragraph.

CSEA Upcoming Events

The calendar of Society events has been set for the 2019-2020 governance year.

Legislative Fix for Qualified Improvement Property

Sacramento Valley Chapter Member David Fogel, EA, CPA is alerting Members to forthcoming legislation designed to correct a drafting error regarding the definition of QIP.

Tax Preparer Fee Disclosure Bill Will Not Affect Enrolled Agents or CPAs

AB 1140 would require non-enrolled preparers to disclose costs and fees being charged to clients who are claiming either CalEITC or EITC.

FTB April 2019 Tax News

FTB's April 2019 Tax News helps you stay ahead of the curve on issues that affect you and your clients.

April 15 FBAR Filing Deadline

U.S. citizens and resident aliens who have a foreign bank or financial account must file their annual FBAR by April 15.

FTB Warns of Tax Scams

FTB is reminding preparers and taxpayers to take steps to protect themselves from scam artists seeking to steal refunds and identities.

You Need a Plan to Protect Taxpayer Data

Data security is a necessity for every tax professional, and protecting taxpayer data is your legal responsibility.

EDD Combats Identity Theft

EDD is urging employers to carefully review EDD statements.

This Simple Step Will Improve Your Extension Season

Changes are coming to the FTB website on July 1 that will impact our Members during this fall’s extension season.

Phase Out of Credit for Plug-in Electric Drive Motor Vehicles

Notice 2019-22 announces the credit phase-out schedule for new qualified plug-in electric drive motor vehicles sold by General Motors.

Tax Transcript Redaction Issues Corrected

The Transcript Delivery System was updated on March 22, 2019 to correct the issues in the tax transcript masking process.

EDD First Quarter 2019 California Employer Newsletter

The latest edition of EDD’s California Employer newsletter has information about CalSavers, 2019 CA deposit requirements, and more.

Tax Treatment of State and Local Tax Refunds (SALT)

The IRS has clarified the tax treatment of state and local tax refunds under the TCJA's cap on the state and local tax (SALT) deduction.

IRS Revises EIN Application Process

Starting May 13, 2019, only those with either an SSN or an ITIN may request an EIN as the “responsible party.”

Beware of New Tax Season Scams

Certain Taxpayer Advocate Service (TAS) telephone numbers are being used in a new spoofing scam.

Revised Handbook for E-File Providers

Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns, has been updated.

Upcoming CSEA Events

The calendar of Society events has been set for the 2019-2020 governance year.

Updated 2019 Bill List

We have many new additions to the list, including intent language for the most recent iteration of tax on services (SB 522).

EDD Payroll Tax Relief for Multiple Counties

Employers directly affected by recent storms may request payroll relief from the EDD.

Wayfair Update

The Assembly Revenue & Taxation Committee has passed AB 147 to address Wayfair thresholds.

FTB March 2019 Tax News

FTB's March 2019 Tax News helps you stay ahead of the curve on issues that affect you and your clients.

Court Upholds IRS Authority to Charge PTIN Fees

A federal appeals court has upheld the IRS’s authority to charge a fee for tax preparers obtaining and renewing a PTIN.

2018 Health Care Reporting Requirement

The IRS has issued a reminder that full-year health care coverage must be reported on 2018 tax returns.

Delinquent Taxpayers May Have Passports Revoked or Denied

Delinquent taxpayers may not be able to renew a current passport or obtain a new passport.

CSEA’s First 2019 Bill List

CSEA asked the legislature to weigh in on Wayfair and Dynamex at our annual Jim Stern Legislative Day at the Capitol, and we are pleased that they have done so.

Promoting EAs at Tax Time

CSEA President Cynthia Leachmoore, EA was featured in a San Francisco Chronicle article, "Early tax filing statistics confirm fears about refunds."

EA Renewal Processing Extended

The processing of renewals for Enrolled Agents whose enrollment expires March 31, 2019 is delayed. The IRS is automatically extending their enrollment card expiration.

IRS Seeks Help with Ghost Preparers

The IRS is requesting help from the preparer community in its campaign against “ghost preparers.”

The Most Serious IRS Problems Facing Taxpayers

ational Taxpayer Advocate 2018 Annual Report to Congress identifies the most serious problems taxpayers face with the IRS.

CDTFA February 2019 News for Tax Practitioners

he February 2019 News for Tax Practitioners helps you stay current on the latest taxes and fees administered by the CDTFA.

Validating Your Identity When Contacting the IRS

Tax professionals calling about a client’s account should be prepared to verify their identities.

Depreciation Safe Harbor for Passenger Autos

The IRS has issued safe harbor guidance for determining depreciation deductions for passenger automobiles under the TCJA.

Returns Per PTIN Expands to All PTIN Holders

Beginning the week of February 25, 2019, the IRS is expanding the availability of “Returns Per PTIN” to all PTIN holders.

FTB Releases Taxpayers' Bill of Rights Response Letter

FTB released its annual responses to CSEA’s formal letter and Taxpayers’ Bill of Rights Hearing testimony.

199A Final Regulations

The Treasury Department and the IRS have released the corrected draft final regulations under section 199A on the new qualified business income (QBI) deduction.

IRS Transcript Fax Service Extended

The IRS has extended its transcript faxing service beyond the planned February 4 end date.

Practice Management Thoughts, Part Three - The Mature Practice

You and another EA are working long hours in your office, seeing clients and preparing tax returns. Now you need to add an additional EA. What’s the best way to go about this? Let James Southward, EA and Elizabeth Huff, EA help you with this.

CA Tax Filing Season Opens

The FTB is now accepting 2018 state tax returns.

EDD Employment Status Tutorial

The EDD has created a six-lesson online tutorial about classifying workers as either employees or independent contractors.

Federal Government to Reopen for Three Weeks

President Trump has agreed to reopen the federal government for three weeks, through February 15,

New Year's Resolutions

Susan Amaral, EA, explains how to realistically set goals for the New Year and successfully achieve them.

Final Regulations and Guidance on New QBI Deduction

The QBI deduction created by the TCJA allows many owners of sole proprietorships, partnerships, S corporations, trusts, or estates to deduct up to 20 percent of their qualified business income.

Limited IRS Operations During Shutdown

The IRS has released its Lapsed Appropriations Contingency Plan for the 2018 filing season, recalling approximately 57 percent of furloughed IRS employees.

IRS Waiver of Underwithholding, Underpayment Penalties Following TCJA

The IRS will waive the estimated tax penalty for many taxpayers whose 2018 federal income tax withholding and estimated tax payments fell short of their total tax liability for the year.

Advocacy in Action

Thanks to CSEA Members' hard work walking the hallways of the Capitol, Jim Stern Legislative Day provided tangible impact for Enrolled Agents.

Help Wanted - Enrolled Agent or CTEC Preparer

Full time EA or CTEC for tax season & possibly beyond for individual & business returns. We are located in Milpitas; full benefits package for permanent employees. Expertise in ProSeries, Excel, QuickBooks helpful. Resumes only to

Tax Help Day 2019

January 26, 2019 is Tax Help Day, when local Enrolled Agents, “America’s Tax Experts,” meet with taxpayers at locations throughout California to answer questions on a wide variety of tax topics.

Beware of Fake Payroll Direct Deposit and Wire Transfer Emails

The IRS has reported an uptick in business email compromise / business email spoofing (BEC/BES) phishing emails targeting tax professionals, which involve payroll direct deposit and wire transfer scams.

Tips to Reduce CAF Number Errors and Protect Data from Cyberthieves

The IRS has outlined common errors that delay processing of Centralized Authorization File (CAF) numbers, and steps tax pros should take to help protect their CAF numbers.

New Legislation Prompts CTEC Changes in 2019

Recent legislation extends the California Tax Education Council (CTEC) program until January 1, 2023, and impacts CTEC Registered Tax Preparers.

Palm Springs Area Practice for Sale

Selling Palm Springs area tax practice servicing approximately 375 individual and 15 business tax returns, grossing approximately $90,000/year. Asking $110,000 with terms. Contact

Tax Transcript Faxing Service to End

The IRS will end its tax transcript faxing service as of February 4, 2019, and offer a more secure alternative to taxpayers and tax professionals.

EDD Noncompliance Penalties Reminder

Beginning January 1, 2019, noncompliance penalties will be charged on certain forms and payments submitted by paper.

Annual Adequate Disclosure Revenue Procedure

Rev. Proc. 2019-9 identifies circumstances under which the disclosure on a tax return with respect to an item or position is adequate for the purposes of the accuracy penalty of IRC §6662 and the return preparer penalty under IRC §6694.

Gains on Involuntary Conversions

Like me, you may have clients, friends or family who suffered total or partial destruction to their property from the 2017 and 2018 fires in Northern and Southern California. We reach out to them on many levels. Certainly, it all starts on a personal

Tax/Bookkeeping Practice Wanted

Established Carlsbad Enrolled Agent seeks to purchase North County San Diego practice/client list to augment own practice. Seeking Business, Individual, Trust, Payroll clients – $25k-$100k. Email or call 760-828-7931.

Practice Management Thoughts, Part Two - Growing Your Practice

As you make progress with the management of your practice, you may find it advantageous to purchase another practice. Let James Southward, EA and Elizabeth Huff, EA help you with this important task.

TCJA Expands Preparer Due Diligence Requirements

The IRS has issued final regulations expanding paid preparer due diligence requirements to head of household filers. The additional requirement will apply starting with 2018 returns prepared on or after November 7, 2018.

Help Wanted - EA or CTEC Preparer

Tax Office in Temecula, CA is looking for a seasonal F/T experienced tax preparer. EA or CTEC registered. Candidate must live locally, be flexible and able to work long hours. Bilingual preferred. Please send resume to

Position Wanted

Enrolled Agent seeking part-time work for 2019 tax season; ideally in the Clairemont or Mission Valley area of San Diego. Please contact Lisa Krenzer at 858-405-4668 or

Practice for Sale

Tired of California? Buy this tax and accounting office on the beautiful Kenai Peninsula, Alaska. Established 20 year business. Please call 907-399-7180 or email

CDTFA Planning to Move Ahead with Wayfair Implementation

In an informational meeting held last Wednesday, October 24, CDTFA made clear its plan to move forward with the implementation of the Wayfair v. South Dakota Supreme Court decision without input from the California Legislature.

FTB November 2018 Tax News

FTB's monthly Tax News helps you stay up-to-date on important issues that affect your tax practice.

401(k), IRA Contribution Limits Increase for 2019

The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $18,500 to $19,000.

Help Wanted - Licensed Tax Preparer

Seeking a qualified person to fill a part-time or full-time position during tax season in a tax preparation office in Richmond, CA. Preference for CPAs, EAs or other licensed preparers. Send cover letter and email to

EA License Renewal Period Now Open

Enrolled Agents with SSNs ending in 0, 1, 2 or 3 should renew their EA licenses by January 31, 2019 to ensure processing before the current enrollment cards expire on March 31, 2019.

Help Wanted - Enrolled Agent

Enrolled Agent needed for tax season and possibly beyond for a F/T position. We are a busy and growing firm. Our firm offers competitive pay, health insurance and training on tax software. Send resume to or call 805-461-5903.

Help Wanted - Enrolled Agent

Busy Burlingame EA office seeking personality match. Ideal candidate will have years of tax/life experience, enjoy interacting with and giving advice to clients. This is NOT a back office job. Send resume to

Your Bridge to Success

Chris de Lorimier, EA, MBA shares insights on how membership in CSEA contributes to the progress, connections, and success of Enrolled Agents.

Practice Management Thoughts, Part One - Starting a Tax Practice

Are you thinking of starting your own tax practice? Do you have the entrepreneurial spirit? Can you put in the time? Let James Southward, EA and Elizabeth Huff, EA help you with these and other crucial questions.

Help Wanted - Seasonal Tax Preparer

Small Burlingame CPA firm seeks Seasonal Tax Preparer for upcoming season. Great opportunity for recurring seasonal work for individual who wants to continue working but have flexibility the rest of the year.

Know the Signs of Tax Pro Data Theft

Cybercriminals often leave very few signs of their intrusion, so tax preparers might not even realize that client data has been stolen until fraudulent returns are filed.

October 15 Deadline Scams

The IRS is warning taxpayers to beware of scams ahead of the October 15 tax-filing extension deadline, including threatening phone calls and email phishing schemes.

Guidance on Changes to Expense Deductions for Meals, Entertainment

The IRS has issued Notice 2018-76 providing transitional guidance on the business expense deduction for meals and entertainment following law changes in the Tax Cuts and Jobs Act (TCJA).

CSEA 2018 End of Year Bill Update

The 2018 legislative calendar is over and the Governor has finished signing bills. CSEA had some notable advocacy victories this year.

Cannabis Business Tax Information

Visit the California Tax Service Center for cannabis business tax information.

EDD Third Quarter 2018 California Employer Newsletter

The latest edition of EDD’s California Employer newsletter has information about fraud, compliance, audit guidelines, and more.

2018-2019 Per Diem Rates

Notice 2018-77 announces the special per diem rates effective October 1, 2018.

FTB October 2018 Tax News

FTB's monthly Tax News helps you stay up-to-date on important issues that affect your tax practice.

2019 Form W-4 Similar to 2018 Version

As a result of feedback from the payroll and tax communities, the 2019 version of the Form W-4 will be similar to the current 2018 version. A new draft version of the W-4 for 2019 will be available in the coming weeks.

CSEA September 2018 Meetings Roundup

CSEA conducted another round of productive governance meetings on Saturday and Sunday, September 22-23 at the Sheraton Grand Sacramento. The Society also welcomed Derek Ganter, IRS Area Manager Stakeholder Liaison Field Operations.




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Enrolled Agents are America’s Tax Experts. We are federally-licensed tax practitioners who specialize in tax preparation and have unlimited rights to represent taxpayers before the Internal Revenue Service. If you get a letter from the IRS, or worse, are audited or are the target of a collection action, your EA can speak directly to the IRS on your behalf.

Enrolled Agents are trained in a wide variety of tax situations, both common and unusual. With tax laws changing yearly, it’s more critical than ever to consult with a qualified tax specialist on your tax and financial strategy. The Enrolled Agent license is the highest credential the IRS issues. Be confident about your tax return – use an Enrolled Agent.

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