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NEWS & HOT TOPICS

Help Wanted - CPA or EA - Goleta

7/17/2019
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

7/15/2019
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

7/12/2019
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

7/8/2019
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

7/1/2019
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

6/20/2019
Selling Palm Springs area tax practice servicing 375 individual and 15 business tax returns grossing approximately $90,000/year.

Help Wanted - Sales Associate

6/20/2019
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

6/10/2019
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 dwaine@koitax.com.

Help Wanted - Enrolled Agent - Tracy

6/4/2019
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

6/3/2019
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

5/29/2019
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

5/21/2019
San Diego Tax & Accounting office is looking for a skilled Full Charge Bookkeeper. Proficient in QuickBooks, AME, Word, Outlook and Lacerte. Submit resume to Lisa@LindgrenFS.com. Include references and short introductory paragraph.

CSEA Upcoming Events

4/9/2019
The calendar of Society events has been set for the 2019-2020 governance year.

Legislative Fix for Qualified Improvement Property

4/8/2019
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

4/8/2019
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

4/8/2019
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

4/8/2019
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

4/8/2019
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

4/2/2019
Data security is a necessity for every tax professional, and protecting taxpayer data is your legal responsibility.

EDD Combats Identity Theft

4/2/2019
EDD is urging employers to carefully review EDD statements.

This Simple Step Will Improve Your Extension Season

4/2/2019
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

4/2/2019
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

4/2/2019
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

4/2/2019
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)

4/1/2019
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

4/1/2019
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

3/25/2019
Certain Taxpayer Advocate Service (TAS) telephone numbers are being used in a new spoofing scam.

Revised Handbook for E-File Providers

3/25/2019
Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns, has been updated.

Upcoming CSEA Events

3/25/2019
The calendar of Society events has been set for the 2019-2020 governance year.

Updated 2019 Bill List

3/11/2019
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

3/11/2019
Employers directly affected by recent storms may request payroll relief from the EDD.

Wayfair Update

3/11/2019
The Assembly Revenue & Taxation Committee has passed AB 147 to address Wayfair thresholds.

FTB March 2019 Tax News

3/11/2019
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

3/11/2019
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

3/11/2019
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

3/11/2019
Delinquent taxpayers may not be able to renew a current passport or obtain a new passport.

CSEA’s First 2019 Bill List

2/19/2019
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

2/19/2019
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

2/19/2019
The processing of renewals for Enrolled Agents whose enrollment expires March 31, 2019 is delayed. The IRS is automatically extending their enrollment card expiration.

Validating Your Identity When Contacting the IRS

2/19/2019
Tax professionals calling about a client’s account should be prepared to verify their identities.

The Most Serious IRS Problems Facing Taxpayers

2/19/2019
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

2/19/2019
he February 2019 News for Tax Practitioners helps you stay current on the latest taxes and fees administered by the CDTFA.

Depreciation Safe Harbor for Passenger Autos

2/19/2019
The IRS has issued safe harbor guidance for determining depreciation deductions for passenger automobiles under the TCJA.

IRS Seeks Help with Ghost Preparers

2/19/2019
The IRS is requesting help from the preparer community in its campaign against “ghost preparers.”

Returns Per PTIN Expands to All PTIN Holders

2/19/2019
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

2/11/2019
FTB released its annual responses to CSEA’s formal letter and Taxpayers’ Bill of Rights Hearing testimony.

199A Final Regulations

2/11/2019
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

2/11/2019
The IRS has extended its transcript faxing service beyond the planned February 4 end date.

Practice Management Thoughts, Part Three - The Mature Practice

2/7/2019
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

1/28/2019
The FTB is now accepting 2018 state tax returns.

EDD Employment Status Tutorial

1/28/2019
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

1/28/2019
President Trump has agreed to reopen the federal government for three weeks, through February 15,

New Year's Resolutions

1/26/2019
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

1/22/2019
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

1/22/2019
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

1/22/2019
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

1/22/2019
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

1/8/2019
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 Karen@KHahnCPA.com.

Tax Help Day 2019

1/8/2019
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

12/26/2018
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

12/26/2018
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

12/26/2018
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

12/26/2018
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 lewdasilva@aol.com.

Tax Transcript Faxing Service to End

12/26/2018
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

12/26/2018
Beginning January 1, 2019, noncompliance penalties will be charged on certain forms and payments submitted by paper.

Annual Adequate Disclosure Revenue Procedure

12/26/2018
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

12/21/2018
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

12/17/2018
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 Maureen@mteataxaccounting.com or call 760-828-7931.

Practice Management Thoughts, Part Two - Growing Your Practice

12/7/2018
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

12/3/2018
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

11/26/2018
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 Jchtaxgroup1@yahoo.com.

Position Wanted

11/9/2018
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 lkrenzer@yahoo.com.

Practice for Sale

11/8/2018
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 nrmngreene@yahoo.com.

CDTFA Planning to Move Ahead with Wayfair Implementation

11/6/2018
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

11/6/2018
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

11/6/2018
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.

EA License Renewal Period Now Open

11/6/2018
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 - Licensed Tax Preparer

11/6/2018
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 corcap1@pacbell.net.

Help Wanted - Enrolled Agent

11/1/2018
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 joe@modicafinancial.com or call 805-461-5903.

Help Wanted - Enrolled Agent

10/29/2018
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 clayton@claytonpattersonea.com.

Your Bridge to Success

10/24/2018
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

10/24/2018
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

10/22/2018
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

10/8/2018
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.

Guidance on Changes to Expense Deductions for Meals, Entertainment

10/8/2018
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).

October 15 Deadline Scams

10/8/2018
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.

CSEA 2018 End of Year Bill Update

10/8/2018
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

10/8/2018
Visit the California Tax Service Center for cannabis business tax information.

EDD Third Quarter 2018 California Employer Newsletter

10/5/2018
The latest edition of EDD’s California Employer newsletter has information about fraud, compliance, audit guidelines, and more.

FTB October 2018 Tax News

10/5/2018
FTB's monthly Tax News helps you stay up-to-date on important issues that affect your tax practice.

2018-2019 Per Diem Rates

10/5/2018
Notice 2018-77 announces the special per diem rates effective October 1, 2018.

2019 Form W-4 Similar to 2018 Version

10/5/2018
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

10/5/2018
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.

SOS’s Eureka Chatbot Receives Prestigious Award

10/5/2018
The California Secretary of State (SOS) received the Best Application Serving the Public award from the Center for Digital Government on September 18. The award was presented for the SOS’s Eureka Chatbot, which answers frequently asked business entit

W-2 and 1099-MISC Filing Extensions Not Automatically Approved

10/5/2018
The IRS is advising preparers that Treasury Decision 9838, Extension of Time to File Certain Information Returns in Internal Revenue Bulletin 2018-34, is the final ruling and clarifies that extension requests for Forms W-2 and 1099-MISC will not be a

Combat-Injured Disabled Veterans May Be Owed Refunds

10/5/2018
Certain veterans who received disability severance payments after January 17, 1991, and included that payment as income, should file Form 1040X to claim a credit or refund of the overpayment attributable to the disability severance payment.

CSEA Award Nominations Due by Nov. 30, 2018

10/5/2018
CSEA offers many important awards that recognize and honor those individuals who have gone above and beyond in the service of their Society and their Chapters. Without your nomination, these dedicated volunteers might go unrecognized.

2018 Employer Reimbursements for Employees’ 2017 Moves

10/5/2018
Employer payments or reimbursements in 2018 for employees’ moving expenses incurred prior to 2018 are excluded from the employee’s wages for income and employment tax purposes.

Employer Tax Credit for Paid Family and Medical Leave

10/5/2018
Eligible employers who provide paid family and medical leave to their employees may qualify for a new business credit for tax years 2018 and 2019.

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WHY CHOOSE AN ENROLLED AGENT

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.

Find an EA OR CALL 1-800-TAXPRO5