SBA Now Accepting Shuttered Venue Operators Grant (SVOG) Applications

SBA has opened the SVOG application portal for operators of live venues, performing arts organizations, museums, movie theaters, venue promoters, theatrical producers and talent representatives that closed due to COVID-19.

Treasury Department Releases Important PPP Conformity Directive

The Department of the Treasury has released a long-awaited directive that will allow the California Legislature to move forward with their PPP conformity bill, AB 80.

Several Lockbox Addresses Closing in 2022

IRS is closing several individual payment P.O. boxes, also known as Lockbox addresses, in the San Francisco, CA and Hartford, CT areas as of January 1, 2022.

IRS Suspends Requirement to Repay Excess Advance Payments of 2020 Premium Tax Credit

The American Rescue Plan Act of 2021 suspends the requirement that taxpayers increase their tax liability by all or a portion of their excess advance payments of the Premium Tax Credit (excess APTC) for tax year 2020.

Report of Foreign Bank and Financial Accounts (FBAR) Deadline Remains April 15

IRS has issued a reminder that the deadline to file an annual Report of Foreign Bank and Financial Accounts (FBAR) is still April 15.

Temporary 100 Percent Deduction for Business Meal Expenses

Notice 2021-25 provides guidance under the Taxpayer Certainty and Disaster Relief Act of 2020, which added a temporary exception to the 50 percent limit on the amount that businesses may deduct for food or beverages.

IRS to Recalculate Taxes on Unemployment Benefits; Refunds to Start in May

IRS will automatically refund money this spring and summer to people who filed their tax return reporting unemployment compensation before the recent changes made by the American Rescue Plan.

CSEA Submits Letter of Support for SALT Workaround Bill

This week, we submitted a letter of support for SB 104 (McGuire), a bill that will help California small business owners who have been negatively impacted by TCJA’s cap on state and local tax (SALT) deductions.

IRS Extends Deadlines for IRA and Health Savings Account Contributions to May 17

Individuals have until May 17 to make contributions to IRAs and health savings accounts. Foreign trusts and estates that file Form 1040-NR also have until May 17 to file and pay.

Impact of Recent Federal Changes on the California Earned Income Tax Credit (CalEITC)

FTB is reviewing the overall impacts of the recent federal legislation as it relates to California income tax filing, and will provide additional information in the near future.

SBA Increases COVID-19 Economic Injury Disaster Loan Limit

Starting the week of April 6, the SBA will raise the loan limit for the COVID-19 EIDL program from six-months of economic injury with a maximum loan amount of $150,000, to up to 24-months of economic injury with a maximum loan amount of $500,000.

COVID-19 Personal Protective Equipment is Tax Deductible

Announcement 2021-7 clarifies that the purchase of personal protective equipment, such as masks, hand sanitizer and sanitizing wipes, for preventing the spread of coronavirus is a deductible medical expense.

Unemployment Compensation Exclusion Update

IRS has provided detailed information regarding treatment of the unemployment compensation exclusion due to the recently enacted American Rescue Plan.

2021 National Virtual Settlement Days

The IRS Office of Chief Counsel has declared March 2021 “National Settlement Month,” with events being conducted across the country.

EDD Update on Launching the American Rescue Plan of 2021

States have now received official guidance on how to implement the American Rescue Plan Act.

New SBA Shuttered Venue Operators Grant Applications Portal

The SBA has launched a splash page for the Shuttered Venue Operators Grant (SVOG) application portal, and will begin accepting applications on April 8.

SBA Updates Paycheck Protection Plan (PPP) First and Second Draw FAQs

The SBA has updated its FAQs for calculating maximum first and second draw PPP loan amounts.

IRS Statement: Don’t File Amended Returns Related to the American Rescue Plan Act of 2021

IRS strongly urges taxpayers to not file amended returns related to the new legislative provisions or take other unnecessary steps at this time.

Visit the Newly Redesigned Bill Watch List Page On Our Website

Recently we redesigned our Bill Watch List with our end users in mind, which means that this web page is now much more intuitive, straightforward, and easy to understand.

Guidance on the Employee Retention Credit and Eligibility Rules for PPP Borrowers

The Taxpayer Certainty and Disaster Tax Relief Act of 2020 lets employers that received a PPP loan claim the employee retention credit, although the same wages can't be counted both for seeking PPP loan forgiveness and calculating the credit.

SBA Changes to PPP Loan Amount Calculation and Eligibility

SBA has released an update to the PPP Interim Final Rule that implements the Biden Administration’s recent PPP changes to aid the smallest businesses and the self-employed.

IRS Guidance on Incorrect Form 1099-G for Unemployment Benefits

California taxpayers who get an incorrect Form 1099-G for unemployment benefits they did not receive should contact EDD to request a revised Form 1099-G showing they did not receive these benefits.

CSEA’s First Bill Review of the 2021 Legislative Session

Every year following the February deadline for legislators to submit new bills, CSEA staff and our Legislative Advocate, Jennifer Tannehill, review the priority bill list prepared for us by Aaron Read & Associates.

State Treasurer's Office Asks CSEA to Spread the Word on College Access Tax Credit Fund

This week, California State Treasurer Fiona Ma’s office contacted CSEA to help get the word out about the new College Access Tax Credit Fund (CATCF) program for 2021.

March 1 Filing Deadline for Farmers, Fishers

Those with income from a farming or fishing business can avoid making any estimated tax payments by filing and paying their entire tax due on or before March 1.

NAEA Political Action Committee (PAC) Hosts California Congressman Jimmy Gomez

As part of its ongoing advocacy at the federal level, the NAEA PAC hosted a Q&A with Los Angeles-based Congressman Jimmy Gomez, who sits on the important House Ways and Means Committee.

All Economic Impact Payments (EIPs) Now Issued

IRS has now issued all legally permitted first and second round of EIPs. The COVID-Related Tax Relief Act of 2020 required that the second round of EIPs be issued by January 15, 2021.

Electronic Filling Identification Number (EFIN) Policies and Procedures

IRS e-file providers must abide by the policies and procedures in Publication 3112, IRS e-file Application and Participation, and Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

CP59 Notices Sent Erroneously

Earlier this month, IRS issued CP59 notices to approximately 260,000 taxpayers stating they hadn’t filed their 2019 federal tax return.

Flexible Spending Arrangements (FSAs) and Dependent Care Assistance Programs Update

Under the Taxpayer Certainty and Disaster Tax Relief Act of 2020, employee benefit plans offering FSAs or dependent care assistance programs have additional discretion in 2021 and 2022 to adjust their programs.

New Form for Self-Employed Individuals to Claim COVID-19 Sick and Family Leave Credits

Eligible self-employed individuals can claim sick and family leave equivalent tax credits to offset their federal income tax with the new IRS Form 7202.

CSEA Tracking Conformity Bill in Legislature

On January 21, Assembly Revenue and Taxation Committee Chair Autumn Burke introduced AB 281, a bill with intent language that will serve as the starting point for legislative discussions regarding California’s conformity with federal PPP laws.

Urgent Electronic Filing Identification Number (EFIN) Scam Alert

IRS is warning tax professionals about a new email phishing scam that impersonates IRS and attempts to steal EFINs, with the subject line, “Verifying your EFIN before e-filing.”

CSEA Meets with Governor’s Office over Healthcare Mandate Penalties

On February 2, CSEA representatives met virtually with the Newsom administration to discuss healthcare mandate penalty relief for individuals who lost their employer-based coverage due to COVID-19.

EA Prompts Action on Unemployment Fraud

Big Valley Chapter Member Laura Strombom, EA reached out to KCRA Channel 3 about how identity theft unemployment fraud victims could be facing a huge tax problem.

Help Wanted - Income Tax Professional - San Bernardino

Seeking an income tax professional with experience in corporate and personal income, with some partnership and non-profit, who will be a team player in a growing office. The environment is family friendly and relaxed.

Secure Access Credentials and Authorization Upload Tool

Tax professionals who specialize in representation or other services will need a Secure Access username and password to use the new authorization form upload tool launching in January 2021.

IRS Resumes Sending 500 Series Balance Due Notices

Although the 500 series notices were suspended temporarily due to COVID-19, some taxpayers have now started to receive the updated 500 series notices with current issuance and payment dates.

Help Wanted - Seasonal Tax Preparer - Burlingame

CPA firm seeks tax preparer for 2020 season, Feb. - April 2021. Preparation of federal and state individual and trust tax returns. Full-time and part-time hours available. Knowledge of Lacerte, UltraTax and Excel a plus.

Help Wanted - Enrolled Agents - Folsom, Santa Ana and Thousand Oaks

We Need Your Expertise! Positions Available in Folsom, Santa Ana, and Thousand Oaks, CA! TaxAudit is actively hiring Enrolled Agents to represent and defend our customers in IRS and state audits.

Get Your 2020 Client Tax Newsletter

Tax season is approaching fast, and it's time to start thinking about client meetings, whether in-person or virtual. Our Client Tax Newsletter is an effective way to reach out to both prospective and current clients...

Practice for Sale - Palo Alto Area

Selling Palo Alto area tax practice. Gross annual revenue of $275,000. Asking $325,000. Willing to transfer all or part of this high-quality clientele. Approximate annual net income of $250,000.

CSEA Looks to the Future

The Board Meeting took place virtually on Saturday and Sunday, October 24 and 25. On Saturday, the Board of Directors had a strategic issues discussion focused on the five programs that the Board agreed upon...

Help Wanted - Seasonal Tax Preparer - Burlingame

CPA firm seeks tax preparer for 2020 season, Feb. - April 2021. Preparation of federal and state individual and trust tax returns. Full-time and part-time hours available. Knowledge of Lacerte, UltraTax and Excel a plus.

Renew Your PTIN Now for 2021

PTIN applications and renewals for 2021 are now being processed. Preparers must renew or register for their PTIN by December 31. Anyone who prepares or assists in preparing federal tax returns for compensation must...

Help Wanted, Office Space Available - Tax Pro with Accounting Skills to Buy Practice - Seal Beach

Are you interested in owning your own tax, accounting and financial practice? I am a CPA, CFP, LPL Financial representative seeking the right individual to work with me and eventually buy my practice in Seal Beach, CA.

Office Space Available - Venice, CA

Space available for EA or CPA practice specializing in Partnerships, Corporations and Trusts. Plenty of referral business. Financial plaza on Abbott Kinney in Venice, CA.

CSEA Gains Important Victory Despite Tumultuous 2020 Legislative Session

On Tuesday night, the California Legislature adjourned for the year after a tumultuous 2020 legislative session. While CSEA business in the Capitol was far from usual this year both from a tax policy and an EA advocacy perspective...

Breaking News - IRS Mail Backlog and Unprocessed Checks

The IRS Stakeholder Liaison reports that IRS has been receiving a large number of inquiries about checks being sent and not cashed, and has posted the following notice to its...

Board Votes for New Technology to Support Chapters

CSEA’s first Board and Committee meetings of the 2020-2021 governance year were held July 19-20. What follows is a brief summary of the highlights...

Update on Original Signatures for Paper Returns and Other Documents FTB posted on its COVID-19 FAQs

FTB posted on its COVID-19 FAQs page today that for paper returns and other documents that must be signed with an original signature by a taxpayer and/or tax representative...

Ballot Proposition Could Repeal Certain Protections for Property Tax Rates

This November, California voters will be asked to consider Proposition 15, a ballot proposition that would exclude certain commercial business properties from 1978 Proposition 13 tax protections. The...

Congress Approves Paycheck Protection Program (PPP) Extension

On Tuesday, the Senate unanimously passed legislation that would extend the PPP until August 8. This legislation came just before the Small Business Administration...

Help Wanted - Part-Time EA or CTEC and Bookkeeper - Ventura

Prefer 5 years of experience. We are a growing firm and the principal would like to semi-retire. This is an opportunity to grow with the firm.

Upcoming July CSEA Governance Meetings

Between the extended filing season, the need to avoid in-person meetings, and the virtual delivery of Super Seminar during the...

June 5, Legislative Update

Last Friday, the Senate passed two budget proposals that CSEA had been monitoring due to their important tax implications...

Businesses Are Starting to Open – Here’s How to Do It Safely

The Governor’s office has released guidelines for how businesses in certain counties can begin to reopen. Among the resources available...

Supers Virtual Education Schedule Finalized!

A few weeks ago, we introduced Super Seminar: A Virtual Education Series for Tax Professionals, a first of its kind extended online event designed to be delivered over multiple weeks...

Legislature Continues to Conduct Business Relevant to EAs

The Governor announced his May revision to the state budget on Thursday. One of the key takeaways is that the state is facing a $50 billion budget deficit. This impacts...

Meet your 2020-2021 Officer Nominees

The Nominating Committee, in accordance with the Bylaws and its Committee Charter, will nominate the following Members to serve the Society for the 2020-2021 fiscal year...

Super Seminar: A Virtual Education Series for Tax Professionals

Super Seminar: A Virtual Education Series for Tax Professionals a first of its kind extended online event that will be delivered over multiple weeks so that...

Business Owners, Self-Employed Can Now Apply for PUA

The new PUA program launched on Tuesday, April 28. It was established by the CARES Act to provide benefits to eligible business owners, self-employed, and independent contractors...

EDD Pandemic Unemployment Assistance Info Updated

EDD will begin accepting online applications for the Pandemic Unemployment Assistance (PUA) program on Tuesday, April 28. This program is designed to help unemployed...

Economic Impact Payment Roundup

The Treasury Department and the Internal Revenue Service have developed several tools designed to assist certain taxpayers and non-filers in ensuring that...

IR-2020-72: IRS unveil online application to help with EIPs

The Treasury Department and the IRS unveiled the new Get My Payment with features to let taxpayers know when they will receive their Economic Impact Payment (EIP) and...

New IRS Tool Helps Non-Filers Register for Economic Impact Payments

On April 10, the Treasury Department and IRS launched a new free and easy online tool that enables those who don’t normally file a tax return, or have too little income to file...


On April 10, the Treasury Department and IRS launched a new free and easy online tool that enables those who don’t normally file a tax return, or have too little income to file...

Notice 2020-23: Additional Relief for Taxpayers Affected by Ongoing Coronavirus

The most recent guidance issued by the IRS extends a variety of tax filings and payment obligations to the July 15 deadline. This includes...

Is Tax Preparation an Essential Business?

Many members have contacted CSEA about whether or not Enrolled Agents with offices and staff are considered an essential business...

CSEA Launches COVID-19 Resources for Tax Pros

The coronavirus pandemic has created an unprecedented challenge for the tax community. Not only are we faced with the need to pivot our tax practices

IR-2020-64: IRS issues warning about Coronavirus-related scams

The Internal Revenue Service today urged taxpayers to be on the lookout for a surge of calls and email phishing attempts about the Coronavirus, or COVID-19.

IRS FAQ: COVID-19-Related Tax Credits for Required Paid Leave

The FFCRA requires employers to provide paid leave through two separate provisions: the Emergency Paid Sick Leave Act (EPSLA) and the Emergency Family and Medical Leave Expansion Act

IR-2020-62: Employee Retention Credit Information

The Treasury Department and the Internal Revenue Service today launched the Employee Retention Credit, designed to encourage businesses to keep employees on their payroll.

New page for Operations During COVID-19 is Live

As the COVID-19 (coronavirus) outbreak continues, the Internal Revenue Service is taking multiple steps to protect our employees, America's taxpayers and our partners...

Mnuchin Extends Payment Deadlines as Part of COVID-19 Response

In a press conference this morning, Treasury Secretary Steven Mnuchin extended the payment deadline as part of the federal government’s COVID-19 response. The measure...

C Corp and S Corp Extension Eligibility Confirmed

In a March 13 press release, the FTB announced that taxpayers affected by COVID-19 would be granted an extension for filing 2019 California tax returns and upcoming...

Franchise Tax Board Extends Filing and Payment Deadlines to June 15, 2020

The FTB has issued a press release extending tax filing and payment deadlines that occur between March 15, 2020 and June 15, 2020. The new filing and payment deadline is...

Help Wanted - Enrolled Agent - Santa Ana

Optima Tax Relief is looking to hire an Enrolled Agent with at least 5 years of tax resolution experience, to work directly with our CEO, and help build out the company!

2020 Legislative Session Bill Review

The deadline to introduce new bills for consideration during the 2020 legislation session was February 21...

It’s Not Too Late to Help Your Clients Avoid the CA Healthcare Penalty

Health insurance may not be something you normally discuss with your clients at tax time, but it should be, now that the state...

Do You Have Questions About AB 5?

EAs have been trying to make sense of the many confusing circumstances that Dyanmex and AB 5 have created for California taxpayers...

Tax Planning Guides and Refund Information Publications

Find useful talking points for clients in IRS Publication 5349, Year-Round Tax Planning is for Everyone. Also, take advantage of our customizable Client Tax Newsletter.

New IRS Outreach Connection

Do you need tax content to share with clients and colleagues in your social media posts, newsletters, and website? Visit IRS’ Outreach Connection

Earned Income Tax Credit Q&A

Preparers who are paid to complete returns claiming the Earned Income Tax Credit (EITC) and certain other credits must meet due diligence requirements.

Revised Handbook for E-File Providers

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

Mary Philippsen, EA Talks Taxes on FOX40

Sacramento Valley Chapter President Mary Philippsen, EA recently appeared on FOX40 Live to share details of Tax Answer Day (also known as Tax Help Day), held on January 25.

Donated Medicinal Cannabis is Exempt from Certain Taxes

Beginning March 1, cannabis retailers may donate free medicinal cannabis to medicinal cannabis patients without payment of certain taxes.

Bylaws Changes Approved by Membership

President Joyce Cheng has announced that CSEA Members approved the proposed changes to the Bylaws. She thanked all those who participated in the voting process.

Due Diligence Videos

Tax professionals can now view due diligence videos recorded at the 2019 IRS Nationwide Tax Forums.

One-Stop-Shop for Identity Theft Protection

IRS' new Identity Theft Central is a streamlined site for information about how individuals, businesses and tax professionals can protect themselves from ID theft and scams.

New Requirements for DE 4, 2020 Employee’s Withholding Allowance Certificate

Starting in 2020, allowances are no longer included on the redesigned Form W-4 for PIT withholdings.

Individual Health Mandate Penalty Estimator

Beginning January 1, all California residents must either have qualifying health insurance coverage, obtain an exemption from the requirement, or pay a penalty when they file their state tax return.

Reporting Phishing and Online Scams

This tax season, remind your clients that the IRS doesn't initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information.

CSEA Opposes AB 1140

Although EAs are exempt from the requirements of AB 1140, the Legislative Affairs Committee is preparing a letter of opposition to Assemblymember Mark Stone's office and the Legislature. The Legislative Affairs Committee feels that the bill adversely

Help Wanted - Enrolled Agent - Napa Area

A large practice in Napa is in need of an Enrolled Agent, to help with taxes, client services and reporesentation. New EA welcome. Will train.

Tax Practice for Sale - Blythe, CA

Tax practice for sale in Blythe, California - $150,000. About 40% Minister, Individual; 40% Corporations, Partnerships, Trusts; and 20% Non-Profit Entities. Will carry for the right buyer.

Help Wanted - Staff Accountant/Preparer - Sacramento Area

Busy tax and accounting firm in the Sacramento area is looking for a full-time, year-round staff accountant/preparer. We are seeking an EA with an accounting background, familiar with tax-basis financial statement preparation and payroll processing.

Help Wanted - Experienced Tax Pro Plus New EA - North County San Diego

Rare openings at a busy/diverse tax office for two positions: 1st - Experienced tax professional to prepare individual and corporate taxes; 2nd - Paid internship for a new EA.

Help Wanted - Enrolled Agent or EA Candidate - Roseville

Local Roseville tax office looking for full-time Enrolled Agent or EA candidate. Working client list already in place. 400-600 clients depending on ability. Primarily individual, California-based tax returns.




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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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