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.

IRS Gets Input from Practitioners at IMRS Meeting

At the November 1 IRS Area 5 Issue Management Resolution System (IMRS) meeting, the Stakeholder Liaison requested feedback from practitioners in order to help resolve systemic issues with federal tax policies, practices or procedures.

Help Wanted - Seasonal Tax Preparer - Burlingame

Small Burlingame CPA firm seeks Tax Preparer for the upcoming season, Feb. - April 2020. Preparation of individual and trust federal and state tax returns. Full-time and part-time hours available. Knowledge of Lacerte and UltraTax a plus.

Help Wanted - Seasonal Tax Preparer - Sun Valley / Burbank

Tax and Financial Services firm is looking for an EA or CTEC registered tax preparer to prepare up to 100 returns during filing season. Familiarity with Lacerte is a plus.

Help Wanted - Experienced Tax Professional - Carson, CA

Seeking tax professional with 10+ years of experience; skilled in using Lacerte; & excellent communication skills for face-to-face client interviews. Private firm with 60 years of history in Carson, CA.

Help Wanted - Enrolled Agent - Napa

Small super-busy firm needs a part-time / full-time Enrolled Agent for taxes and help with representation in Napa, CA.

Your Client’s 1099 Should Have Been a W-2

Using Form 8919 has saved employees thousands of dollars, while protecting their Social Security records and their tax status ... though it does take a little finesse to use this form and this strategy.

Help Wanted - Tax Preparer - Elk Grove

Well-established CPA firm seeks a tax preparer to help with the upcoming tax season. Seasonal part-time available. Job entails preparing tax returns for individuals from information dropped off/uploaded/mailed in by clients.

Independent Contracting - How Dynamex Impacts You and Your Clients

Many are aware that independent contracting laws were changed in April of 2018 when the California Supreme Court decided in Dynamex Operations West, Inc. v. Supreme Court of Los Angeles to create a new standard for classifying...

In Memoriam – Salvador “Sal” Romo, Jr., EA

CSEA is sad to inform you that long-time Member and CSEA Past President Salvador “Sal” Romo, Jr., EA passed away on September 30.

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.

New Data Security Checkbox on PTIN Renewal

The IRS Return Preparer Office sent a data security message to all registered PTIN holders the week of September 23, 2019, regarding the new data security responsibilities statement and checkbox for PTIN renewals.

Help Wanted - Enrolled Agent - Placerville Area

Looking to partner with an experienced EA in the Placerville area. Ideal candidate specializes in business tax returns and understands financial statements.

California’s Individual Health Care Mandate

California’s new state individual health care mandate takes effect on January 1, 2020, and requires Californians to have qualifying health insurance coverage throughout the year.

Always on Watch - Final Suspense File Bills

This year, two bills that we are tracking have been put on suspense file, which is where bills costing more than $150,000 are kept while leadership determines the bills’ costs and priority level for the majority party.

Temporary Exclusion from the Passport Certification Program for TAS Cases

The IRS recently agreed to temporarily exclude taxpayers with open Taxpayer Advocate Service (TAS) cases from passport certification and to reverse certifications for TAS taxpayers who were certified before coming to TAS.

New Procedures for Certain Expatriates to Come into Tax Compliance

The IRS has announced new procedures enabling certain individuals who relinquished their U.S. citizenship to come into compliance with their U.S. tax and filing obligations and receive relief for back taxes.

FTB September 2019 Tax News

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

Philip Levine, EA Speaks Up for Enrolled Agents

After reading an article on taxation in The Mercury News that omitted to mention Enrolled Agents, Mission Society Director Philip Levine, EA, MBA wrote to the author to promote the EA profession.

Final and Proposed Regulations on New 100 Percent Depreciation

The Treasury Department and the IRS have released final regulations and additional proposed regulations under IRC § 168(k) on the new 100 percent additional first year depreciation deduction.

Know the Signs of a Data Breach

To protect your clients and your tax practice, learn the tell-tale signs that your office may have experienced a data theft.

New Online Tax Guide for Local and District Taxes

CDTFA’s new online Local and District Tax Guide for Retailers helps retailers properly to allocate local tax and determine how district taxes apply to their business transactions.

CSEA Earns Huge Legislative Victory

CSEA is happy to report that an EA exemption to Dynamex has been amended into AB 5!

Marketplace Facilitator Act Update

Per CDTFA, marketplace sellers that sell tangible merchandise through a marketplace such as an Internet website may not be responsible for the sales or use tax on those sales.

IRS EA Logo Available for Download

The IRS announced this week that the Enrolled Agent logo, which was revised in May 2018, is now available for download in black/white and color versions.

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.

CSEA - NAEA Affiliation Status

CSEA President Joyce Cheng, EA discusses the reasons behind this decision and why Members should support both organizations going forward.

Promoting EAs at the 2019 Diwali Festival of Lights

Mission Society of Enrolled Agents (MSEA) will be hosting a booth at the Diwali Festival in Cupertino on October 12 to promote the expertise of Enrolled Agents.

Office Space for Lease - North OC

1 or 2 professional offices available for lease in North Orange County. Approximately 12x12. Includes receptionist support, utilities, internet, VoIP telephone system, as well as possible access to tax and accounting software.

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 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 - 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 - 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.

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 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.

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.

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.

EDD Combats Identity Theft

EDD is urging employers to carefully review EDD statements.

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.

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).

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.

Wayfair Update

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

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.

EDD Payroll Tax Relief for Multiple Counties

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

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."

IRS Seeks Help with Ghost Preparers

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

Depreciation Safe Harbor for Passenger Autos

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

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.

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.

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.

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.

IRS Transcript Fax Service Extended

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

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.

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.

Tax Help Day

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

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

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.

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.

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.




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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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