Get Ready

How to prepare for the exam


Classes & Dates

For your calendar


Enroll

Pricing, materials, registration

CSEA is committed to helping anyone in the tax preparation industry to reach the highest possible levels of education and achievement in their careers.

That's why we have created an extensive EA Exam Preparation program for those wishing to become an Enrolled Agent (EA) - acquiring this prestigious designation can make a big impact on your professional life.

Weekly, Live, Online Classes - every Wednesday evening from 6:30pm-9:30pm Pacific Time, starting on August 2, 2023. 

August 2-16:  Representation, Practices and Procedures (Part 3)
August 30-September 27:  Individual Taxes (Part 1)
October 11-November 15: Business Taxes (Part 2)

A Powerhouse Partnership - we have partnered with Gleim to create a program that offers the best of both worlds:
o Full access to Gleim’s Premium EA Review system, which provides an online academic platform with interactive study materials, quizzes and practice exams, plus you’ll receive printed textbooks, too.
o Weekly classes will be taught by Enrolled Agent instructors to enhance the virtual study experience and bring the materials to life in the real world with experienced tax experts.

How to Become an Enrolled Agent

To become an EA, you need to pass a comprehensive three-part exam that tests your knowledge of tax law and processes. This exam, known as the Special Enrollment Exam, or SEE, covers 1) taxation of individuals, 2) taxation of businesses, and 3) representation, practice & procedures. Participants must pass each of the three parts to earn their license. The following is a comprehensive step-by-step road map to becoming an EA:

   

Obtain a Preparer Tax Identification Number (PTIN). If you already have a PTIN, make certain it is current. If you do not have a PTIN, obtain one right away. If you have a Social Security number, all you have to do is fill out a quick online application with the IRS using the IRS Tax Professional PTIN System, and pay a non-refundable fee of $35.95.
    Study for the Special Enrollment Exam (SEE). Our EA Exam Preparation classes are just what you need to prepare for, take - and more importantly - pass - the SEE! We offer a comprehensive review of the tax laws and procedures for each part, taught by experienced Enrolled Agents who work in the tax profession. 
    Schedule your SEE Exam. Administered by Prometric, exams are offered between May 1 and February 28 each year. You will need to schedule your 3 test dates, pay a fee of $203 for each part and travel to the nearest testing location. You must pass all 3 parts within 2 years.  
    Apply for EA Enrollment. After you have passed all three parts of the SEE, enroll online at pay.gov, submit Form 23, and pay the non-refundable application fee of $67. 
    Pass a Suitability Check. After you apply for enrollment, the IRS will run a check to confirm you’ve filed your tax returns and paid any outstanding taxes. They’ll also run a background check for criminal records. 
       

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Classes & Dates

Date/TimeSession Description
Wednesday, August 2
6:30 PM - 9:30 PM

Part 3, Week 1

Units 1-2
Practice Before the IRS
Tax Preparers and Penalties
Wednesday, August 9
6:30 PM - 9:30 PM

Part 3, Week 2

Units 3-5
Representation
Examination of Returns and the Appeals Process
The Collection Process
Wednesday, August 16
6:30 PM - 9:30 PM

Part 3, Week 3

Units 6-7
Tax Authority
Recordkeeping and Electronic Filing
Wednesday, August 30
6:30 PM - 9:30 PM

Part 1, Week 1

Units 1-2
Filing Requirements
Gross Income I
Wednesday, September 6
6:30 PM - 9:30 PM

Part 1, Week 2

Units 3-6
Gross Income II
Business Deductions
Above-the-line Deductions and Losses
Itemized Deductions
Wednesday, September 13
6:30 PM - 9:30 PM

Part 1, Week 3

Units 7-8
Qualified Business Income Deduction, AMT & Other Taxes
Tax Credits, Other Taxes, and Payments
Wednesday, September 20
6:30 PM - 9:30 PM

Part 1, Week 4

Units 9-11
Property Transactions: Basis and Dispositions
Related Parties, Business Property, and Installment Sales
Nonrecognition Property Transactions
Wednesday, September 27
6:30 PM - 9:30 PM

Part 1, Week 5

Units 12-14
Individual Retirement Accounts
Gift Tax
Estate Tax
Wednesday, October 11
6:30 PM - 9:30 PM

Part 2, Week 1

Units 1, 2, 4 & 8
Entity Types, Methods, and Periods
Income and Farms
Business Expenses
Credits, Losses , and Additional Taxes
Wednesday, October 18
6:30 PM - 9:30 PM

Part 2, Week 2

Units 9-11
Contributions to a Partnership
Partnership Operations
Disposition of a Partner's Interest
Wednesday, October 25
6:30 PM - 9:30 PM

Part 2, Week 3

Units 12-14
Corporations
Corporate Formation
Corporate Income, Losses, and Deductions
Wednesday, November 1
6:30 PM - 9:30 PM

Part 2, Week 4

Units 15-17
Corporate Distributions
Corporate Liquidations and Redemptions
S Corporations
Wednesday, November 8
6:30 PM - 9:30 PM

Part 2, Week 5

Units 18-19
Decedent, Estate, and Trust Income Tax Returns
Retirement Plans for Small Businesses
Wednesday, November 15
6:30 PM - 9:30 PM

Part 2, Week 6

Unit 20
Exempt Organizations Death and Taxes