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NEWS & HOT TOPICS

CSEA’s First Bill Review of the 2021 Legislative Session

3/8/2021
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

3/8/2021
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

2/19/2021
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

2/19/2021
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

2/19/2021
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.

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

2/19/2021
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.

CP59 Notices Sent Erroneously

2/19/2021
Earlier this month, IRS issued CP59 notices to approximately 260,000 taxpayers stating they hadn’t filed their 2019 federal tax return.

Electronic Filling Identification Number (EFIN) Policies and Procedures

2/19/2021
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.

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

2/12/2021
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

2/12/2021
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

2/12/2021
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.”

EA Prompts Action on Unemployment Fraud

2/5/2021
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.

CSEA Meets with Governor’s Office over Healthcare Mandate Penalties

2/5/2021
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.

Help Wanted - Income Tax Professional - San Bernardino

1/22/2021
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

12/30/2020
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

12/30/2020
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

12/29/2020
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

12/8/2020
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

11/13/2020
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

11/12/2020
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

10/30/2020
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

10/21/2020
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

10/16/2020
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

9/9/2020
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

9/8/2020
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

9/4/2020
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

8/21/2020
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

8/7/2020
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

7/31/2020
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

7/24/2020
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

7/2/2020
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

6/20/2020
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

6/19/2020
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

6/5/2020
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

5/29/2020
The Governor’s office has released guidelines for how businesses in certain counties can begin to reopen. Among the resources available...

Legislature Continues to Conduct Business Relevant to EAs

5/15/2020
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...

Supers Virtual Education Schedule Finalized!

5/15/2020
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...

Meet your 2020-2021 Officer Nominees

5/8/2020
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

5/2/2020
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

5/1/2020
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

4/24/2020
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

4/17/2020
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

4/15/2020
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

4/10/2020
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...

IR-2020-69

4/10/2020
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

4/9/2020
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?

4/3/2020
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

4/3/2020
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

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

4/2/2020
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-2020-64: IRS issues warning about Coronavirus-related scams

4/2/2020
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.

IR-2020-62: Employee Retention Credit Information

3/31/2020
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 IRS.gov page for Operations During COVID-19 is Live

3/24/2020
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

3/17/2020
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

3/16/2020
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

3/15/2020
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

3/11/2020
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

3/6/2020
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

3/6/2020
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?

2/14/2020
EAs have been trying to make sense of the many confusing circumstances that Dyanmex and AB 5 have created for California taxpayers...

Individual Health Mandate Penalty Estimator

2/12/2020
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.

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

2/12/2020
Starting in 2020, allowances are no longer included on the redesigned Form W-4 for PIT withholdings.

Tax Planning Guides and Refund Information Publications

2/12/2020
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

2/12/2020
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

2/12/2020
Preparers who are paid to complete returns claiming the Earned Income Tax Credit (EITC) and certain other credits must meet due diligence requirements.

Due Diligence Videos

2/12/2020
Tax professionals can now view due diligence videos recorded at the 2019 IRS Nationwide Tax Forums.

One-Stop-Shop for Identity Theft Protection

2/12/2020
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.

Bylaws Changes Approved by Membership

2/12/2020
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.

Revised Handbook for E-File Providers

2/12/2020
Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns, has been updated.

Mary Philippsen, EA Talks Taxes on FOX40

2/12/2020
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

2/12/2020
Beginning March 1, cannabis retailers may donate free medicinal cannabis to medicinal cannabis patients without payment of certain taxes.

Reporting Phishing and Online Scams

2/12/2020
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

2/7/2020
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

2/5/2020
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

1/29/2020
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

12/20/2019
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

12/10/2019
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

12/3/2019
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

11/19/2019
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

11/18/2019
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

11/13/2019
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

11/13/2019
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

11/6/2019
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

10/24/2019
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

10/14/2019
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

10/10/2019
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

10/4/2019
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

10/4/2019
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 - Placerville Area

9/25/2019
Looking to partner with an experienced EA in the Placerville area. Ideal candidate specializes in business tax returns and understands financial statements.

New Data Security Checkbox on PTIN Renewal

9/25/2019
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.

CSEA Earns Huge Legislative Victory

9/16/2019
CSEA is happy to report that an EA exemption to Dynamex has been amended into AB 5!

New Online Tax Guide for Local and District Taxes

9/16/2019
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.

Marketplace Facilitator Act Update

9/16/2019
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

9/16/2019
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.

FTB September 2019 Tax News

9/16/2019
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

9/16/2019
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.

Temporary Exclusion from the Passport Certification Program for TAS Cases

9/16/2019
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.

Always on Watch - Final Suspense File Bills

9/16/2019
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.

California’s Individual Health Care Mandate

9/16/2019
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.

Final and Proposed Regulations on New 100 Percent Depreciation

9/16/2019
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.

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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.

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