Tax & Enrolled Agent Continuing Education IRS-Approved CPE

No one wants to stress over their EA Continuing Education requirements. Our team of experts reviewed every major continuing education course provider offering CE courses. Based on our research, we have selected 8 best platforms offering Enrolled Agent CE courses. If you are not currently an Oregon Licensed Tax Return Preparer please click here for additional information.

Our Preferred Provider: Becker Continuing Professional Education

But regardless of this consideration, every EA must complete two hours of ethics CE for every year (or partial year) enrolled. CCH CPELink offers both live webinars and self-study courses to Enrolled Agents. With their ethics courses, you can satisfy all your continuing professional education requirements and earn ethics CE credits. The acronym CPE stands for “continuing professional education.” Additionally, CPE is known as CE for “continuing education.” The terms are interchangeable.

How does a preparer know that they are taking CE from an IRS-approved provider? (reviewed 7/29/

As mentioned, your EA CPE courses must address federal taxation. Plus, the National Association of Enrolled Agents (NAEA) specifies that the aim of these courses must be to enhance your proficiency in federal taxation or federal tax-related matters. Therefore, these courses can include accounting courses, ethics courses, and tax preparation software. Also, you can earn two credit hours for the time you spend preparing for each hour as an instructor, discussion leader, or speaker.

Are Enrolled Agents required to stay updated on tax laws?

Specifically, you can count six instructor hours toward your total each year. Please allow for up to seven days before the IRS receives your CE hours. Programs/courses must be completed by midnight local time of the student on December 31 to count for credit in the current calendar year. Any programs you’ve taken from an IRS-approved CE Provider will be reported to the IRS by the Provider.

Enrolled agent continuing education FAQs

In addition, you can retrieve a pdf copy of your certificate from our website. Have recommended your company to others and will tell others who may need certain credits that your company is the perfect website to get it. The course was extremely valuable in enrolled agent ce what it provided in both education content and CPE.

Ethics, tax update, and numerous other tax topics are available. Many Enrolled Agents also earn the AFSP Record of Completion each year to provide an additional level of professionalism to their tax practice. Surgent provides comprehensive AFSP packages that help you meet all of the continuing education requirements each year.Not an Enrolled Agent yet, but want to become one? Our course features unique adaptive learning technology that will help you target your studying on what you don’t know.

• However, we do understand that a preparer may have a reason to take a program again if they feel they need a refresher on the subject matter.
• When it comes to the best enrolled agent CPE, we recommend CPE learning by Becker.
• If you are unable to fulfill the minimum IRS EA CPE requirements for an enrollment cycle due to extenuating circumstances, you may be able to request a waiver of the requirements.
• Therefore, new EAs must refer to the IRS’s renewal cycle and CPE credit charts to know when your enrollment cycle ends and how many CPE hours you must acquire before the end of your cycle.
• The IRS dictates that you need 72 hours of enrolled agent continuing education courses per three-year renewal cycle.

What started as an online insurance continuing education company has now become a powerful suite of education experiences offering a variety of products for multiple industries. We are so much more than CE courses and strive to make completing your requirements simple. With our unique platform you can earn a license, get professional development for career growth, and even complete one course earning you credits for multiple licenses.

• Enrolled agents are the highest level of credentialed tax professionals and provide their clients with the confidence that their finances will be protected.
• IRS Tax Ethics courses do not qualify for CPA ethics credit, as they do not cover accounting topics.
• Yes, EAs complete continuing education to ensure their knowledge remains current.
• This listing is not complete and does not necessarily reflect all of your options.
• I am the author of How to Pass The CPA Exam (published by Wiley) and the publisher of this and several accounting professional exam prep sites.

Enrolled Agent Renewal Cycle 2023-2026

If you miss one renewal cycle, the IRS will place your enrollment inactive. According to the conditions of this status, you will be ineligible to practice before the IRS, and you cannot state or imply that you are eligible to represent taxpayers. Furthermore, you cannot use the term “enrolled agent” or the EA designation. However, so long as you have proof of your CPE, you can still submit a late renewal for approval during that renewal cycle.

You must complete at least 16 hours each calendar year, and two of those hours must be in ethics CPE for enrolled agents. However, the only complication comes in your first enrollment cycle, when your CPE hours are essentially pro-rated based on how much time is left in the cycle. To ensure that the enrolled agent CPE courses you are taking will satisfy the IRS CPE requirements, you must check the public listing of IRS-approved continuing education providers.