How to Train to Be an Enrolled Agent

An authorized tax practitioner, such as an accountant or lawyer, may apply to become an enrolled agent. Qualifying as an enrolled agent means being licensed by the federal government to represent taxpayers in their dealings with the Internal Revenue Service (IRS).



Practitioners can become an enrolled agent in two ways. The first is to work for the IRS in interpreting and applying tax regulations and codes for at least five years; the second is to pass a comprehensive exam. Candidates also must pass a rigorous background check. The IRS requires that enrolled agents stay current with tax laws, so continuing professional education is mandatory.

Instructions

    • 1

      Assess your background qualifications. Do you have a strong background in tax rules and regulations? The more qualifications you have -- both degrees and IRS experience -- the more likely your clients will be to trust you.

    • 2

      Study for the Special Enrollment Exam. Contact the National Association of Enrolled Agents (see Resources) about online courses, books, preparation tests and CDs that are available to help you prepare for the exam. It is rigorous and comprehensive, so you have to know your materials.

    • 3

      Plan your study schedule if you want to take classes. The program has five sections, and it is recommended that you take only what you need in each area. Some parts involve eight-week courses, others are six weeks.

    • 4

      Check the fees for taking the Special Enrollment Exam. Prices vary for National Association of Enrolled Agents members and non-members. Scholarships are available.

    • 5

      Review the requirements of the professional associations. Enrolled agents are bound by the Code of Ethics and Rules of Professional Conduct of the National Association of Enrolled Agents and the provisions of the Department of the Treasury's Circular 230.

Learnify Hub © www.0685.com All Rights Reserved