JOIN THE GOLDEN GATE SOCIETY OF ENROLLED AGENTS!

GGSEA is a professional organization of Enrolled Agents in California, affiliated with the California Society of Enrolled Agents (CSEA) & the National Association of Enrolled Agents (NAEA).

Simply JOIN CSEA and your membership to GGSEA will be included! It is like having two organizations for the price of one!

Start CONNECTING with Tax Experts not just here in the Bay Area but throughout California! It is handy to know an expert in a specific field of taxation. No two tax situations are the same; being connected to a network of Enrolled Agents is a great way of getting specific questions answered quickly and reliably. You can even attend GGSEA tEAm Meetings or GGSEA Monthly Society meetings (which includes an education CPE).

BE THE EXPERT you’re meant to be! Nothing beats the feeling of having the Tax knowledge to show your Tax Client that you’re the right person for the job. As Tax Experts of the United State, we need to be armed with up to date information in the field of taxation and best way to get all the information is by taking Continuing Education courses, representation workshops, Monthly CPE and Annual Super Seminars with GGSEA and CSEA.

Join CSEA & GGSEA or EMAIL US

NEWS & HOT TOPICS

Know the Signs of a Data Breach

9/16/2019
To protect your clients and your tax practice, learn the tell-tale signs that your office may have experienced a data theft.

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.

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.

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.

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.

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.

New Procedures for Certain Expatriates to Come into Tax Compliance

9/16/2019
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.

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.

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.

Help Wanted - Enrolled Agent or CPA - Gilroy

9/5/2019
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.

CSEA - NAEA Affiliation Status

8/30/2019
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

8/27/2019
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

8/22/2019
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

8/19/2019
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 juliet@jagtax.com.

Help Wanted - Enrolled Agent - Irvine

8/16/2019
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 - San Diego

8/12/2019
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 - Enrolled Agent or CPA - Gilroy

8/12/2019
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 - Two Tax Professionals - Sacramento

8/5/2019
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

7/23/2019
Super Seminar 2019 provided great opportunites for learning, networking and fun!

Help Wanted - CPA or EA - Goleta

7/17/2019
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

7/15/2019
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

7/12/2019
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

7/8/2019
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

7/1/2019
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

6/20/2019
Selling Palm Springs area tax practice servicing 375 individual and 15 business tax returns grossing approximately $90,000/year.

Help Wanted - Sales Associate

6/20/2019
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

6/10/2019
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 dwaine@koitax.com.

Help Wanted - Enrolled Agent - Tracy

6/4/2019
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

6/3/2019
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

5/29/2019
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

5/21/2019
San Diego Tax & Accounting office is looking for a skilled Full Charge Bookkeeper. Proficient in QuickBooks, AME, Word, Outlook and Lacerte. Submit resume to Lisa@LindgrenFS.com. Include references and short introductory paragraph.

CSEA Upcoming Events

4/9/2019
The calendar of Society events has been set for the 2019-2020 governance year.

Legislative Fix for Qualified Improvement Property

4/8/2019
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

4/8/2019
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

4/8/2019
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

4/8/2019
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

4/8/2019
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

4/2/2019
Changes are coming to the FTB website on July 1 that will impact our Members during this fall’s extension season.

You Need a Plan to Protect Taxpayer Data

4/2/2019
Data security is a necessity for every tax professional, and protecting taxpayer data is your legal responsibility.

EDD Combats Identity Theft

4/2/2019
EDD is urging employers to carefully review EDD statements.

Phase Out of Credit for Plug-in Electric Drive Motor Vehicles

4/2/2019
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

4/2/2019
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

4/2/2019
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)

4/1/2019
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

4/1/2019
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

3/25/2019
Certain Taxpayer Advocate Service (TAS) telephone numbers are being used in a new spoofing scam.

Revised Handbook for E-File Providers

3/25/2019
Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns, has been updated.

Upcoming CSEA Events

3/25/2019
The calendar of Society events has been set for the 2019-2020 governance year.

EDD Payroll Tax Relief for Multiple Counties

3/11/2019
Employers directly affected by recent storms may request payroll relief from the EDD.

Updated 2019 Bill List

3/11/2019
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

3/11/2019
FTB's March 2019 Tax News helps you stay ahead of the curve on issues that affect you and your clients.

Wayfair Update

3/11/2019
The Assembly Revenue & Taxation Committee has passed AB 147 to address Wayfair thresholds.

Court Upholds IRS Authority to Charge PTIN Fees

3/11/2019
A federal appeals court has upheld the IRS’s authority to charge a fee for tax preparers obtaining and renewing a PTIN.

2018 Health Care Reporting Requirement

3/11/2019
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

3/11/2019
Delinquent taxpayers may not be able to renew a current passport or obtain a new passport.

IRS Seeks Help with Ghost Preparers

2/19/2019
The IRS is requesting help from the preparer community in its campaign against “ghost preparers.”

EA Renewal Processing Extended

2/19/2019
The processing of renewals for Enrolled Agents whose enrollment expires March 31, 2019 is delayed. The IRS is automatically extending their enrollment card expiration.

Promoting EAs at Tax Time

2/19/2019
CSEA President Cynthia Leachmoore, EA was featured in a San Francisco Chronicle article, "Early tax filing statistics confirm fears about refunds."

CSEA’s First 2019 Bill List

2/19/2019
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.

Returns Per PTIN Expands to All PTIN Holders

2/19/2019
Beginning the week of February 25, 2019, the IRS is expanding the availability of “Returns Per PTIN” to all PTIN holders.

Depreciation Safe Harbor for Passenger Autos

2/19/2019
The IRS has issued safe harbor guidance for determining depreciation deductions for passenger automobiles under the TCJA.

The Most Serious IRS Problems Facing Taxpayers

2/19/2019
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

2/19/2019
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

2/19/2019
Tax professionals calling about a client’s account should be prepared to verify their identities.

199A Final Regulations

2/11/2019
The Treasury Department and the IRS have released the corrected draft final regulations under section 199A on the new qualified business income (QBI) deduction.

IRS Transcript Fax Service Extended

2/11/2019
The IRS has extended its transcript faxing service beyond the planned February 4 end date.

FTB Releases Taxpayers' Bill of Rights Response Letter

2/11/2019
FTB released its annual responses to CSEA’s formal letter and Taxpayers’ Bill of Rights Hearing testimony.

Practice Management Thoughts, Part Three - The Mature Practice

2/7/2019
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

1/28/2019
The FTB is now accepting 2018 state tax returns.

EDD Employment Status Tutorial

1/28/2019
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

1/28/2019
President Trump has agreed to reopen the federal government for three weeks, through February 15,

New Year's Resolutions

1/26/2019
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

1/22/2019
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

1/22/2019
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

1/22/2019
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

1/22/2019
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 2019

1/8/2019
January 26, 2019 is Tax Help Day, when 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

1/8/2019
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 Karen@KHahnCPA.com.

New Legislation Prompts CTEC Changes in 2019

12/26/2018
Recent legislation extends the California Tax Education Council (CTEC) program until January 1, 2023, and impacts CTEC Registered Tax Preparers.

Annual Adequate Disclosure Revenue Procedure

12/26/2018
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.

Palm Springs Area Practice for Sale

12/26/2018
Selling Palm Springs area tax practice servicing approximately 375 individual and 15 business tax returns, grossing approximately $90,000/year. Asking $110,000 with terms. Contact lewdasilva@aol.com.

Beware of Fake Payroll Direct Deposit and Wire Transfer Emails

12/26/2018
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.

Tips to Reduce CAF Number Errors and Protect Data from Cyberthieves

12/26/2018
The IRS has outlined common errors that delay processing of Centralized Authorization File (CAF) numbers, and steps tax pros should take to help protect their CAF numbers.

Tax Transcript Faxing Service to End

12/26/2018
The IRS will end its tax transcript faxing service as of February 4, 2019, and offer a more secure alternative to taxpayers and tax professionals.

EDD Noncompliance Penalties Reminder

12/26/2018
Beginning January 1, 2019, noncompliance penalties will be charged on certain forms and payments submitted by paper.

Gains on Involuntary Conversions

12/21/2018
Like me, you may have clients, friends or family who suffered total or partial destruction to their property from the 2017 and 2018 fires in Northern and Southern California. We reach out to them on many levels. Certainly, it all starts on a personal

Tax/Bookkeeping Practice Wanted

12/17/2018
Established Carlsbad Enrolled Agent seeks to purchase North County San Diego practice/client list to augment own practice. Seeking Business, Individual, Trust, Payroll clients – $25k-$100k. Email Maureen@mteataxaccounting.com or call 760-828-7931.

Practice Management Thoughts, Part Two - Growing Your Practice

12/7/2018
As you make progress with the management of your practice, you may find it advantageous to purchase another practice. Let James Southward, EA and Elizabeth Huff, EA help you with this important task.

TCJA Expands Preparer Due Diligence Requirements

12/3/2018
The IRS has issued final regulations expanding paid preparer due diligence requirements to head of household filers. The additional requirement will apply starting with 2018 returns prepared on or after November 7, 2018.

Help Wanted - EA or CTEC Preparer

11/26/2018
Tax Office in Temecula, CA is looking for a seasonal F/T experienced tax preparer. EA or CTEC registered. Candidate must live locally, be flexible and able to work long hours. Bilingual preferred. Please send resume to Jchtaxgroup1@yahoo.com.

Position Wanted

11/9/2018
Enrolled Agent seeking part-time work for 2019 tax season; ideally in the Clairemont or Mission Valley area of San Diego. Please contact Lisa Krenzer at 858-405-4668 or lkrenzer@yahoo.com.

Practice for Sale

11/8/2018
Tired of California? Buy this tax and accounting office on the beautiful Kenai Peninsula, Alaska. Established 20 year business. Please call 907-399-7180 or email nrmngreene@yahoo.com.

CDTFA Planning to Move Ahead with Wayfair Implementation

11/6/2018
In an informational meeting held last Wednesday, October 24, CDTFA made clear its plan to move forward with the implementation of the Wayfair v. South Dakota Supreme Court decision without input from the California Legislature.

Help Wanted - Licensed Tax Preparer

11/6/2018
Seeking a qualified person to fill a part-time or full-time position during tax season in a tax preparation office in Richmond, CA. Preference for CPAs, EAs or other licensed preparers. Send cover letter and email to corcap1@pacbell.net.

EA License Renewal Period Now Open

11/6/2018
Enrolled Agents with SSNs ending in 0, 1, 2 or 3 should renew their EA licenses by January 31, 2019 to ensure processing before the current enrollment cards expire on March 31, 2019.

FTB November 2018 Tax News

11/6/2018
FTB's monthly Tax News helps you stay up-to-date on important issues that affect your tax practice.

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.

Find an EA OR CALL 1-800-TAXPRO5

GGSEA NEWS

WINNER! Norman Golden, EA - "EA of the Year"

At the recent California Society of Enrolled Agents Grand Banquet awards and installation dinner, GGSEA member, Norman Golden, EA, was named "EA of the Year"!
Norman is a Past President of GGSEA, Past President of CSEA, and this is his SECOND time winning "EA of the Year"!
Congrats Norm!

MONTHLY MEETINGS

Golden Gate’s monthly membership dinner meetings are generally held on the third Thursday of the month. No member meeting is held in April due to tax season deadlines.

Registration/Hospitality generally begins at 6:00 PM.
Dinner Service at 6:45 and the Education Program at 7:30,
Timing of individual meetings, however, may differ slightly due to increased CE hours or additional agenda items such as membership voting.

Click  button below to register for the next meeting.
Be sure to register early to avoid a late charge.

Upcoming Events  or EMAIL US