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...
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...
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...
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...
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!
3/6/2020
The deadline to introduce new bills for consideration during the 2020 legislation session was February 21...
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...
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...
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.
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.
2/12/2020
Beginning March 1, cannabis retailers may donate free medicinal cannabis to medicinal cannabis patients without payment of certain taxes.
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.
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.
2/12/2020
Tax professionals can now view due diligence videos recorded at the 2019 IRS Nationwide Tax Forums.
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.
2/12/2020
Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns, has been updated.
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.
2/12/2020
Starting in 2020, allowances are no longer included on the redesigned Form W-4 for PIT withholdings.
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.
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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
11/6/2019
Small super-busy firm needs a part-time / full-time Enrolled Agent for taxes and help with representation in Napa, CA.
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.
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.
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...
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.
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.
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.
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.
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.
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.
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.
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.
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.
9/16/2019
FTB's September 2019 Tax News helps you stay ahead of the curve on issues that affect you and your clients.
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.
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.
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.
9/16/2019
CSEA is happy to report that an EA exemption to Dynamex has been amended into AB 5!
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.
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.
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.
8/30/2019
CSEA President Joyce Cheng, EA discusses the reasons behind this decision and why Members should support both organizations going forward.
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.
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.
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.
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.
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.
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.
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.
7/23/2019
Super Seminar 2019 provided great opportunites for learning, networking and fun!
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.
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.
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.
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.
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.
6/20/2019
Selling Palm Springs area tax practice servicing 375 individual and 15 business tax returns grossing approximately $90,000/year.
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.
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.
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.
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.
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.
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.
4/9/2019
The calendar of Society events has been set for the 2019-2020 governance year.
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.
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.
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.
4/8/2019
FTB is reminding preparers and taxpayers to take steps to protect themselves from scam artists seeking to steal refunds and identities.
4/8/2019
FTB's April 2019 Tax News helps you stay ahead of the curve on issues that affect you and your clients.
4/2/2019
Changes are coming to the FTB website on July 1 that will impact our Members during this fall’s extension season.
4/2/2019
Data security is a necessity for every tax professional, and protecting taxpayer data is your legal responsibility.
4/2/2019
EDD is urging employers to carefully review EDD statements.
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.
4/2/2019
The Transcript Delivery System was updated on March 22, 2019 to correct the issues in the tax transcript masking process.
4/2/2019
The latest edition of EDD’s California Employer newsletter has information about CalSavers, 2019 CA deposit requirements, and more.
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.
4/1/2019
Starting May 13, 2019, only those with either an SSN or an ITIN may request an EIN as the “responsible party.”
3/25/2019
Certain Taxpayer Advocate Service (TAS) telephone numbers are being used in a new spoofing scam.
3/25/2019
The calendar of Society events has been set for the 2019-2020 governance year.
3/25/2019
Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns, has been updated.
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).
3/11/2019
FTB's March 2019 Tax News helps you stay ahead of the curve on issues that affect you and your clients.
3/11/2019
The Assembly Revenue & Taxation Committee has passed AB 147 to address Wayfair thresholds.
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.
3/11/2019
The IRS has issued a reminder that full-year health care coverage must be reported on 2018 tax returns.
3/11/2019
Employers directly affected by recent storms may request payroll relief from the EDD.
3/11/2019
Delinquent taxpayers may not be able to renew a current passport or obtain a new passport.
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.
2/19/2019
The IRS is requesting help from the preparer community in its campaign against “ghost preparers.”
2/19/2019
The IRS has issued safe harbor guidance for determining depreciation deductions for passenger automobiles under the TCJA.