Orange County Enrolled Agents

  • The Orange County Chapter of Enrolled Agents is dedicated to Excellence in tax preparation.

When I moved back to Southern California in 2003 I wanted to find a local chapter of the National As...


Banner Banner Banner Banner Banner Banner

Welcome to the Orange County Enrolled Agents Website.

Welcome to the Orange County Enrolled Agents Website. If you are a taxpayer looking for an Enrolled Agent to assist you with your taxes or need help with representation in audit or other dealings with the IRS or state tax agencies please use our EA Directory to find an Enrolled Agent near you.

If you are an Enrolled Agent but not a member of the chapter we would like to invite you to become a member and participate in our continuing education activities, meetings, and other events beneficial to your professional standing.

If you are interested in becoming an Enrolled Agent our website includes the information you need to get the process started.

CPAs and CRTPs - our events will generally provide CPE sanctioned by NASBA, the IRS and CTEC. You are cordially invited to participate in our continuing education activities.

IRS Representation Series: Nov 22

November 22, 2014, 8 AM—4PM
Collections: Tax Resolution Essentials
8 hrs. CPE, Presented By Peter Stephan, EA

Sign Up
Nov 22, Collections: Tax Resolution Essentials seminar
Price: $229.

When then tax agencies are breathing down your client's necks, don't throw up Your hands and surrender. As the director of the Tax Resolution Institute, Peter Stephan has settled hundreds of complex and hard luck cases, sometimes for just one penny on the dollar. Learn how to counsel your clients who find themselves staring down the barrel of the IRS cannon. You will be amazed at the relief and resolution possibilities shared by Mr. Stephan.

Peter Y. Stephan's early research into the IRS tax code led him to specialize in IRS practices and procedures: in particular the area of collection which led him To enter into practicing tax resolution. Peter built his firm by combining his unique blend of skills in the areas of accounting, taxation, and business consulting. In addition to practicing tax resolution, Mr. Stephan is frequently retained by fellow cpas and attorneys to perform forensic accounting and precise litigation support including expert witness services relating to various accounting, fraud and tax compliance matters. Peter is qualified by the State bar of California, California Board of Accountancy and the Internal Revenue Service to provide continuing professional education to attorneys, certified public accountants and enrolled agents in the area of tax resolution.

Materials: materials will be delivered electronically to each pre-registered participant. Plan to bring your electronic devices to Follow along in class, or print your materials and bring them with you.

Walk-ins: please bring your electronic device to download the materials. Hard copy materials will not provided. However, flash-drives with the materials will be available at an additional charge of
$20 per session.

Turn the tables on collection when you know how to fire back at the IRS.

The Orange County Enrolled Agents IRS Representation Series are comprehensive professional level seminars that deliver critical training to anyone who will be called upon to defend a tax return and the taxpayer when facing the IRS.  The series covers the audit, appeals and collections process.    
Nationally recognized speakers Alan Pinck, EA, Bryan Gates, EA, and Peter Stephan, EA will walk you through the essentials to prepare you to confidently represent your clients in audit, appeals and collection before the IRS.

    National University
    Costa Mesa Campus
    3390 Harbor Boulevard
    Costa Mesa, CA 92626-1502  map
    (714) 429-5100

Facility and other helpful information:

Facility: national university provides ample free parking. There is Wi-Fi available. Rooms have limited outlets for electronics so be sure To bring power back ups. Rooms can vary in temperature so dress accordingly. Vending machines are available for beverages.

Food: pricing does not include lunch however there are many Restaurants and fast food options in the immediate area. Coffee will be provided in the morning.


    714-546-0445 EXT 117
    Email: Dynasty53@Gmail.Com


    Email: Dmhilliard@Gmail.Com

OCEA Seminar: Affordable Care Act with Sharon Lewis, EA

Date:   December 16, 2014                                                                                                  Sign Up!
Time: 12:00 pm - 4:00 pm
Location:  Phoenix Club
1340 S. Sanderson Ave.
Anaheim, CA 92806
Speaker(s): Sharon Lewis, EA
CPE Credit(s): 4
Don't Miss this Seminar!  Sharon Lewis EA will provide an update on the ever controversial ACA.

$79 Register by Nov 30 (non-Members $89)
Members $89  Register by Dec 1 (non-Members $99)
Members $109 At the door  (non-Members $119)

2015 IRS-CSEA Practitioner Seminar-Anaheim

Date:   January 15th, 2015                                                                                    Sign Up!
Time: 800-430pm
Location:  Embassy Suites Anaheim - South
11767 Harbor Blvd.
Garden Grove, CA, 92840
Speaker(s): Various
CPE Credit(s): 7

See for more details!!!
XML ButtonWhat's This? Bookmark and Share PDF
November 2014

Dinner Meeting

Next Meeting:
December 16th

Reservations need to be
received by midnight the
Thursday before the meeting.

Meetings are held on the third
Tuesday of each month
(no meeting in April).
Sign In/Social 5:30 pm
Meeting begins 6:00 pm
Speaker 7:00 pm

Cost:  Memb   Non-Memb*
1 CPE    $40            $45
2 CPE    $50            $55
3 CPE    $60            $65

NOTE: There is an additional $5 charge if you register after the Thursday prior to the meeting

*This includes members without reservations
**Prices subject to change at any time



OCEA does not issue refunds once a registrant has registered for an event or class. However, a written request can be submitted to OCEA's treasurer by the next board meeting for consideration in the following cases: (1) Cancellation at least 72 hours in advance (2) a medical emergency prevents the registrant from attending (3)a death in the family.