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...


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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.

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.

Register thru Nov 30:  Members $79  (non-Members $89)
Register thru Dec 11: Members $89   (non-Members $99)
Register thru Dec 16 or at the door: Members $109  (non-Members $119)

OCEA Dinner Meeting: The Affordable Care - Act II

Date:   December 16, 2014                                                                                                  Sign Up!
Time: 5:30 pm - 8:00 pm
Location:  Phoenix Club
1340 S. Sanderson Ave.
Anaheim, CA 92806
Speaker(s): Sharon Lewis, EA
CPE Credit(s): 1

$40 Register by Dec 11 (non-Members $45)
Members $45  Register by Dec 15 (non-Members $50)
Members $45 At the door  (non-Members $50)

5:30 PM Social Hour
6:00 PM Dinner
7:00 PM CPE Program

The afternoon seminar presented by Sharon Lewis will cover the Affordable Care Act and its complex issues and forms and the difficulties anticipated by taxpayers and tax preparer/professionals.  The presentation for the dinner meeting will enhance the afternoon session and will address the implementation and credits available for states that have state healthcare exchanges and those that don’t.  This very controversial issue is the subject of a case that has been granted a writ of certiorari by the U.S. Supreme Court.  At the heart of the case going to the Supreme Court, King v. Burwell, is the issue of federal subsidies to individuals in states that opted not to establish insurance exchanges.

Under the Affordable Care Act, states have the option to set up statewide insurance exchanges. In states where there are no state insurance exchanges, the individuals of those states may sign up on the federal insurance exchange.  The pivotal issue is whether or not the individuals in states that do not have state insurance exchanges are eligible for the federal subsidies.

Regardless of which side of the fence you sit on, the ACA is one of those gifts that keep on giving.  There are certain to be more challenges and changes as the politicians gnaw on this particular legislation.  Stay tuned, stay informed, and attend the afternoon and evening presentations!  Don’t forget this is our Holiday Dinner Meeting and there will be drawings for gift baskets after the dinner presentation!

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!!!
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December 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.