Orange County Enrolled Agents

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

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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: IRS Special Enrollment Exam Course Part 3:
Practice before the IRS, Power of Attorney, Ethics and other topics



Dates:   Sat, October 18, 2014                                                                             
Time: 8:30 am - 4:30 pm
Location:  National University-Costa Mesa Campus
3390 Harbor Blvd.
Costa Mesa, CA 92626
Speaker(s): Lisa Ihm, EA








The Orange County Chapter of the California Society of Enrolled Agents is offering a review class to prepare YOU for the IRS Special Enrollment Exam.

Please note, this is a fast paced review course and it is highly recommended that attendees have some experience in preparing both individual and business tax income tax returns.

Part 3: Practice before the IRS, Power of Attorney, Ethics and other topics Sat, October 18

Contact Ms. Joyce Cheng, EA at 714.546.0445
for pricing and registration.


IRS Representation Series: Nov 1, 15 & 22


This registration is to attend all three seminars in the IRS Representation Series on the three separate days listed below.
To register for these seminars individually please download this Registration Form

Sign Up!

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.

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


Nov 1, 2014, 8 AM—4PM

Audit from Open to Close

8 hrs. CPE, Presented By Alan Pinck EA

This all day class will take the attendee through the audit process from beginning to end. You will discuss the different types of audits to how to deal with the taxpayer and auditor.

Learn how to interview the taxpayer and how to organize the information to get the best possible results for your client. Spend the afternoon working on actual cases from the beginning to the report. As a group you will learn to review the tax return, interview the taxpayer, deal with the auditor, and determine when to consider appeals and how to close the case.

Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay area. He has built a practice specializing in individual and  small business tax preparation and audit representation. He is currently chair of the NAEA Education Committee, a speaker at the NTPI events, CSEA Super Seminar, Oregon Society and California Society annual meetings, as well as numerous other Presentations for tax groups and small business associations.

Having represented thousands of tax returns in audit, Alan has obtained tremendous insight into the audit process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!

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.

It's not just about the return. Learn to deal with the taxpayer and the auditor to get the best result for your client!


Nov 15, 2014, 8 AM—4 PM

IRS Appeals: Resolving Tax Disputes
Without Litigation

8 hrs. CPE, Presented By Bryan Gates, EA

The objective of this program is to acquaint participants with key practice and procedure techniques necessary to represent a taxpayer competently before the IRS Appeals function. The program will expose new taxpayer representatives to all basic Facets of Appeals practice and will update, reinforce, and provide new information to taxpayer representatives with some appeals practice experience. The program Will include coverage of Appeals jurisdiction, requests for appeals consideration and protests, the concept of litigation hazards, the importance of effective conferences, settlement negotiation techniques, and more.

Bryan Gates, EA practices as a taxpayer representative and IRS practice consultant. In addition, he and his wife, Jean Gates, EA are the developers of the American Academy of Tax Practice which is an annual conference for practitioners in advanced Areas of IRS practice and procedure and taxpayer representation held each year in Annapolis, MD in July and in Las Vegas, NV in September. Under the Academy auspices, Bryan and Jean produce the Ultimate IRS Communicator - a set of pattern letters that enhance practitioners' capabilities when dealing with the IRS. Bryan Writes for national publications and teaches tax law and procedure courses for various professional organizations.

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.

Give and take but learn how the tip the scales in your client's favor!


November 22, 2014, 8 AM—4PM

Collections: Tax Resolution Essentials
8 hrs. CPE, Presented By Peter Stephan, EA

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.


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.


FOR ADDITIONAL INFORMATION CONTACT:

    JOYCE CHENG, EA
    714-546-0445 EXT 117
    Email: Dynasty53@Gmail.Com

    OR

    DAVID HILLIARD, EA
    714-609-1486
    Email: Dmhilliard@Gmail.Com


OCEA Seminar: ACE’ing Schedules A, C, and E



Date:   October 21, 2014                                                                                                  Sign Up!
Time: 1200-400pm
Location:  Phoenix Club
1340 S. Sanderson Ave.
Anaheim, CA 92806
Speaker(s): Torie Charvez, E.A.
CPE Credit(s): 4
Members: $100 until Oct. 16th $110 until Oct. 20th $115 at the door Non-members: $110 up until Oct. 16th $120 up until Oct. 20th $125 at the door

OCEA Dinner: Ethics



Date:   October 21, 2014                                                                                                  Sign Up!
Time: 530-900pm
Location:  Phoenix Club
1340 S. Sanderson Ave.
Anaheim, CA 92806
Speaker(s): Joyce Cheng, EA
CPE Credit(s): 2

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 http://www.socal-taxpro-seminars.com for more details!!!
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NEWSLETTER
October 2014
NEWSLETTER


Dinner Meeting

Next Meeting:
October 21st

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

Details:
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

 

CANCELLATION POLICY

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.