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.

Dinner Meeting July: The New IRS Tangible Property Regulations: You may be running out of time!

Date:   July 15, 2014                                                                                                  Sign Up!
Time: 530-800pm
Location:  Phoenix Club
1340 S. Sanderson Ave.
Anaheim, CA 92806
Speaker(s): George Selekman
CPE Credit(s): 1
                                                                                                                            Are you current with the changes involving the final tangible property regulation which affects businesses and that drives additional analysis?  Are you familiar with the new rules regarding expense vs capitalization?  Do you know the "use or lose it" ramifications associated with partial disposition?  Don't miss the opportunity to hear the latest updates so that you can properly advise your clients from George P. Selekman, Senior Business Executive with  Cost Segregation Services Inc. 

Gain insight into the final Tangible Property Regulation and new rules
Explore the changes for expense vs capitalization and the BAR test
Identify what should be in place for compliance for Tax Season 2014
Learn about partial disposition and asset valuation methods
Review Cost Segregation protocols and process
Review Tangible Property Regulation Resources
Learn about how to analyze and process client requirements    

Subjects will include:
Retroactive catch-ups and tax savings Capitalization policy
De minimis safe harbor elections
Partial disposition methods
Completing Form 3115s
BAR Test – Betterment, Adaptation and Restoration test for capitalization vs expense
Take Action Lists
CSSI Implementation Process for EAs

OCEA Seminar: IRS Special Enrollment Exam Course

Dates:   See Below                                                                              Sign Up!
Time: 830am-430pm
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 1: Individual Taxation Fri, July 25 and Sat, July 26
Part 2: Partnerships, C Corporations, S Corporations, Fiduciaries and other topics Tues, August 26, Weds, August 27 and Thurs, August 28
Part 3: Practice before the IRS, Power of Attorney, Ethics and other topics Sat, October 18

Course Fees:
Early Registration: May 31, 2014 - $749 for all three parts
First Registration Deadline: July 1, 2014 - $799 for all three parts
Final Registration Deadline: July 15, 2014 - $899 for all three parts Prices include all classroom materials.

Last date to register online is July 15th. After that, contact Ms. Joyce Cheng, EA at 714.546.0445 to register.
Registration for taking Parts 1, 2 or 3 separately are available - contact Ms. Joyce Cheng, EA at 714.546.0445 for pricing.
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Issue 1, July 2014

Dinner Meeting

Next Meeting:
July 15th

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 5:30pm
Meeting begins 6:00pm
Speaker 7:00pm

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.