Orange County Enrolled Agents
“When I moved back to Southern California in 2003 I wanted to find a local chapter of the National As...”
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
Nov 22, Collections: Tax Resolution Essentials seminar
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.
Costa Mesa Campus
3390 Harbor Boulevard
Costa Mesa, CA 92626-1502 map
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
DAVID HILLIARD, EA
OCEA Seminar: Affordable Care Act with Sharon Lewis, EA
Members $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)
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