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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Testimonials


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  • When I moved back to Southern California in 2003 I wanted to find a local chapter of the National Association of Enrolled Agents to join. I belonged to a chapter in Portland Oregon and had made many great friends there. I already knew the value of getting to know fellow enrolled agents and meeting once a month to share ideas and exchange tax prep challenges. I looked on the web to find a local EA chapter back in 2003 and the best local web site out there was the Orange County Chapter. I started attending the monthly meetings and before I knew it I had volunteered to help out at the Board meetings. As our tax practices have changed over the years, as we continue to add more and more electronic services for our clients and struggle to keep up with a web based world, I wanted to be associated with a group that WAS keeping up with the latest societal trends and business "best practices." I have found our chapter to be one of the best resources to keep up with all these changes. And I am so happy to have been a part of our Chapter's progress toward the electronic future.

  • Donna Miller, EA

  • I inherited my mother's tax practice in 1996 when she passed away. Three members of the OCEA attended her funeral and offered me assistance; another sent me to the SEE class to get better qualified for the road ahead informing me it was the best education of its kind. He was right. I passed the enrollment exam in the fall of 1996.The members teaching the SEE class also encouraged me to join inviting me to attend a dinner meeting. They welcomed me to my first meeting like I was family and maybe I was, because most of them had known my mother. I have missed very few meeting since then. I have met many more since that evening years ago and these members, my colleagues, my competitors have mentored me through many storms. There are not many industries where your competitors will encourage you and send you on the path to improving yourself. As a result of their encouragement and mentoring I have completed NTPI, C-Star and countless hours of education turning a small home practice into a going concern with employees. How do you put a value on this?

  • Lisa Newton, EA Resource Center