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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The Orange County of Enrolled Agents is a subsidiary chapter of the California Society of Enrolled Agents and affiliated with the National Association of Enrolled Agents.

The chapter has dinner meetings on the 3rd Tuesday of each month* that include 1-2 hour(s) of CPE on a variety of subjects.

We have three basic categories of membership:

ENROLLED AGENT MEMBERS – Members are California Enrolled Agents who have an active enrollment card, pay dues, and file continuing professional education (CPE) reports as required. Member benefits, include discounts on educational offerings and other products and services, are available to all members, affiliates, and associates, although only embers can vote or hold elective office in the society. Member Application Download

PROVISIONAL ASSOCIATES – Professional associates are individuals who have passed the Special Enrollment Examination but have not yet been issued their enrollment card (an in-depth personal background check is done before the card is issued; until the card is issued, the designation “Enrolled Agent” cannot be used). When their card is issued, they are “turned over” to regular member status. Provisional Associate Application Download

PROFESSIONAL AFFILIATES - Professional affiliates are CPAs or attorneys in California who choose to be affiliated with our society to take advantage of the discounts and services. Affiliates and associates pay dues and attest to CPE required hours on an annual basis to CSEA. Professional Affiliate Application Download

Have additional questions? Please contact Hugh Cunningham hugh@prudentialcaliforniareality.com .
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