How to become an Enrolled Agent

How to become an Enrolled Agent!

To become an IRS Enrolled Agent (EA), you generally follow these steps:

1) Get a PTIN

You must obtain a Preparer Tax Identification Number (PTIN) before moving forward.

2) Pass the Special Enrollment Examination (SEE)

· The SEE has 3 parts: Part 1 (Individuals), Part 2 (Businesses), Part 3 (Representation, Practices & Procedures).

· Each part has 100 multiple-choice questions and is timed at 3.5 hours.

· The exam is offered during a testing window (generally May through February), and you may take parts in any order.

· You must pass all three parts within a 3-year period to apply for enrollment.

3) Apply for enrollment (Form 23) and pay the fee

After you pass all 3 parts, submit Form 23 (Application for Enrollment to Practice Before the IRS)—usually through Pay.gov—and pay the $140 fee.

4) Pass the IRS “suitability check”

The IRS runs a tax compliance and background check (filing/payment compliance + criminal background).

5) Maintain your EA status (after you’re enrolled)

Once enrolled, you’ll need to follow Circular 230 standards and meet ongoing requirements to keep your credential active.

For more information please visit: https://www.pontiscs.org/immigration-assistant-course