The PTIN renewal is not free for 2021 tax year. Renewing by December 2020, you have to pay $35.95 ($21 renewal of application fee and $14.95 for third party contractor fee for processing) This happened in July this year. You would think because of covid and loss of income for so many, this would’ve been waved this year.
Im a real state agent, working for HRBlock seasonal for past 5years; also i have full time job at a local credit union in lending department, my next step is to become EA and this layout of things that needed to become an ER are perfect summary for myself of what do do next in my professional journey Also im coming from education back ground too Thanks for the video
We are ecstatic to have you join our student community, Waquanda! Let us know if you need anything, and best of luck to you! - Alexandria Johnson, Crysta's Customer Success Manager
Hi Crysta, thanks for this video (and other videos!). I’m very new to tax in general. Yesterday I signed up for an in person class at a local office (popular chain) for the CTEC; this might be a dumb question but is it required prior to becoming an EA? (California) If not, would you recommend just putting more time into studying for the SEE instead? And would you suggest working with an office before going out on your own?
Hey Tanmay! The suitability check places focus on tax compliance, tax liabilities; and criminal background, but you can reach out to the Office of Enrollment for specific questions: 855-472-5540 (Hours of operation are 6:30 a.m. - 5:00 p.m. CT).
Should I become a AFSP preparer before I enroll in E.A course? So I can get the basic knowledge on how to prepare taxes before I enroll in a more in depth longer course?
Hey there, Rhonda! Kindly note that many of our students come from a background of zero tax or bookkeeping knowledge. If this sounds like you, we recommend our 1040 Tax Preparation Mastery course to learn how to prepare individual taxes. You can find it here: certifyible.com/course/1040-tax-preparation-mastery/110 You can buy the course outright- or join our subscription membership to gain access to this course and more Our 97/month tier gives you access to ALL of our courses and live trainings. You can view the membership levels here: certifyible.com/membership-program Kindly note that this course is available with every level. We hope this helps! - Alexandria Johnson, Crysta's Customer Success Manager
Hello Naveen! Generally scores carry over for two years. To provide candidates flexibility in testing because of the global pandemic, the two-year period has been extended to three years. Kindly check out this link for more information and other answers to questions you may have: bit.ly/3CfY5B3 - Alexandria Johnson, Crysta's Customer Success Manager
Hi Crysta can one take the ERA and get a PTIN if they only have a TIN have never filed taxes but have completed certification as a tax preparer and had a spouse who filed but back in 2008?
Hi Crysta I hope your doing ok. What is the website you talked about a few weeks ago which offer the course for EA and other bookkeeping and tax courses?
Do you have to have a course certification to get a PTIN? And does getting your certification require you to have a certain amount of hours of experience? Because it seems like I can't be certified without experience, but I can't have experience without being certified.
I have watched a ton of videos on EA/tax preparers however no one talks about what things you cant have on your records that will prevent a person from getting approved as an EA or maybe it doesn't matter? Let's say you have been arrested at some point in your life or you are on a tax payment plan please advise.
Hello there! Here are some answers directly from the IRS website: www.irs.gov/tax-professionals/enrolled-agents/enrolled-agents-frequently-asked-questions Question: What types of criminal convictions would negatively impact consideration of an application for enrollment? Answer: In general, any criminal offense resulting in a felony conviction under federal tax laws or a felony conviction related to dishonesty or a breach of trust, that is less than ten years old. Question: What types of tax issues could negatively impact consideration of an application for enrollment? Answer: In general, any overdue tax return that has not been filed or any unpaid taxes unless acceptable payment arrangements have been established. Kindly refer to Circular 230 for complete guidelines on who can become an EA. We hope this helps! - Alexandria Johnson, Crysta's Customer Success Manager
You mention that you used the study material from passkey. They create new material each year, do the laws change so dramatically that if I study the 2022 version, I would not do well taking the test(s) in 2023?
The law is updated every year so you want to be sure to use the current version for the current testing cycle. The testing cycle May 1, 2022-Feb 28, 2023 will be testing on 2021 tax law.
Great video! I’m looking to becoming a EA, currently I work as a Sr Tax Specialist at H&R Block, and I’m looking to becoming an EA for more opportunities within Block.
Hi Edwin! It's great to hear that you are interested on becoming an EA. If you need supplemental materials and support, you may want to check out the Certifyible EA Course. Check this link: www.certifyible.com/home/becoming_an_enrolled_agent 😀
Can you mention the other courses that some of your students found successful in helping them pass the EA exam? Should we take all parts the same day or spread them out?
Hi Nina! This is Crysta's Social Media Manager. You may check out the Certifyible Enrolled Agent Course. It comes with course, books and weekly calls. Click here for more information: www.certifyible.com/home/becoming_an_enrolled_agent Let me know if you have any questions! - Rose Elaine
Hi Antonio, are you interested in tax resolution? If so, becoming an EA is a great option. It's also the best way to demonstrate your knowledge of tax law and your ability to assist clientele with more complex tax scenarios. Most definitely a value add!
Thanks so much for all information you are giving out here. But I have a question about EA license process with IRS. Can you tell me how long it usually takes until actually receiving the license upon passing all 3 parts of exam?
Hi Jaylen! This is Crysta's social media manager. May I please know what kind mentorship training you're looking for? 🙂 Crysta currently has the Tax and Accounting 6 Figure Accelerator Program as well as 1-1 Coaching Program. Please let me know which from the two you're interested in, so I can send you more details. Thank you! -Rose Elaine Lim
@@crystatyusea I'm not sure myself lol I do want to grow my business to outsource by next year. I have my ptin and do taxes now and not just regular kind. I do dividends K-1s etc... and will look to become certified as a enrolled agent later
@@jaylenlenear3944 Great! Let us know how we can be of help :) You may want to check out the Certifyible EA Courses: www.certifyible.com/home/becoming_an_enrolled_agent
Hi Maritsa! As long as you can obtain an Individual Taxpayer Identification Number (ITIN) you should be good to go. You can prepare taxes as long as you obtain a ptin here: www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers You will be able to become an enrolled agent here: www.irs.gov/tax-professionals/enrolled-agents/applying-for-enrollment-to-practice-before-the-irs
Hello Farrukh, each exam will need to be scheduled separately and they last about 3.5 - 4 hours each. Kindly note that you normally have up to 2 years to take all three exams and keep your scores. Currently, you have 3 years due to the pandemic. We hope this helps! - Alexandria Johnson, Crysta's Customer Success Manager
Hey Jamadandi, experience in the accounting or financial industry may help an EA candidate grasp concepts more quickly. Ultimately, the SEE exam is used to demonstrate proficiency in understanding tax law
Hello Bitu, Be sure to check out our Enrolled Agent University courses for more study material for the EA exams. You can find the courses here: certifyible.com/becoming-an-enrolled-agent We offer a monthly subscription membership. For the $97/month tier, you can unlock access to ALL of our courses and live trainings. You can sign up for the membership here: certifyible.com/membership-program We hope that helps! Kind regards, Alexandria Johnson Crysta's Customer Success Manager
@Crysta, do you need a company business name to apply for the PTIN? I am in the process and it asked for a business name so I wasn't sure. any help ? I am still taking the 60 hour course for certified tax preparer and hope to be done soon. any suggestions ? Thank you so much for sharing your journey!!! that is my next step to become an EA. However I just recently learned about it and I really need to start working so I figured I can learn as I go and maybe through out this year study for the EA agent license.
Hi Lennys! :) Great question! Here is a great resource what what you need to apply for PTIN: www.irs.gov/tax-professionals/ptin-application-checklist-what-you-need-to-get-started - Customer Support Team
If your video was recorded at the date stated above Oct 29, 2020 then "right now is currently free" assertion is factually inaccurate. ALL PTIN renewals are subject to a fee. If you do not pay it you will not renew it.
The PTIN renewal is not free for 2021 tax year. Renewing by December 2020, you have to pay $35.95 ($21 renewal of application fee and $14.95 for third party contractor fee for processing) This happened in July this year. You would think because of covid and loss of income for so many, this would’ve been waved this year.
Thank you for the step by step, in depth detail on how to become an EA. Very much appreciated.
This was very informative. Thank you. I wish I knew about certifyible before taking the courses with my local college
Great video!!! Congratulations!
thanks for the content. I found this extremely helpful
Im a real state agent, working for HRBlock seasonal for past 5years; also i have full time job at a local credit union in lending department, my next step is to become EA and this layout of things that needed to become an ER are perfect summary for myself of what do do next in my professional journey
Also im coming from education back ground too
Thanks for the video
As a first child of immigrants this is so scary not having someone to help guide me. But thank you so much this is very helpful!
What does being an immigrant have to do with anything?
@@MeZzZzZzZzZzZzZzZzZ nothing it’s a fail safe
Become an Enrolled Agent is my biggest dream for now.
Thanks for the outline. Very helpful
Start at 1:42
The enrollment and renewal of enrollment user fees for enrolled agents are now from $67 to $140. It’s huge increase.
I am currently utilizing GLEIM to study for my EA.
How did it go? Did you pass it?
Thank You will be signing up ea course I have my ptin number did taxes last year appreciate this video so much
We are ecstatic to have you join our student community, Waquanda!
Let us know if you need anything, and best of luck to you!
- Alexandria Johnson, Crysta's Customer Success Manager
Thank you for this video. It was very useful for me.
Thank you, very helpful video
Hi Crysta, thanks for this video (and other videos!). I’m very new to tax in general. Yesterday I signed up for an in person class at a local office (popular chain) for the CTEC; this might be a dumb question but is it required prior to becoming an EA? (California) If not, would you recommend just putting more time into studying for the SEE instead? And would you suggest working with an office before going out on your own?
CTEC isn't a prerequisite for being an EA. Yes Tax experience does help a ton
@@saurabh459 Thank you, I appreciate the reply
Hi, RD! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
can I ask how long it takes IRS to do background checks after we apply to become an enrolled agent?
Hey Crysta, I'll be giving the 3rd part ......
.... and i've got a student loan so would that be problem in getting lisenced ?
Hey Tanmay! The suitability check places focus on tax compliance, tax liabilities; and criminal background, but you can reach out to the Office of Enrollment for specific questions: 855-472-5540 (Hours of operation are 6:30 a.m. - 5:00 p.m. CT).
@@crystatyusea thank you
Hi, This was helpful! I have a question as I am a rookie, can I take one paper at a time? Is that a possible way ?
I do not have an experience in US Tax .. should I go for EA certification?
Yes you can ,the only requirement to to Do EA is you have to be 18+ old and a valid passport
Should I become a AFSP preparer before I enroll in E.A course? So I can get the basic knowledge on how to prepare taxes before I enroll in a more in depth longer course?
Hey there, Rhonda!
Kindly note that many of our students come from a background of zero tax or bookkeeping knowledge.
If this sounds like you, we recommend our 1040 Tax Preparation Mastery course to learn how to prepare individual taxes.
You can find it here: certifyible.com/course/1040-tax-preparation-mastery/110
You can buy the course outright- or join our subscription membership to gain access to this course and more
Our 97/month tier gives you access to ALL of our courses and live trainings.
You can view the membership levels here: certifyible.com/membership-program
Kindly note that this course is available with every level.
We hope this helps!
- Alexandria Johnson, Crysta's Customer Success Manager
Hi Crysta, this was really a helpful video but wanna know is there a time limit after clearing each exam for attending the next one
Hello Naveen! Generally scores carry over for two years. To provide candidates flexibility in testing because of the global pandemic, the two-year period has been extended to three years.
Kindly check out this link for more information and other answers to questions you may have: bit.ly/3CfY5B3
- Alexandria Johnson, Crysta's Customer Success Manager
Thank you
They are charging for the ptin now 😢
charging $35 per renew
Yep paid to renew mine yesterday
I know. I wonder why
Yes!! I just paid $45.00 for my PTIN. My first time.
Can you get certified for just part 1 only? I understand you take the three exams separately, but do get a certificate for just doing part 1?
Hi. Thanks for the detailed video. Can you also let us know, if people from other countries can also do this?
Yes ,You need PTIN
Hi,
I have a PTIN number, so what is the next step?
Excellent!
Glad you liked it, Will! - Alexandria Johnson, Crysta's Customer Success Manager
Well explained👏
Hi Crysta can one take the ERA and get a PTIN if they only have a TIN have never filed taxes but have completed certification as a tax preparer and had a spouse who filed but back in 2008?
Hi, Karen! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
Hey Crysta going for another round this year for the EA exam.
Hi Crysta I hope your doing ok. What is the website you talked about a few weeks ago which offer the course for EA and other bookkeeping and tax courses?
Hi, Brayan! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
Any tips on how to study for the tests? Like are you supposed to memorize the entire tax laws? Any memorization tips?
Hi Jerry! Please send us an email at Hello@CrystaTyus.com so I can send you more info!
Do you have to have a course certification to get a PTIN? And does getting your certification require you to have a certain amount of hours of experience? Because it seems like I can't be certified without experience, but I can't have experience without being certified.
Hi Blake! Kindly send us an email at Hello@CrystaTyus.com so we can send you the steps. :)
I have watched a ton of videos on EA/tax preparers however no one talks about what things you cant have on your records that will prevent a person from getting approved as an EA or maybe it doesn't matter? Let's say you have been arrested at some point in your life or you are on a tax payment plan please advise.
Hello there! Here are some answers directly from the IRS website: www.irs.gov/tax-professionals/enrolled-agents/enrolled-agents-frequently-asked-questions
Question: What types of criminal convictions would negatively impact consideration of an application for enrollment?
Answer: In general, any criminal offense resulting in a felony conviction under federal tax laws or a felony conviction related to dishonesty or a breach of trust, that is less than ten years old.
Question: What types of tax issues could negatively impact consideration of an application for enrollment?
Answer: In general, any overdue tax return that has not been filed or any unpaid taxes unless acceptable payment arrangements have been established.
Kindly refer to Circular 230 for complete guidelines on who can become an EA.
We hope this helps!
- Alexandria Johnson, Crysta's Customer Success Manager
Crysta Tyrus, do you happen to have the links to the resources? Thank you!
Its the first link on the info box of this vid 👍🏼
Thank you
Hello cutie so you don’t have material that you sale like taxes for individuals?
Could the EA application initiate an audit?
Hello, does anyone know anyone that commercial for the tax business
Thanks you
You mention that you used the study material from passkey. They create new material each year, do the laws change so dramatically that if I study the 2022 version, I would not do well taking the test(s) in 2023?
The law is updated every year so you want to be sure to use the current version for the current testing cycle. The testing cycle May 1, 2022-Feb 28, 2023 will be testing on 2021 tax law.
Greetings Queen, I love your videos. I know you prefer the my tax prep office software, can you tell me your opinion on the drake software? Thanks
Hi Sirrene! Kindly send us an email at Hello@CrystaTyus.com and we'll send you our recommended softwares. - CS Team
I have a PTIN and EIN for tax preparation. I need updates.
Great video! I’m looking to becoming a EA, currently I work as a Sr Tax Specialist at H&R Block, and I’m looking to becoming an EA for more opportunities within Block.
Hi Edwin! It's great to hear that you are interested on becoming an EA. If you need supplemental materials and support, you may want to check out the Certifyible EA Course. Check this link: www.certifyible.com/home/becoming_an_enrolled_agent 😀
Can you mention the other courses that some of your students found successful in helping them pass the EA exam?
Should we take all parts the same day or spread them out?
spread them out as per your convenience
Hi, DJ! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
Each test is over an hour long and there’s three of them. I took mine weeks apart
Hi how are please could you give name of some books. Website .etc for support my study time
Hi Nina! This is Crysta's Social Media Manager. You may check out the Certifyible Enrolled Agent Course. It comes with course, books and weekly calls. Click here for more information: www.certifyible.com/home/becoming_an_enrolled_agent Let me know if you have any questions! - Rose Elaine
Hi, I preparer taxes every year for profit i have done it since 2018. i want to know if is better to become an Enroll Agent
Hi Antonio, are you interested in tax resolution? If so, becoming an EA is a great option. It's also the best way to demonstrate your knowledge of tax law and your ability to assist clientele with more complex tax scenarios. Most definitely a value add!
Thanks so much for all information you are giving out here. But I have a question about EA license process with IRS. Can you tell me how long it usually takes until actually receiving the license upon passing all 3 parts of exam?
takes 2-3 months once you pass all sections
Hi, Yujin! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
What am I supposed to do after getting my PITIN number
Hi Padam! Please send me an email at Hello@CrystaTyus.com so I can send you more details.
Trying to decide weather to pursue book keeping or enrolled agent. I live in detroit lmk if you free for some coaching
Hi Jaylen! This is Crysta's social media manager. May I please know what kind mentorship training you're looking for? 🙂 Crysta currently has the Tax and Accounting 6 Figure Accelerator Program as well as 1-1 Coaching Program. Please let me know which from the two you're interested in, so I can send you more details. Thank you! -Rose Elaine Lim
@@crystatyusea I'm not sure myself lol I do want to grow my business to outsource by next year. I have my ptin and do taxes now and not just regular kind. I do dividends K-1s etc... and will look to become certified as a enrolled agent later
@@jaylenlenear3944 Great! Let us know how we can be of help :) You may want to check out the Certifyible EA Courses: www.certifyible.com/home/becoming_an_enrolled_agent
can a daca recipient become a tax preparer? And a Enroll agent please get back to be I can’t find the answer to my question
Hi Maritsa! As long as you can obtain an Individual Taxpayer Identification Number (ITIN) you should be good to go.
You can prepare taxes as long as you obtain a ptin here: www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers
You will be able to become an enrolled agent here: www.irs.gov/tax-professionals/enrolled-agents/applying-for-enrollment-to-practice-before-the-irs
What is the procedure for a non-US citizen to get an EA licence after passing all the examination?
Here's a great resource that you can take a look at: www.irs.gov/tax-professionals/enrolled-agents/enrolled-agents-frequently-asked-questions :)
@@crystatyusea the site doesn’t have enough information about a non-US citizen to become EA. Would you please share some insights?
Can a immigrant apply after passing the exam or the citizenship is required ?
Hi Asif! Non-US Citizens can come an EA. :)
What is fees structure ?
do we need to clear all 3 exams in one sitting?
Hello Farrukh, each exam will need to be scheduled separately and they last about 3.5 - 4 hours each.
Kindly note that you normally have up to 2 years to take all three exams and keep your scores.
Currently, you have 3 years due to the pandemic.
We hope this helps!
- Alexandria Johnson, Crysta's Customer Success Manager
EA certificate how many days i need to complete it
Hello! Please send your questions to Hello@CrystaTyus.com 😊
Hi mam , I am learning sap fico , I want to learn asusual EA . sap will help me In EA ... ???
Hey Jamadandi, experience in the accounting or financial industry may help an EA candidate grasp concepts more quickly. Ultimately, the SEE exam is used to demonstrate proficiency in understanding tax law
@@crystatyusea ok mam , thank you
Hi Crysta, I need study material. can you please help me
Hello Bitu,
Be sure to check out our Enrolled Agent University courses for more study material for the EA exams.
You can find the courses here: certifyible.com/becoming-an-enrolled-agent
We offer a monthly subscription membership. For the $97/month tier, you can unlock access to ALL of our courses and live trainings.
You can sign up for the membership here: certifyible.com/membership-program
We hope that helps!
Kind regards,
Alexandria Johnson
Crysta's Customer Success Manager
Can a Daca holder obtain an Efin ?!
Yes as long as you have a valid ssn yes you can
@Crysta, do you need a company business name to apply for the PTIN? I am in the process and it asked for a business name so I wasn't sure. any help ? I am still taking the 60 hour course for certified tax preparer and hope to be done soon. any suggestions ? Thank you so much for sharing your journey!!! that is my next step to become an EA. However I just recently learned about it and I really need to start working so I figured I can learn as I go and maybe through out this year study for the EA agent license.
Hi Lennys! :) Great question! Here is a great resource what what you need to apply for PTIN: www.irs.gov/tax-professionals/ptin-application-checklist-what-you-need-to-get-started - Customer Support Team
can you help me to get enroll agent
Please send me an email at Hello@Certifyible.com so I can help you better! 🙏🏽
1:40
If your video was recorded at the date stated above Oct 29, 2020 then "right now is currently free" assertion is factually inaccurate. ALL PTIN renewals are subject to a fee. If you do not pay it you will not renew it.
She clearly said it may change in the future.
Love from india
Ma'am are u doing it?
Hi
My self Gaurav Arora, CA
ICAI (INDIA)
Can an overseas aspirant go for enrollment as EA ?
Yes, you can! :)