Steps to Becoming an Enrolled Agent 2021

Поделиться
HTML-код
  • Опубликовано: 16 ноя 2024

Комментарии • 120

  • @tonia8561
    @tonia8561 4 года назад +17

    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.

  • @frankmartinez6888
    @frankmartinez6888 Год назад +1

    Thank you for the step by step, in depth detail on how to become an EA. Very much appreciated.

  • @mirlinek
    @mirlinek 4 года назад +11

    This was very informative. Thank you. I wish I knew about certifyible before taking the courses with my local college

  • @fritzalsaint7666
    @fritzalsaint7666 Год назад +1

    Great video!!! Congratulations!

  • @benferrari5518
    @benferrari5518 3 года назад +4

    thanks for the content. I found this extremely helpful

  • @MrUGA2010
    @MrUGA2010 Год назад

    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

  • @gloriaeloiza
    @gloriaeloiza 3 года назад +15

    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!

  • @fritzalsaint7666
    @fritzalsaint7666 Год назад +1

    Become an Enrolled Agent is my biggest dream for now.

  • @lawrenceward2366
    @lawrenceward2366 Год назад

    Thanks for the outline. Very helpful

  • @mudassarbashir7495
    @mudassarbashir7495 6 месяцев назад +1

    Start at 1:42

  • @TheEllinagkwon
    @TheEllinagkwon 2 года назад

    The enrollment and renewal of enrollment user fees for enrolled agents are now from $67 to $140. It’s huge increase.

  • @cmpetero5328
    @cmpetero5328 2 года назад +1

    I am currently utilizing GLEIM to study for my EA.

    • @Kzn4576-i3c
      @Kzn4576-i3c 4 месяца назад

      How did it go? Did you pass it?

  • @waquandapowe
    @waquandapowe 2 года назад

    Thank You will be signing up ea course I have my ptin number did taxes last year appreciate this video so much

    • @crystatyusea
      @crystatyusea  2 года назад

      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

  • @KickingOnDaTube
    @KickingOnDaTube 3 года назад

    Thank you for this video. It was very useful for me.

  • @renaokan994
    @renaokan994 Год назад

    Thank you, very helpful video

  • @AM-hl4tv
    @AM-hl4tv 4 года назад +3

    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?

    • @saurabh459
      @saurabh459 4 года назад +2

      CTEC isn't a prerequisite for being an EA. Yes Tax experience does help a ton

    • @AM-hl4tv
      @AM-hl4tv 4 года назад +1

      @@saurabh459 Thank you, I appreciate the reply

    • @crystatyusea
      @crystatyusea  3 года назад +1

      Hi, RD! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @miribanwu8221
    @miribanwu8221 3 года назад +3

    can I ask how long it takes IRS to do background checks after we apply to become an enrolled agent?

  • @tanmay8531
    @tanmay8531 3 года назад +1

    Hey Crysta, I'll be giving the 3rd part ......
    .... and i've got a student loan so would that be problem in getting lisenced ?

    • @crystatyusea
      @crystatyusea  3 года назад +1

      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).

    • @tanmay8531
      @tanmay8531 3 года назад

      @@crystatyusea thank you

  • @swarnavobose7377
    @swarnavobose7377 Год назад

    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 ?

  • @amritashah5269
    @amritashah5269 3 года назад +3

    I do not have an experience in US Tax .. should I go for EA certification?

    • @Vamshi5912
      @Vamshi5912 3 года назад

      Yes you can ,the only requirement to to Do EA is you have to be 18+ old and a valid passport

  • @Rhonda858
    @Rhonda858 2 года назад +1

    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?

    • @crystatyusea
      @crystatyusea  2 года назад

      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

  • @naveenkc8164
    @naveenkc8164 2 года назад +2

    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

    • @crystatyusea
      @crystatyusea  2 года назад +1

      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

    • @naveenkc8164
      @naveenkc8164 2 года назад

      Thank you

  • @melissaa2785
    @melissaa2785 4 года назад +13

    They are charging for the ptin now 😢

    • @AlexT2048
      @AlexT2048 4 года назад +5

      charging $35 per renew

    • @petemarqdadon
      @petemarqdadon 4 года назад

      Yep paid to renew mine yesterday

    • @lenoriam.2259
      @lenoriam.2259 3 года назад

      I know. I wonder why

    • @DW5918
      @DW5918 3 года назад +1

      Yes!! I just paid $45.00 for my PTIN. My first time.

  • @micheledeuhsfpc232
    @micheledeuhsfpc232 Год назад

    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?

  • @gurusaiprasannakumar9428
    @gurusaiprasannakumar9428 3 года назад

    Hi. Thanks for the detailed video. Can you also let us know, if people from other countries can also do this?

  • @simrankaur-eq8ew
    @simrankaur-eq8ew 9 месяцев назад

    Hi,
    I have a PTIN number, so what is the next step?

  • @willkitching1211
    @willkitching1211 2 года назад

    Excellent!

    • @crystatyusea
      @crystatyusea  2 года назад

      Glad you liked it, Will! - Alexandria Johnson, Crysta's Customer Success Manager

  • @ramaneswararaorongala7263
    @ramaneswararaorongala7263 9 месяцев назад

    Well explained👏

  • @KarenMossTimothyIAMNESS
    @KarenMossTimothyIAMNESS 4 года назад +1

    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?

    • @crystatyusea
      @crystatyusea  3 года назад

      Hi, Karen! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @IMcr1.s
    @IMcr1.s 2 года назад

    Hey Crysta going for another round this year for the EA exam.

  • @BrayanMartinez-on3zm
    @BrayanMartinez-on3zm 4 года назад +1

    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?

    • @crystatyusea
      @crystatyusea  3 года назад

      Hi, Brayan! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @hsinglu
    @hsinglu 3 года назад +2

    Any tips on how to study for the tests? Like are you supposed to memorize the entire tax laws? Any memorization tips?

    • @crystatyusea
      @crystatyusea  3 года назад +1

      Hi Jerry! Please send us an email at Hello@CrystaTyus.com so I can send you more info!

  • @BAMS0516
    @BAMS0516 3 года назад

    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.

    • @crystatyusea
      @crystatyusea  3 года назад

      Hi Blake! Kindly send us an email at Hello@CrystaTyus.com so we can send you the steps. :)

  • @therookiefisherman5234
    @therookiefisherman5234 2 года назад

    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.

    • @crystatyusea
      @crystatyusea  2 года назад

      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

  • @hollyzech8500
    @hollyzech8500 3 года назад

    Crysta Tyrus, do you happen to have the links to the resources? Thank you!

    • @jjgarcia1566
      @jjgarcia1566 3 года назад

      Its the first link on the info box of this vid 👍🏼

  • @jasmynnadetunji2510
    @jasmynnadetunji2510 3 года назад

    Thank you

  • @ew6720
    @ew6720 2 года назад

    Hello cutie so you don’t have material that you sale like taxes for individuals?

  • @kevinwnek6177
    @kevinwnek6177 Год назад

    Could the EA application initiate an audit?

  • @mikejackson3619
    @mikejackson3619 2 года назад

    Hello, does anyone know anyone that commercial for the tax business

  • @eugenializardo5095
    @eugenializardo5095 3 года назад

    Thanks you

  • @norrisrussum7632
    @norrisrussum7632 2 года назад

    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?

    • @crystatyusea
      @crystatyusea  2 года назад +1

      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.

  • @sirrenederrick6653
    @sirrenederrick6653 4 года назад

    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

    • @crystatyusea
      @crystatyusea  4 года назад

      Hi Sirrene! Kindly send us an email at Hello@CrystaTyus.com and we'll send you our recommended softwares. - CS Team

  • @suferiamccollum-mobley2022
    @suferiamccollum-mobley2022 2 года назад

    I have a PTIN and EIN for tax preparation. I need updates.

  • @edwing8895
    @edwing8895 2 года назад +1

    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.

    • @crystatyusea
      @crystatyusea  2 года назад +1

      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 😀

  • @DJ-tz4wl
    @DJ-tz4wl 4 года назад +6

    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?

    • @saurabh459
      @saurabh459 4 года назад +1

      spread them out as per your convenience

    • @crystatyusea
      @crystatyusea  3 года назад +1

      Hi, DJ! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

    • @PrettyandBlessed888
      @PrettyandBlessed888 3 года назад

      Each test is over an hour long and there’s three of them. I took mine weeks apart

  • @ninavilla8587
    @ninavilla8587 2 года назад

    Hi how are please could you give name of some books. Website .etc for support my study time

    • @crystatyusea
      @crystatyusea  2 года назад

      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

  • @AntonioGarcia-if8fn
    @AntonioGarcia-if8fn 3 года назад

    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

    • @crystatyusea
      @crystatyusea  3 года назад

      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!

  • @Yn.1009
    @Yn.1009 4 года назад

    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?

    • @saurabh459
      @saurabh459 4 года назад

      takes 2-3 months once you pass all sections

    • @crystatyusea
      @crystatyusea  3 года назад

      Hi, Yujin! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @padamkadariya3709
    @padamkadariya3709 3 года назад

    What am I supposed to do after getting my PITIN number

    • @crystatyusea
      @crystatyusea  2 года назад

      Hi Padam! Please send me an email at Hello@CrystaTyus.com so I can send you more details.

  • @jaylenlenear3944
    @jaylenlenear3944 2 года назад

    Trying to decide weather to pursue book keeping or enrolled agent. I live in detroit lmk if you free for some coaching

    • @crystatyusea
      @crystatyusea  2 года назад

      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

    • @jaylenlenear3944
      @jaylenlenear3944 2 года назад

      @@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

    • @crystatyusea
      @crystatyusea  2 года назад

      @@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

  • @lilfastkids1275
    @lilfastkids1275 3 года назад

    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

    • @crystatyusea
      @crystatyusea  3 года назад

      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

  • @accountantinthemountains
    @accountantinthemountains 3 года назад

    What is the procedure for a non-US citizen to get an EA licence after passing all the examination?

    • @crystatyusea
      @crystatyusea  3 года назад

      Here's a great resource that you can take a look at: www.irs.gov/tax-professionals/enrolled-agents/enrolled-agents-frequently-asked-questions :)

    • @hardik6700
      @hardik6700 3 года назад

      @@crystatyusea the site doesn’t have enough information about a non-US citizen to become EA. Would you please share some insights?

  • @asifjamal137
    @asifjamal137 3 года назад

    Can a immigrant apply after passing the exam or the citizenship is required ?

    • @crystatyusea
      @crystatyusea  3 года назад

      Hi Asif! Non-US Citizens can come an EA. :)

  • @VINODKUMAR-hb8vp
    @VINODKUMAR-hb8vp 3 года назад

    What is fees structure ?

  • @farrukhbashir1693
    @farrukhbashir1693 2 года назад

    do we need to clear all 3 exams in one sitting?

    • @crystatyusea
      @crystatyusea  2 года назад +1

      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

  • @thankyougod1
    @thankyougod1 3 года назад

    EA certificate how many days i need to complete it

    • @crystatyusea
      @crystatyusea  3 года назад

      Hello! Please send your questions to Hello@CrystaTyus.com 😊

  • @jamadandi_veeresh9915
    @jamadandi_veeresh9915 3 года назад

    Hi mam , I am learning sap fico , I want to learn asusual EA . sap will help me In EA ... ???

    • @crystatyusea
      @crystatyusea  3 года назад +1

      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

    • @jamadandi_veeresh9915
      @jamadandi_veeresh9915 3 года назад

      @@crystatyusea ok mam , thank you

  • @Kishor7
    @Kishor7 2 года назад

    Hi Crysta, I need study material. can you please help me

    • @crystatyusea
      @crystatyusea  2 года назад

      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

  • @paulsantos4340
    @paulsantos4340 3 года назад

    Can a Daca holder obtain an Efin ?!

    • @alexprieto4165
      @alexprieto4165 3 года назад

      Yes as long as you have a valid ssn yes you can

  • @lsuarez0202
    @lsuarez0202 3 года назад

    @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.

    • @crystatyusea
      @crystatyusea  3 года назад +1

      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

  • @mukunddayama
    @mukunddayama 3 года назад

    can you help me to get enroll agent

    • @crystatyusea
      @crystatyusea  3 года назад

      Please send me an email at Hello@Certifyible.com so I can help you better! 🙏🏽

  • @multifamily4059
    @multifamily4059 3 года назад

    1:40

  • @cascam1
    @cascam1 3 года назад +1

    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.

    • @michael.dennis
      @michael.dennis 2 года назад

      She clearly said it may change in the future.

  • @saumyaagarwal7638
    @saumyaagarwal7638 4 года назад +1

    Love from india

  • @Positionaltrade
    @Positionaltrade 3 года назад

    Hi
    My self Gaurav Arora, CA
    ICAI (INDIA)
    Can an overseas aspirant go for enrollment as EA ?