Is It Worth Becoming An Enrolled Agent (EA) If I Plan To Become A CPA?

Поделиться
HTML-код
  • Опубликовано: 16 ноя 2024

Комментарии • 89

  • @johnejonesea7448
    @johnejonesea7448 Год назад +67

    I have been an Enrolled Agent specializing in Tax Resolution for over 10 years. Many Accountants, CPA's and Lawyers (not tax lawyers) have come to me for post tax preparation issues with the IRS. As an Enrolled Agent I was taught to speek IRS Collections which is a very special and unique language. I speak with the IRS almost every day usually with someone much higher in the chain who is a robot with limited training. Being an EA allows me to control the conversations with an IRS Agent or better yet not allow them to control me. This is a very rewarding skill thats in extremely high demand and training that most CPA's and tax preparers don't have. When someone says "they'll have their CPA handle it", I tell them to keep my number because they'll likely need me.

    • @jaquonjohnson7791
      @jaquonjohnson7791 Год назад +2

      I’m definitely going to have to get some tips from you. I think
      Im going to go for the Enrolled Agent

    • @solomonshabat4542
      @solomonshabat4542 Год назад +4

      Heads of too you Sir really helpfull for me your comments,I am planning to pursue the Enrolled Agent course, Thanks

    • @Bluesnakes333
      @Bluesnakes333 Год назад +10

      It’s not simply the EA designation that makes them skilled, it’s the 10 years of experience that most likely played a large part.

    • @skayeb6491
      @skayeb6491 Год назад +1

      I wanna be like you when I grow up 😊

    • @tikifranklin8173
      @tikifranklin8173 Год назад

      @johnejonesea7448 Hi John, I'm starting my journey of learning more about being a tax professional and I'm looking for a mentor. Would you mind speaking with me?

  • @JacobHYoungEAJake
    @JacobHYoungEAJake Год назад +29

    This guy nailed it. Less than 1/4 ( approx. 1/8 ) of the CPA Exam is about tax. Enrolled Agent is the only Federally recognized tax professionals' license.

    • @norfolkcpa
      @norfolkcpa 11 месяцев назад +6

      There is some truth to that; however, if most CPAs actually took the time to register for the EA Exam shortly after they passed the Tax portion of the CPA, I am sure most would have success passing it.

    • @nicholasshook7513
      @nicholasshook7513 24 дня назад

      @@norfolkcpaI don’t think so. The EA exam expects you to know individual and entity taxation like the back of your hand. You can get away with passing REG with very minimum tax knowledge

  • @charleslaw4317
    @charleslaw4317 Год назад +14

    I passed my CPA exams first, but have still yet to practice under that license. I practice using my Enrolled Agent credentials for my tax practice. I am also a multi small business owner and a high school teacher. I literally took the CPA exams to have the knowledge of a CPA being a small business owner; however it was easier for me to do all the things I do and still be a tax advisor and own a tax service getting my Enrolled Agent credentials. I recently retired from teaching and now trying to decide my next step. Great video. Good topic.

    • @EfrosFinancial
      @EfrosFinancial  Год назад +2

      Thank you for watching and for your feedback -- much appreciated! :D

  • @BeauAutin
    @BeauAutin 3 года назад +47

    Another awesome thing; getting your EA while pursuing the CPA can also give you a tremendous up-advantage if you're going to become a tax-focused CPA. Many states require up to two years of experience at a CPA Firm to get CPA-Credentialed, but a CPA candidate who is also an EA can be hired from day one, no experience, and be put on POA to talk to the IRS on behalf of clients. Huge selling point at interviews.

    • @datventuresllc
      @datventuresllc Год назад

      Nice 💪

    • @ericeandco
      @ericeandco Год назад +3

      A lot of CPA firms will,take non ea’s to do tax work, especially if they have some experience through an H&R Block type chain or an internship.

    • @charleslaw4317
      @charleslaw4317 Год назад +1

      Exactly!

  • @jayceschomaker5607
    @jayceschomaker5607 3 года назад +36

    Thank you for making this, I’m studying for the EA right now and it’s so rare to find content about that credential.

    • @EfrosFinancial
      @EfrosFinancial  3 года назад +3

      Glad it was helpful -- good luck! :D

    • @hardik5957
      @hardik5957 6 месяцев назад

      Hello EA is worth it or not

    • @hardik5957
      @hardik5957 6 месяцев назад

      Hello

  • @blaiset.5552
    @blaiset.5552 Год назад +9

    Another huge advantage of being an EA is that it's a nationally recognized credential whereas a CPA is a limited to a state.

  • @johnawright494
    @johnawright494 2 года назад +32

    E.A. grants jurisdiction to prepare tax in all 50 states...the CPA must apply in each state in which they practice.

    • @DavidAning
      @DavidAning 6 месяцев назад

      Not true. We also have what's called a CPA mobility so we can also practice in all 49 states except Hawaii. Essentially, CPA's, EA's, and attorneys can practice in substantially all 50 states according to the IRS.

    • @DavidRodriguez-hu5bh
      @DavidRodriguez-hu5bh 5 месяцев назад +1

      This is not true. CPA can practice in any state.

  • @garytesterman1511
    @garytesterman1511 2 месяца назад +1

    Another great thing to add is when you take the EA you get the results right away AND it doesn’t require the 150 credit. So you can up your value while knocking out the CPA and getting the remaining credits if applicable.

  • @perezdoitbest7540
    @perezdoitbest7540 2 года назад +9

    It’s good to be Tax smart and GAAP smart.

  • @claudemartelly7421
    @claudemartelly7421 2 года назад +22

    I have an EA/MBA but, CPA still get more respects than me for some reason. I wish the EA would change there name to CTA-Certify Tax Accountant. People just don’t seem gravitated towards the EA name. 🤷 CPA seems more attractive to clients.

    • @MG-jv7pe
      @MG-jv7pe 2 года назад +4

      I specifically went with the EA bc of their tax law expertise vs CPA and our EA was much easier to talk with bc of the verbiage she used like she was talking with us not to us lol EAs get the least respect but toe to toe, I’d take an EA over a CPA

    • @goodtiymz8296
      @goodtiymz8296 2 года назад +3

      The EA is actually a higher tax designation than the CPA. A CPA is an expert at auditing and not at taxes. Actually, if you don't plan on doing audits or reviews, then the CPA is pointless and it adds no value.

    • @mostlyrap4277
      @mostlyrap4277 Год назад +2

      @@goodtiymz8296 understandable but he’s speaking to public perception.

    • @sweettee121
      @sweettee121 Год назад +1

      @@goodtiymz8296 in theory yes. But in reality, most people (potential clients) only know about CPAs/tax attorneys and don't know the difference

    • @solomonshabat4542
      @solomonshabat4542 Год назад +2

      True no doubt ,EA name is a blunder

  • @signalfire15
    @signalfire15 2 года назад +7

    The problem is if you are looking for jobs, they will almost always have "CPA required." You may see the rare few that will say "CPA or equivalent" but most companies want the CPA.

  • @andrew.able3
    @andrew.able3 2 года назад +11

    Alex, I just passed SEE1 on my first try! Your videos about the Enrolled Agent credential were really helpful. They got me excited, and provided much needed encouragement towards a achieving a goal which very few people understand or know anything about.

    • @anishkumar118
      @anishkumar118 2 года назад +1

      What is the average salary after doing EA in usa ??

    • @ilianacasares7729
      @ilianacasares7729 Год назад

      A beginner here searching it up appreciate this comment so much

    • @amitburnwal8343
      @amitburnwal8343 Год назад

      Hi Andrew I'm looking here for study material and reference. Could you kindly help me with that.

  • @thegamerboneless2864
    @thegamerboneless2864 Год назад +3

    If your just gonna do tax, and or retirement, EA is best, plus it’s accepted in all 50 states unlike the CPA. It’s cheaper to, think it cost $650-$700, and I set up a few social media, and emails, and collect clients to do their taxes, most times I don’t even have to meet them. Also I have gotten calls from HR block, Turbo tax about working with them. It’s great side money, I recommend everyone to do it. Wanted to add, CPA gives you more options, but I think it’s easier to make more money with EA.

  • @zacharyholland1091
    @zacharyholland1091 2 года назад +4

    I am back in school and in my last year of accounting. I want to be a Tax focused CPA. Thank you for this advice.

  • @fritzalsaint7666
    @fritzalsaint7666 Год назад +3

    A million thanks to you man! You encourage me to study much more to become EA. Great video!

  • @norfolkcpa
    @norfolkcpa 11 месяцев назад +2

    Tax Smart and GAAP smart!!!! I like that, with your portion and giving you your credit, I am going to use that.

  • @medjeworshipingpraisingjehovah
    @medjeworshipingpraisingjehovah Год назад +2

    Thank you for helping me making a decision. That was very helpful. Putting my CPA on a back burner for now to pursue the EA credential. Awesome I have peace now lol!

  • @NDE-SDJ
    @NDE-SDJ 3 года назад +5

    I agree completely with your perspective. As someone who has been going back and forth over the years about where I want to take my career, I appreciate a positive viewpoint with helpful insight so much more than a negative one with little to no insight. (Looking at you, grumpy accountants of Reddit) Thanks so much for the level of detail you provide in this video. I am about to finish my BA online in accounting, currently work as a staff accountant for a NFP (medical) and am trying to figure out what I want to do with my career. Your perspective is a breath of fresh air from the CPA-or-die people I have talked to recently.

    • @ericeandco
      @ericeandco Год назад

      At some point you will need the cpa to advance unless yo make a move outside of the accounting profession. The job opportunities available will help you decide.

  • @vijendraverma8965
    @vijendraverma8965 8 месяцев назад +2

    You were awesome throughout the video, great thanks,subscribed

    • @EfrosFinancial
      @EfrosFinancial  8 месяцев назад

      Thank you for watching and for your kind words -- much appreciated! :D

  • @norfolkcpa
    @norfolkcpa 11 месяцев назад +1

    Becoming an Enrolled Agent is an excellent idea to do before becoming a CPA! It will actually help you with study preparation for the tax portion of your exam. Similar to Mr. Efros, I was able to pickup both the EA and the CPA, so I speak from experience.

    • @sikanderkhan8383
      @sikanderkhan8383 9 месяцев назад

      I am studying EA exam, planning to sit for CPA exam after doing EA. I am looking to start my side hustle by providing my services for Business and personal taxes and then grow my services to be full time practicing professional and quiting my job in future.

  • @ufjazzman
    @ufjazzman 10 месяцев назад

    I’m already looking at getting my next designation and the EA looks attractive based on the role models I follow.

  • @christiananaya6116
    @christiananaya6116 Месяц назад +1

    Great video! Appreciate your perspective. I have been giving this a lot of thought.

    • @EfrosFinancial
      @EfrosFinancial  Месяц назад

      Thanks for watching and for your kind words - cheers! :D

  • @nicholasshook7513
    @nicholasshook7513 6 месяцев назад

    Thank you. Deciding to focus on the EA for now because I’m going to be working in public accounting tax. So focusing on financial statements doesn’t really makes sense at this point

  • @gydn.d
    @gydn.d Год назад +2

    Got my accounting degree last fall. Looking to get into school for a masters in taxation and will continue forward for the CPA.. Probably will try and add EA in my portfolio.

    • @EfrosFinancial
      @EfrosFinancial  Год назад +1

      Hey there, thanks for watching and for your comment. Good luck with school and getting those credentials! :D

    • @gydn.d
      @gydn.d 11 месяцев назад

      @@EfrosFinancial Thanks man, it’s a journey I just have to stick to the course.
      Happy Thanksgiving!

  • @ericeandco
    @ericeandco Год назад

    It depends. There’s no education requirements so you can sit for the EA anytime and the review courses are a lot cheaper. If you’re close to sitting for the cpa exam don’t split your focus. Focus on the cpa exam.

  • @vincentmartinez7328
    @vincentmartinez7328 Год назад

    This may have been mentioned ... but if not... a CPA... can only represent a client in the state they are licensed in...an EA doesn't have that restriction.

  • @lazarojollas977
    @lazarojollas977 2 года назад +2

    Just became an EA ... very eye oppening

  • @CDyoutube754
    @CDyoutube754 Год назад +2

    Liked for the tax smart and GAPP smart!

  • @jasonmiller3667
    @jasonmiller3667 9 месяцев назад +2

    Hi I wanted to ask does it matter if you study from an older study guide for the EA or do you have to study from a more recent year study guide to pass the EA exam.

  • @madhuraggarwal6184
    @madhuraggarwal6184 Год назад +1

    This really cleared the confusion. Thanks

    • @EfrosFinancial
      @EfrosFinancial  Год назад

      Glad it was helpful -- thank you for your feedback! :D

  • @jonathansmith114
    @jonathansmith114 Год назад +1

    I'm new to your channel(love the video, btw), and I'm a Tax Preparer with an established clientele already. I had been considering becoming an EA but have decided to become a CPA instead. I'm beginning my education for it but I was wondering; The last requirement for becoming a CPA is to train for a year under another CPA for so many hours(I live in California), and once I finish my education I'll have to do it. Do you have any suggestions for how I could get that done without giving up my business? I'm kind of rooted to it now and can't really start working at another firm. I'm trying to attack the problem before it becomes one.

  • @rocier
    @rocier 8 месяцев назад +1

    Why does it take a 6 minute video to say "no?"

  • @witnessthewrath8061
    @witnessthewrath8061 Год назад +1

    What do you recommend if you just want to do tax advising and have absolutely no interest in preparing taxes for others

  • @rishabhmittal123
    @rishabhmittal123 Год назад +1

    Thanks sir for sharing your experience

    • @EfrosFinancial
      @EfrosFinancial  Год назад

      Thank you for watching and for your kind words! :)

  • @Josy8289
    @Josy8289 8 месяцев назад

    So with just an EA they can form/register businesses for people?

  • @euncie207
    @euncie207 3 года назад +4

    What class or course did you take to study for your EA test?

    • @EfrosFinancial
      @EfrosFinancial  3 года назад +2

      Hey Sandy, thank you for your question! I answered it in a video here: ruclips.net/video/JeTusDlyrw8/видео.html. Hope this helps! :D

    • @euncie207
      @euncie207 3 года назад

      @@EfrosFinancial Thank you! It did help. I signed up for a course but it’s only prepare taxes not for EA.

  • @elreytriton
    @elreytriton 9 месяцев назад

    How did you qualify for the CFP also?

  • @solomonshabat4542
    @solomonshabat4542 Год назад

    Sir can i go for the Enrolled Agent in the future? after listen to your this video please,Thanks

  • @chinnu8888
    @chinnu8888 2 года назад

    Average student can pass "EA"

  • @Andres-sr7uv
    @Andres-sr7uv 2 года назад +1

    New sub

  • @kamadikowsalya4699
    @kamadikowsalya4699 2 года назад

    I have good bookkeeping experience any projects please help us with some business in India

  • @StevenMangiameli
    @StevenMangiameli 3 года назад +13

    When CPAs blow off EAs expertise, I just ask them who they take their tax CPE from. Heh.

    • @ericeandco
      @ericeandco Год назад

      They can take the same tax cpe as the ones for the cpa license. They just have to make sure it’s IRS approved. We do too.

  • @JMCobosA
    @JMCobosA 2 года назад

    In terms of difficulty, what is the difference between CPAs exams and EAs exam

    • @yennyf8492
      @yennyf8492 2 года назад

      CPA exams are far more difficult than EA

    • @gilbertoceledon2824
      @gilbertoceledon2824 2 года назад

      Usually if you only have an EA certification you will be consider a low to medium level expert, because most professionals on this field are CPA or MBA which means they went thru a Masters degree and have a vast knowledge of business operations which helps a lot in order to plan ahead and understand all the benefits. Dont get me wrong more than likely with the EA you are able to do most of the '"common " returns, but for a small/medium company already making above average revenue it is a better option someone with all the education possible.

    • @anadaker3939
      @anadaker3939 Год назад +4

      The difference is CPAs have college loans to payoff while EAs don't.

  • @nelsonariza4075
    @nelsonariza4075 Год назад

    has CPA, counts "absolutely" as 4 words.

    • @EfrosFinancial
      @EfrosFinancial  Год назад

      Doesn't get the joke, posts silly comment.

    • @alykinns9051
      @alykinns9051 10 месяцев назад

      He's a CPA so clearly has some brain cells and must've been making a joke. I don't quote get the joke, except absolutely has 4 syllables and he really thinks one should go for the EA!

  • @g.kirankumarkiru8179
    @g.kirankumarkiru8179 3 года назад

    Sir if their any job requirement for tax preparer please tell me sir

    • @Neiceyspeakshermind
      @Neiceyspeakshermind 2 года назад

      www.irs.gov/tax-professionals/enrolled-agents/become-an-enrolled-agent hope this helps and i think they also do background checks