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Member Resources

Welcome to the Members Area where you’ll have access to a number of member benefits. In this section you will find information on the following:

Member Discounts – Information on CSEA business partners including E&O Insurance Personal Auto Insurance Tax Guide discounts and much more.

Publications – Access electronic copies of the e-California Enrolled Agent magazine and the CSEA Newsletter.

Agency Information – Reach key agency contact quickly during tax season. All the information you need for the IRS, FTB, BOE and EDD. Here is some helpful contact information for tax professionals.

Tax Practice Tools – You can find sample Engagement Letters, Client Tax Newsletters, Conflict of Interest Forms, Safe Harbor Letters, Circular 230-suggested wording IRS publications and other helpful documents.

Tax Research Assistance – As you grapple with difficult tax questions, you have the benefit of drawing upon the expertise of Joe Calderaro, EA, CSEA’s Tax Resource Specialist.

Ethics Support – CSEA is proud to offer Members the support of an Ethics & Professional Conduct Committee that is focused on assisting Members who are grappling with an ethical dilemma or facing a client complaint.

CSEA Logos – Download any CSEA, CSEA Chapter logos and the We Speak Tax logo.

Circular 230 – Access to the revised circular 230 document.