FIND AN ENROLLED AGENT

JOIN CSEA

ABOUT SUPER SEMINAR

NEWS & HOT TOPICS

Help Wanted - EA or CPA - San Francisco

6/17/2021
Tax preparer with experience with individual, corporation and partnership returns is required. This is not an entry level position - at least 5 years of hands-on experience required. Full time with benefits but possible part time position also.

Tax Preparation Career - Walnut Creek

6/16/2021
Are you a great tax professional? Stern & Associates, an EA Tax Preparation Firm in Walnut Creek & San Francisco is seeking an experienced full-time and/or a part-time Enrolled Agent or CPA. This is an in-office position at the Walnut Creek location.

CDTFA New Sales and Use Tax Rates

5/28/2021
A number of tax rate changes will be implemented in various cities and counties throughout the state starting July 1.

FTB Update on AB 80

5/28/2021
FTB added some information to its website today regarding AB 80 and forgiven loans, addressing income exclusion and business expense deductions.

Office Space Available - Seal Beach

5/26/2021
Are you looking for a tax office to share? I have a custom designed professional tax office available, in a suite in The Shops at Rossmoor Shopping Center in Seal Beach, CA.

EDD Guidance on New ID.me Identity Verification

5/24/2021
Californians filing a new claim through UI Online must prove identity through ID.me. EDD has produced another AskEDDy video to help claimants get through the ID.me validation process more smoothly.

Child Tax Credit Payments to Begin on July 15

5/24/2021
The first monthly payment of the expanded and newly advanceable Child Tax Credit from the American Rescue Plan will be made on July 15.

Premium Assistance and Tax Credit for Continuation Health Coverage

5/24/2021
The American Rescue Plan provides a temporary 100 percent reduction in the premium that individuals would have to pay when they elect COBRA continuation health coverage, following a reduction in hours or an involuntary termination of employment.

Advance Child Tax Credit for Non-Filers

5/24/2021
Revenue Procedure 21-24 provides two procedures for individuals, who are not otherwise required to file 2020 federal income tax returns, to file returns in order to receive: Advance Child Tax Credit payments and more.

SBA Stops Accepting Paycheck Protection Program Applications

5/10/2021
SBA has informed lenders that the PPP general fund is out of money. The application deadline had been extended for an additional two months, through May 31, to allow borrowers time to apply for the loans.

IRS to Terminate Inactive EAs Who Haven't Renewed

5/10/2021
IRS has begun sending letters to EAs with SSNs ending in 7, 8, 9, or no SSN, who have not renewed for the 2018 and 2021 cycles.

FTB 2020 Tax Return Changes

5/10/2021
Two important updates affecting the 2020 filing season have been posted to FTB’s website regarding Advance Child Tax Credit Payments, and In-Home Support Services and CalEITC.

Form 1040 Processing Timeframes

5/10/2021
IRS is now opening mail within normal timeframes, and has also made significant progress in processing prior year returns. Unprocessed returns include those requiring correction or validation.

IRS Extends Deadline to Respond to Continuing Education Audit Letters

5/4/2021
In consideration of the extended tax filing season, EAs receiving CE audit Letter 5781 now have 60 days from the date of the letter to respond.

Governor Newsom Signs Paycheck Protection Program Conformity Bill

5/4/2021
Governor Newsom has signed AB 80, bringing California into partial conformity with federal law.

Draft Schedules K-2 and K-3 Released

5/4/2021
The Treasury and IRS have released updated early drafts of new Schedules K-2 and K-3 for Forms 1065, 1120-S, and 8865 for tax year 2021 (filing season 2022).

Practitioner Priority Service Transcript Request Issues

5/4/2021
IRS has received complaints from tax preparers with Forms 8821 on file that transcript request calls are being transferred to the Automated Collection System.

Advance Child Tax Credit Payments

5/4/2021
Advance payments of the 2021 Child Tax Credit will be made regularly from July through December to eligible taxpayers who have a main home in the United States for more than half the year.

2021 Allowable Living Expense Standards

5/4/2021
IRS has posted the 2021 ALE standards, which are designed to reduce subjectivity when determining the basic living expenses a taxpayer can claim.

SBA Restaurant Revitalization Fund Application Portal Now Open

5/4/2021
SBA began accepting applications for the Restaurant Revitalization Fund on May 3. The application portal will remain open until all funds are exhausted.

Unemployment Compensation Exclusion FAQs

5/3/2021
IRS has posted unemployment compensation exclusion FAQs on several topics, including eligibility regarding taxpayers who are MFS in a community property state.

FTB Update on Unemployment Compensation Exclusion

4/30/2021
FTB will be correcting accounts for specific taxpayers who filed their state return prior to the IRS’ revision to exclude unemployment compensation.

Guidance on FTB Identity Verification Notices

4/30/2021
The recent influx of FTB 4734D and 3904 notices are not the result of any altered processes, and there has been no change in the number of notices that have gone out compared to previous years.

Applying a 2020 Return Overpayment to 2021 Estimated Taxes

4/19/2021
If an taxpayer has a 2020 overpayment and elects to credit it against 2021 estimated tax, the date it is applied depends on the payment date and the extent to which an overpayment exists as of April 15, 2021.

IRS Seeks Recommendations for Priority Guidance Plan

4/19/2021
Notice 2021-28 invites recommendations for possible inclusion in the 2021-2022 Priority Guidance Plan. Please submit your recommendations by May 28.

Monthly Payments for Expanded Child Tax Credit Expected to Start in July

4/19/2021
During an April 13 Senate Finance Committee hearing, Commissioner Charles Rettig said that IRS is on track to begin sending monthly payments from the new child tax credit in July.

PPP Conformity Bill Amended

4/19/2021
AB 80 was been on April 15 to a remove a provision that placed a $150,000 cap on the amount of business expenses paid for using forgiven PPP or EIDL funds that a California business can deduct.

Extended Penalty Relief for Failure to Deposit Employment Taxes

4/19/2021
Notice 2021-24 extends the penalty relief for an employer’s failure to timely deposit employment taxes to deposits that were reduced in anticipation of various employment tax credits.

Treasury Department Releases Important PPP Conformity Directive

4/12/2021
The Department of the Treasury has released a long-awaited directive that will allow the California Legislature to move forward with their PPP conformity bill, AB 80.

IRS Suspends Requirement to Repay Excess Advance Payments of 2020 Premium Tax Credit

4/12/2021
The American Rescue Plan Act of 2021 suspends the requirement that taxpayers increase their tax liability by all or a portion of their excess advance payments of the Premium Tax Credit (excess APTC) for tax year 2020.

Several Lockbox Addresses Closing in 2022

4/12/2021
IRS is closing several individual payment P.O. boxes, also known as Lockbox addresses, in the San Francisco, CA and Hartford, CT areas as of January 1, 2022.

SBA Now Accepting Shuttered Venue Operators Grant (SVOG) Applications

4/12/2021
SBA has opened the SVOG application portal for operators of live venues, performing arts organizations, museums, movie theaters, venue promoters, theatrical producers and talent representatives that closed due to COVID-19.

Report of Foreign Bank and Financial Accounts (FBAR) Deadline Remains April 15

4/12/2021
IRS has issued a reminder that the deadline to file an annual Report of Foreign Bank and Financial Accounts (FBAR) is still April 15.

Temporary 100 Percent Deduction for Business Meal Expenses

4/12/2021
Notice 2021-25 provides guidance under the Taxpayer Certainty and Disaster Relief Act of 2020, which added a temporary exception to the 50 percent limit on the amount that businesses may deduct for food or beverages.

Impact of Recent Federal Changes on the California Earned Income Tax Credit (CalEITC)

4/5/2021
FTB is reviewing the overall impacts of the recent federal legislation as it relates to California income tax filing, and will provide additional information in the near future.

IRS Extends Deadlines for IRA and Health Savings Account Contributions to May 17

4/5/2021
Individuals have until May 17 to make contributions to IRAs and health savings accounts. Foreign trusts and estates that file Form 1040-NR also have until May 17 to file and pay.

IRS to Recalculate Taxes on Unemployment Benefits; Refunds to Start in May

4/5/2021
IRS will automatically refund money this spring and summer to people who filed their tax return reporting unemployment compensation before the recent changes made by the American Rescue Plan.

CSEA Submits Letter of Support for SALT Workaround Bill

4/5/2021
This week, we submitted a letter of support for SB 104 (McGuire), a bill that will help California small business owners who have been negatively impacted by TCJA’s cap on state and local tax (SALT) deductions.

SBA Increases COVID-19 Economic Injury Disaster Loan Limit

3/30/2021
Starting the week of April 6, the SBA will raise the loan limit for the COVID-19 EIDL program from six-months of economic injury with a maximum loan amount of $150,000, to up to 24-months of economic injury with a maximum loan amount of $500,000.

COVID-19 Personal Protective Equipment is Tax Deductible

3/30/2021
Announcement 2021-7 clarifies that the purchase of personal protective equipment, such as masks, hand sanitizer and sanitizing wipes, for preventing the spread of coronavirus is a deductible medical expense.

Unemployment Compensation Exclusion Update

3/30/2021
IRS has provided detailed information regarding treatment of the unemployment compensation exclusion due to the recently enacted American Rescue Plan.

New SBA Shuttered Venue Operators Grant Applications Portal

3/26/2021
The SBA has launched a splash page for the Shuttered Venue Operators Grant (SVOG) application portal, and will begin accepting applications on April 8.

SBA Updates Paycheck Protection Plan (PPP) First and Second Draw FAQs

3/26/2021
The SBA has updated its FAQs for calculating maximum first and second draw PPP loan amounts.

EDD Update on Launching the American Rescue Plan of 2021

3/26/2021
States have now received official guidance on how to implement the American Rescue Plan Act.

2021 National Virtual Settlement Days

3/26/2021
The IRS Office of Chief Counsel has declared March 2021 “National Settlement Month,” with events being conducted across the country.

Visit the Newly Redesigned Bill Watch List Page On Our Website

3/15/2021
Recently we redesigned our Bill Watch List with our end users in mind, which means that this web page is now much more intuitive, straightforward, and easy to understand.

IRS Statement: Don’t File Amended Returns Related to the American Rescue Plan Act of 2021

3/15/2021
IRS strongly urges taxpayers to not file amended returns related to the new legislative provisions or take other unnecessary steps at this time.

Guidance on the Employee Retention Credit and Eligibility Rules for PPP Borrowers

3/9/2021
The Taxpayer Certainty and Disaster Tax Relief Act of 2020 lets employers that received a PPP loan claim the employee retention credit, although the same wages can't be counted both for seeking PPP loan forgiveness and calculating the credit.

SBA Changes to PPP Loan Amount Calculation and Eligibility

3/9/2021
SBA has released an update to the PPP Interim Final Rule that implements the Biden Administration’s recent PPP changes to aid the smallest businesses and the self-employed.

IRS Guidance on Incorrect Form 1099-G for Unemployment Benefits

3/9/2021
California taxpayers who get an incorrect Form 1099-G for unemployment benefits they did not receive should contact EDD to request a revised Form 1099-G showing they did not receive these benefits.

CSEA’s First Bill Review of the 2021 Legislative Session

3/8/2021
Every year following the February deadline for legislators to submit new bills, CSEA staff and our Legislative Advocate, Jennifer Tannehill, review the priority bill list prepared for us by Aaron Read & Associates.

State Treasurer's Office Asks CSEA to Spread the Word on College Access Tax Credit Fund

3/8/2021
This week, California State Treasurer Fiona Ma’s office contacted CSEA to help get the word out about the new College Access Tax Credit Fund (CATCF) program for 2021.

March 1 Filing Deadline for Farmers, Fishers

2/19/2021
Those with income from a farming or fishing business can avoid making any estimated tax payments by filing and paying their entire tax due on or before March 1.

All Economic Impact Payments (EIPs) Now Issued

2/19/2021
IRS has now issued all legally permitted first and second round of EIPs. The COVID-Related Tax Relief Act of 2020 required that the second round of EIPs be issued by January 15, 2021.

NAEA Political Action Committee (PAC) Hosts California Congressman Jimmy Gomez

2/19/2021
As part of its ongoing advocacy at the federal level, the NAEA PAC hosted a Q&A with Los Angeles-based Congressman Jimmy Gomez, who sits on the important House Ways and Means Committee.

Electronic Filling Identification Number (EFIN) Policies and Procedures

2/19/2021
IRS e-file providers must abide by the policies and procedures in Publication 3112, IRS e-file Application and Participation, and Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

CP59 Notices Sent Erroneously

2/19/2021
Earlier this month, IRS issued CP59 notices to approximately 260,000 taxpayers stating they hadn’t filed their 2019 federal tax return.

Flexible Spending Arrangements (FSAs) and Dependent Care Assistance Programs Update

2/19/2021
Under the Taxpayer Certainty and Disaster Tax Relief Act of 2020, employee benefit plans offering FSAs or dependent care assistance programs have additional discretion in 2021 and 2022 to adjust their programs.

New Form for Self-Employed Individuals to Claim COVID-19 Sick and Family Leave Credits

2/12/2021
Eligible self-employed individuals can claim sick and family leave equivalent tax credits to offset their federal income tax with the new IRS Form 7202.

CSEA Tracking Conformity Bill in Legislature

2/12/2021
On January 21, Assembly Revenue and Taxation Committee Chair Autumn Burke introduced AB 281, a bill with intent language that will serve as the starting point for legislative discussions regarding California’s conformity with federal PPP laws.

Urgent Electronic Filing Identification Number (EFIN) Scam Alert

2/12/2021
IRS is warning tax professionals about a new email phishing scam that impersonates IRS and attempts to steal EFINs, with the subject line, “Verifying your EFIN before e-filing.”

EA Prompts Action on Unemployment Fraud

2/5/2021
Big Valley Chapter Member Laura Strombom, EA reached out to KCRA Channel 3 about how identity theft unemployment fraud victims could be facing a huge tax problem.

CSEA Meets with Governor’s Office over Healthcare Mandate Penalties

2/5/2021
On February 2, CSEA representatives met virtually with the Newsom administration to discuss healthcare mandate penalty relief for individuals who lost their employer-based coverage due to COVID-19.

Help Wanted - Income Tax Professional - San Bernardino

1/22/2021
Seeking an income tax professional with experience in corporate and personal income, with some partnership and non-profit, who will be a team player in a growing office. The environment is family friendly and relaxed.

Secure Access Credentials and Authorization Upload Tool

12/30/2020
Tax professionals who specialize in representation or other services will need a Secure Access username and password to use the new authorization form upload tool launching in January 2021.

IRS Resumes Sending 500 Series Balance Due Notices

12/30/2020
Although the 500 series notices were suspended temporarily due to COVID-19, some taxpayers have now started to receive the updated 500 series notices with current issuance and payment dates.

Help Wanted - Seasonal Tax Preparer - Burlingame

12/29/2020
CPA firm seeks tax preparer for 2020 season, Feb. - April 2021. Preparation of federal and state individual and trust tax returns. Full-time and part-time hours available. Knowledge of Lacerte, UltraTax and Excel a plus.

Help Wanted - Enrolled Agents - Folsom, Santa Ana and Thousand Oaks

12/8/2020
We Need Your Expertise! Positions Available in Folsom, Santa Ana, and Thousand Oaks, CA! TaxAudit is actively hiring Enrolled Agents to represent and defend our customers in IRS and state audits.

Get Your 2020 Client Tax Newsletter

11/13/2020
Tax season is approaching fast, and it's time to start thinking about client meetings, whether in-person or virtual. Our Client Tax Newsletter is an effective way to reach out to both prospective and current clients...

Practice for Sale - Palo Alto Area

11/12/2020
Selling Palo Alto area tax practice. Gross annual revenue of $275,000. Asking $325,000. Willing to transfer all or part of this high-quality clientele. Approximate annual net income of $250,000.

CSEA Looks to the Future

10/30/2020
The Board Meeting took place virtually on Saturday and Sunday, October 24 and 25. On Saturday, the Board of Directors had a strategic issues discussion focused on the five programs that the Board agreed upon...

Help Wanted - Seasonal Tax Preparer - Burlingame

10/21/2020
CPA firm seeks tax preparer for 2020 season, Feb. - April 2021. Preparation of federal and state individual and trust tax returns. Full-time and part-time hours available. Knowledge of Lacerte, UltraTax and Excel a plus.

Renew Your PTIN Now for 2021

10/16/2020
PTIN applications and renewals for 2021 are now being processed. Preparers must renew or register for their PTIN by December 31. Anyone who prepares or assists in preparing federal tax returns for compensation must...

Help Wanted, Office Space Available - Tax Pro with Accounting Skills to Buy Practice - Seal Beach

9/9/2020
Are you interested in owning your own tax, accounting and financial practice? I am a CPA, CFP, LPL Financial representative seeking the right individual to work with me and eventually buy my practice in Seal Beach, CA.

Office Space Available - Venice, CA

9/8/2020
Space available for EA or CPA practice specializing in Partnerships, Corporations and Trusts. Plenty of referral business. Financial plaza on Abbott Kinney in Venice, CA.

CSEA Gains Important Victory Despite Tumultuous 2020 Legislative Session

9/4/2020
On Tuesday night, the California Legislature adjourned for the year after a tumultuous 2020 legislative session. While CSEA business in the Capitol was far from usual this year both from a tax policy and an EA advocacy perspective...

Breaking News - IRS Mail Backlog and Unprocessed Checks

8/21/2020
The IRS Stakeholder Liaison reports that IRS has been receiving a large number of inquiries about checks being sent and not cashed, and has posted the following notice to its...

Board Votes for New Technology to Support Chapters

8/7/2020
CSEA’s first Board and Committee meetings of the 2020-2021 governance year were held July 19-20. What follows is a brief summary of the highlights...

Update on Original Signatures for Paper Returns and Other Documents FTB posted on its COVID-19 FAQs

7/31/2020
FTB posted on its COVID-19 FAQs page today that for paper returns and other documents that must be signed with an original signature by a taxpayer and/or tax representative...

Ballot Proposition Could Repeal Certain Protections for Property Tax Rates

7/24/2020
This November, California voters will be asked to consider Proposition 15, a ballot proposition that would exclude certain commercial business properties from 1978 Proposition 13 tax protections. The...

Congress Approves Paycheck Protection Program (PPP) Extension

7/2/2020
On Tuesday, the Senate unanimously passed legislation that would extend the PPP until August 8. This legislation came just before the Small Business Administration...

Help Wanted - Part-Time EA or CTEC and Bookkeeper - Ventura

6/20/2020
Prefer 5 years of experience. We are a growing firm and the principal would like to semi-retire. This is an opportunity to grow with the firm.

Upcoming July CSEA Governance Meetings

6/19/2020
Between the extended filing season, the need to avoid in-person meetings, and the virtual delivery of Super Seminar during the...

June 5, Legislative Update

6/5/2020
Last Friday, the Senate passed two budget proposals that CSEA had been monitoring due to their important tax implications...

Businesses Are Starting to Open – Here’s How to Do It Safely

5/29/2020
The Governor’s office has released guidelines for how businesses in certain counties can begin to reopen. Among the resources available...

Legislature Continues to Conduct Business Relevant to EAs

5/15/2020
The Governor announced his May revision to the state budget on Thursday. One of the key takeaways is that the state is facing a $50 billion budget deficit. This impacts...

Supers Virtual Education Schedule Finalized!

5/15/2020
A few weeks ago, we introduced Super Seminar: A Virtual Education Series for Tax Professionals, a first of its kind extended online event designed to be delivered over multiple weeks...

Meet your 2020-2021 Officer Nominees

5/8/2020
The Nominating Committee, in accordance with the Bylaws and its Committee Charter, will nominate the following Members to serve the Society for the 2020-2021 fiscal year...

Super Seminar: A Virtual Education Series for Tax Professionals

5/2/2020
Super Seminar: A Virtual Education Series for Tax Professionals a first of its kind extended online event that will be delivered over multiple weeks so that...

Business Owners, Self-Employed Can Now Apply for PUA

5/1/2020
The new PUA program launched on Tuesday, April 28. It was established by the CARES Act to provide benefits to eligible business owners, self-employed, and independent contractors...

EDD Pandemic Unemployment Assistance Info Updated

4/24/2020
EDD will begin accepting online applications for the Pandemic Unemployment Assistance (PUA) program on Tuesday, April 28. This program is designed to help unemployed...

Economic Impact Payment Roundup

4/17/2020
The Treasury Department and the Internal Revenue Service have developed several tools designed to assist certain taxpayers and non-filers in ensuring that...

IR-2020-72: IRS unveil online application to help with EIPs

4/15/2020
The Treasury Department and the IRS unveiled the new Get My Payment with features to let taxpayers know when they will receive their Economic Impact Payment (EIP) and...

New IRS Tool Helps Non-Filers Register for Economic Impact Payments

4/10/2020
On April 10, the Treasury Department and IRS launched a new free and easy online tool that enables those who don’t normally file a tax return, or have too little income to file...

IR-2020-69

4/10/2020
On April 10, the Treasury Department and IRS launched a new free and easy online tool that enables those who don’t normally file a tax return, or have too little income to file...

Notice 2020-23: Additional Relief for Taxpayers Affected by Ongoing Coronavirus

4/9/2020
The most recent guidance issued by the IRS extends a variety of tax filings and payment obligations to the July 15 deadline. This includes...

Is Tax Preparation an Essential Business?

4/3/2020
Many members have contacted CSEA about whether or not Enrolled Agents with offices and staff are considered an essential business...

CSEA Launches COVID-19 Resources for Tax Pros

4/3/2020
The coronavirus pandemic has created an unprecedented challenge for the tax community. Not only are we faced with the need to pivot our tax practices

IRS FAQ: COVID-19-Related Tax Credits for Required Paid Leave

4/2/2020
The FFCRA requires employers to provide paid leave through two separate provisions: the Emergency Paid Sick Leave Act (EPSLA) and the Emergency Family and Medical Leave Expansion Act

LEARNING & EVENTS

 

MEMBER RESOURCES

Remember to Sign-in to your account to unlock your members-only resources.

CSEA CHAPTERS

CSEA Chapter Map

19 Chapters in CA
(plus 1 in Japan)

Tap into the power of personal connections!

WHY CHOOSE AN ENROLLED AGENT

Enrolled Agents are America’s Tax Experts. We are federally-licensed tax practitioners who specialize in tax preparation and have unlimited rights to represent taxpayers before the Internal Revenue Service. If you get a letter from the IRS, or worse, are audited or are the target of a collection action, your EA can speak directly to the IRS on your behalf.

Enrolled Agents are trained in a wide variety of tax situations, both common and unusual. With tax laws changing yearly, it’s more critical than ever to consult with a qualified tax specialist on your tax and financial strategy. The Enrolled Agent license is the highest credential the IRS issues. Be confident about your tax return – use an Enrolled Agent.

Find an EA OR CALL 1-800-TAXPRO5