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NEWS & HOT TOPICS

Call to Action: Tax on Services

5/11/2018
On Wednesday night, Senator Hertzberg substantially amended his tax on services bill, SB 993. What makes this latest version of tax on services so dangerous?

Officer Statements of Candidacy

5/11/2018
The Nominating Committee of the California Society of Enrolled Agents invited all 2018-2019 candidates for CSEA office to submit statements reflecting their experience and point of view. The election...

Call to the 2018 Annual Meeting

5/11/2018
Whereas, Article 7, Section 7.01 of the Bylaws of the California Society of Enrolled Agents directs that the Annual Meeting of the Society shall be held at a time and place selected by the Board of Directors; And whereas, the Board of Directors...

Society News

5/10/2018
A proposed Bylaw amendment for the June 2018 Annual Meeting is now available for review.

Changes to CDTFA Online Services Begin May 7, 2018

5/4/2018
Your clients may have received an email about changes to their California Department of Tax and Fee Administration (CDTFA) online services account. All CDTFA online services account functions are unavailable from May 1 - May 6. Beginning May 7, sales

IRS Seeks Recommendations for 2018-2019 Priority Guidance Plan

5/4/2018
The IRS has issued Notice 2018-43 inviting recommendations for items that should be included in the 2018-2019 Priority Guidance Plan. Recommendations should be submitted by June 15, 2018.

New Approved Enrolled Agent Logo Now Available

5/4/2018
The IRS is providing a new Enrolled Agent logo that EAs may use in marketing materials. The new logo replaces a logo that the IRS created in 2012.

IRS Tests TDC Secure Messaging Program

5/2/2018
The IRS is testing the Taxpayer Digital Communications (TDC) Secure Messaging program to streamline correspondence audits. The TDC program focuses on audits involving Schedule A Itemized Deductions, the Child Care Credit and the Education Credit.

Apply for CSEA Scholarships by June 30, 2018

5/2/2018
CSEA Education Foundation scholarships are awarded three times each year, and the next application deadline is June 30, 2018.

CSEA Supported Bills Move Forward

4/30/2018
Two important bills, resulting from the coordinated efforts of the CSEA Legislative Affairs Committee and the CSEA Legislative Advocate, are progressing through the CA Legislature.

Keep Records of IRS Electronic and Phone Contact

4/24/2018
It’s a good idea to keep records of electronic and telephone contacts with the IRS to speed up the resolution of issues. When contacting the IRS by telephone, be sure to note key information from the conversation.

New Phone Scam Mimics IRS TAC Phone Numbers

4/24/2018
In the latest version of the phone scam, criminals use telephone numbers that mimic IRS Taxpayer Assistance Centers (TACs) to trick taxpayers into paying non-existent tax bills. Scammers claim to be calling from a local IRS TAC office, and program th

Section 965 FAQ Updates

4/18/2018
The IRS has added more information to the Section 965 FAQs webpage. Publication 5292, How to Calculate Section 965 Amounts and Elections Available to Taxpayers, now reflects Tax Cuts and Jobs Act changes.

Automatic Filing Extension for Dec. 2017 CA Disasters

4/17/2018
CSEA reminds our Members that taxpayers affected by the California wildfires, flooding, mudflows and debris flows in parts of southern California have until April 30, 2018 to file and pay.

IRS Extends Filing Deadline

4/17/2018
The IRS has extended the filing deadline to April 18, allowing taxpayers an extra day to file and pay their taxes following technical difficulties with the agency's electronic filing and online payment systems, and both services are currently availab

Congress Takes First Step Towards IRS Reform

4/13/2018
On Tuesday, Republican and Democratic leaders of the HouseWays and Means Oversight Subcommittee released a set of bills to “redesign” the IRS. Included in the package is language requiring the IRS to provide guidance on using private sector electroni

NAEA Calls for IRS Reform

3/30/2018
Our national affiliate has been hard at work looking out for the best interests of both taxpayers and tax professionals, demonstrating their value in advocating at the federal level. Last week, NAEA released reform recommendations in response to the

Bills We're Watching 2018

3/23/2018
While you're hard at work during tax season, the CSEA advocacy team has been hard at work as well compiling a new legislative bill watch list. The following are bills that CSEA has either submitted to the legislature a position of support, or that we

NAEA Weighs In on Tax Reform

2/23/2018
After the start of the 2018 filing season, IRS invited NAEA to present the tax reform implementation challenges NAEA members considered to be most important to taxpayers. IRS also invited NAEA to submit written comments on top-line individual tax ref

Changes at Secretary of State’s Office

2/17/2018
CSEA is proud to inform Members about recent advocacy successes with the Secretary of State’s office. Statement of Information Filings...

CSEA Helps Californians Claim Their Real Estate Witholdings

2/9/2018
CSEA has been partnering with the FTB regarding the forfeiture of unclaimed real estate withholding credits. In an effort to ease the process of claiming these credits...

New FTB Notice May Alarm Clients

1/19/2018
Recently, Members have been reporting that their clients have received a notice from the FTB regarding itemized deductions for medical expenses, charitable contributions, employee business, and/or miscellaneous expenses...

Home Energy System Loans: Payments Not Deductible

11/2/2017
Some homeowners finance energy saving improvements through government approved loan programs. The payments on these loans are collected through the homeowner’s tax bill...

IRS Warns Tax Professionals of New E-Services Email Scam

11/2/2017
The Internal Revenue Service and its Security Summit partners today issued an alert to taxpayers and tax professionals to be on guard against fake emails purporting to contain...

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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.

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