Advocacy

CSEA advocates for the rights of both Enrolled Agents and taxpayers before all state and legislative and regulatory agencies. While the Society’s advocacy efforts are aimed at legislation and regulation that protect the rights of EAs to practice in California CSEA advocates for efficient and effective tax Administration as well.

CSEA maintains strong relationships with the agencies that make decisions impacting Enrolled Agents and the tax industry such as:

  • Internal Revenue Service  (IRS)
  • Franchise Tax Board (FTB)
  • California Department of Tax & Fee Administration (CDTFA)
  • Board of Equalization (BOE)
  • Employment Development Department (EDD)
  • California Board of Accountancy (CBA)
  • California Tax Education Council (CTEC)

CSEA has cultivated an effective presence in the State Capitol through:

  • Grassroot Lobbying
  • Annual Jim Stern Legislative Day
  • Active Political Action Committee (PAC)

Legislative Platform

CSEA’s Legislative Platform is established by its Board-approved position statements that address a myriad of tax administration issues currently as follows:

  1. The California Society of Enrolled Agents, consistent with the Mission Statement of the Society, will strive to protect and enhance the interests of those Enrolled Agents engaged in providing fundamental and professional tax basis accounting services.

  2. The California Society of Enrolled Agents supports legislation and regulation that promotes fair and effective tax policy which reduces taxpayer burden and opposes legislation or regulation which would inhibit or limit fair and effective tax policy and increase taxpayer burden.

  3. The California Society of Enrolled Agents opposes conformity to tax reforms that would limit the ability to claim personal itemized deductions, deduction for alimony paid, or any similar proposal that would place an additional tax burden on many California taxpayers.

  4. The California Society of Enrolled Agents believes that California law and California Tax & Enforcement agencies ought to conform to federal law as it relates to payroll tax and the definition of employee vs. independent contractor status.

  5. The California Society of Enrolled Agents supports and encourages the protections of taxpayrightsper the Taxpayers Bill of Rights , as it was intended by California law, and maintaining those same protections even upon the disbanding or dissolution of new tax administration agencies, provided that all of the privileges and rights afforded to all practitioners governed by Treasury Department Circular 230 remain in effect.

  6. The California Society of Enrolled Agents supports the concept of consolidated collection oCalifornia tax liabilities.

  7. The California Society of Enrolled Agents supports amnesty for California taxpayers to come in to compliance with any California Code and opposes any inconsistent policies among California tax and regulatory agencies that restrict or confound taxpayers’ ability to become compliant.

  8. The California Society of Enrolled Agents supports legislation or regulation intended to combat identity theft, data breaches, cyber-crime, and other scams against taxpayers, tax preparers, and government agencies, provided that such regulation does not inhibit Enrolled Agents from effectively representing taxpayers.

  9. The California Society of Enrolled Agents supports legislation or regulation which enhances the ability of professional associations to serve the interests of their members and opposes legislation and regulation which would inhibit or limit their abilities to serve the interests of their members.

  10. The California Society of Enrolled Agents opposes sales/use taxes on personal services.

  11. The California Society of Enrolled Agents opposes personal income tax withholding on independent contractors.

  12. The California Society of Enrolled Agents opposes tax agencies collecting any information other than tax information

  13. The California Society of Enrolled Agents opposes any retroactive tax increases.

Revised by the Board of Directors January, 7 2018