Annual CE Requirements


Enrolled Agents

IRS requirements for continuing education differ from CSEA’s requirements. In order to maintain the license, enrolled agents must complete 72 hours within a 3-year cycle based on the last digit of their social security number. The IRS CE reporting period is by calendar year, January 1 through December 31. The IRS enforces a 16-hour minimum per year, and requires 2 hours on Ethics per year. Learn more.

Attorneys

California State Bar attorneys who are certified legal specialists in the area of Taxation Law must obtain 36 MCLE hours and must report their legal specialist education every three years. Learn more.

Certified Financial Planners (CFP)

CFP® professionals are required to complete 30 CE credit hours each two-year reporting period: 28 credit hours of General CE and 2 credit hours of CFP Board-approved Ethics CE. Learn more.

Certified Public Accountants (CPA)

CPAs are responsible for complying with all applicable CE requirements, rules and regulations of state boards of accountancy. Learn more about the CE requirements for CPAs by state.

CTEC Registered Tax Preparer (CRTP)

CRTPs must obtain 20-hours (10 hours federal tax law, 3 hours federal tax update, 2 hours of Ethics and 5 hours for State) of continuing tax education each year and must renew by October 31. Learn more.

CSEA/NAEA

CSEA/NAEA CE requirements exceed the Internal Revenue Service’s standards: Full Members and CA EA associates must acquire 30 hours of CE per calendar year.