Get Ready

How to prepare for the exam


Classes & Dates

For your calendar


Enroll

Pricing, materials, registration

CSEA is committed to helping anyone in the tax preparation industry to reach the highest possible levels of education and achievement in their careers.

That's why we have created an extensive EA Exam Preparation program for those wishing to become an Enrolled Agent (EA) - acquiring this prestigious designation can make a big impact on your professional life.

Weekly, Live, Online Classes - every Wednesday evening from 6:30pm-9:30pm Pacific Time, starting on August 2, 2023. 

August 2-16:  Representation, Practices and Procedures (Part 3)
August 30-September 27:  Individual Taxes (Part 1)
October 11-November 15: Business Taxes (Part 2)

A Powerhouse Partnership - we have partnered with Gleim to create a program that offers the best of both worlds:
o Full access to Gleim’s Premium EA Review system, which provides an online academic platform with interactive study materials, quizzes and practice exams, plus you’ll receive printed textbooks, too.
o Weekly classes will be taught by Enrolled Agent instructors to enhance the virtual study experience and bring the materials to life in the real world with experienced tax experts.

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CSEA is pleased to offer flexible registration options to meet your specific needs.

Register for Single Parts

Price includes live instruction and the Gleim Premium EA Review System for the part(s) selected.

Part 1 – Individual Taxes  $600

Part 2 – Business Taxes  $660

Part 3 – Representation, Practices & Procedures  $380

If you have previously purchased Gleim materials...

You can customize your registration if you already own part or all of the Gleim Premium EA Review System.

First, determine what parts of the Gleim System you already have. Next, simply follow the on-screen instructions on the registration page to remove the default Gleim materials charge and add what you need to customize your registration. Registration fee will be calculated as follows.

Instruction (base registration):

  • All 3 parts: $840*
  • Part 1: $415
  • Part 2: $445
  • Part 3: $235
*$950 after July 25

Plus Gleim materials as needed:

  • Part 1: $185
  • Part 2: $215
  • Part 3: $145

Cancellation & Refund Policies

» Cancellation Prior to First Class

You may cancel your registration prior to the first class by completing the Cancellation/Withdrawal form.

The following amounts will be deducted from your refund

  • $100 cancellation fee
  • Cost of Gleim materials (up to $500, depending on return options selected)

You will have the option to return your textbook(s) and/or cancel access to the Gleim Premium EA Review System.  Your credit from Gleim will be based on the condition of the books when returned and the number of modules completed in the system. CSEA will process your refund after Gleim receives the textbook(s) and informs CSEA of the credit for materials.


» Withdrawal After Class Starts

If you withdraw after the first class, refunds and credits will be based on the date of withdrawal and the course option purchased. Withdrawal date will be based on the date when the Cancellation/Withdrawal form is submitted.

Full EA Exam Prep Course (all 3 parts)

  • Before August 9, 2023: You will be eligible for refund of fees and materials per the cancellation fee above.
  • For withdrawals received on or after August 9, 2023 CSEA will refund your registration fee minus:
    • $100 cancellation fee
    • Gleim materials ($500)

 Purchase of Single Parts

  • Before the second class: You will be eligible for refund of fees and materials per the cancellation fee above.
  • After the second class, CSEA will refund your registration fee minus:
    • $100 cancellation fee
    • Gleim materials ($200)

If you have any questions about your existing Gleim system access, contact Courtney Sefjack @ Gleim, 800.874.5346 ext. 421. Note that in addition to Gleim's online materials, you may need to order updated books (for a shipping fee), and Courtney can help arrange this for you. Gleim updates their materials annually and this class uses the latest materials.

Classes & Dates

Date/TimeSession Description
Wednesday, August 2
6:30 PM - 9:30 PM

Part 3, Week 1

Units 1-2
Practice Before the IRS
Tax Preparers and Penalties
Wednesday, August 9
6:30 PM - 9:30 PM

Part 3, Week 2

Units 3-5
Representation
Examination of Returns and the Appeals Process
The Collection Process
Wednesday, August 16
6:30 PM - 9:30 PM

Part 3, Week 3

Units 6-7
Tax Authority
Recordkeeping and Electronic Filing
Wednesday, August 30
6:30 PM - 9:30 PM

Part 1, Week 1

Units 1-2
Filing Requirements
Gross Income I
Wednesday, September 6
6:30 PM - 9:30 PM

Part 1, Week 2

Units 3-6
Gross Income II
Business Deductions
Above-the-line Deductions and Losses
Itemized Deductions
Wednesday, September 13
6:30 PM - 9:30 PM

Part 1, Week 3

Units 7-8
Qualified Business Income Deduction, AMT & Other Taxes
Tax Credits, Other Taxes, and Payments
Wednesday, September 20
6:30 PM - 9:30 PM

Part 1, Week 4

Units 9-11
Property Transactions: Basis and Dispositions
Related Parties, Business Property, and Installment Sales
Nonrecognition Property Transactions
Wednesday, September 27
6:30 PM - 9:30 PM

Part 1, Week 5

Units 12-14
Individual Retirement Accounts
Gift Tax
Estate Tax
Wednesday, October 11
6:30 PM - 9:30 PM

Part 2, Week 1

Units 1, 2, 4 & 8
Entity Types, Methods, and Periods
Income and Farms
Business Expenses
Credits, Losses , and Additional Taxes
Wednesday, October 18
6:30 PM - 9:30 PM

Part 2, Week 2

Units 9-11
Contributions to a Partnership
Partnership Operations
Disposition of a Partner's Interest
Wednesday, October 25
6:30 PM - 9:30 PM

Part 2, Week 3

Units 12-14
Corporations
Corporate Formation
Corporate Income, Losses, and Deductions
Wednesday, November 1
6:30 PM - 9:30 PM

Part 2, Week 4

Units 15-17
Corporate Distributions
Corporate Liquidations and Redemptions
S Corporations
Wednesday, November 8
6:30 PM - 9:30 PM

Part 2, Week 5

Units 18-19
Decedent, Estate, and Trust Income Tax Returns
Retirement Plans for Small Businesses
Wednesday, November 15
6:30 PM - 9:30 PM

Part 2, Week 6

Unit 20
Exempt Organizations Death and Taxes