JOIN THE GOLDEN GATE SOCIETY OF ENROLLED AGENTS!

GGSEA is a professional organization of Enrolled Agents in California, affiliated with the California Society of Enrolled Agents (CSEA) & the National Association of Enrolled Agents (NAEA).

Simply JOIN CSEA and your membership to GGSEA will be included! It is like having two organizations for the price of one!

Start CONNECTING with Tax Experts not just here in the Bay Area but throughout California! It is handy to know an expert in a specific field of taxation. No two tax situations are the same; being connected to a network of Enrolled Agents is a great way of getting specific questions answered quickly and reliably. You can even attend GGSEA tEAm Meetings or GGSEA Monthly Society meetings (which includes an education CPE).

BE THE EXPERT you’re meant to be! Nothing beats the feeling of having the Tax knowledge to show your Tax Client that you’re the right person for the job. As Tax Experts of the United State, we need to be armed with up to date information in the field of taxation and best way to get all the information is by taking Continuing Education courses, representation workshops, Monthly CPE and Annual Super Seminars with GGSEA and CSEA.

Join CSEA & GGSEA or EMAIL US

Upcoming Events

NEWS & HOT TOPICS

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...

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...

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...

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

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...

IR-2020-64: IRS issues warning about Coronavirus-related scams

4/2/2020
The Internal Revenue Service today urged taxpayers to be on the lookout for a surge of calls and email phishing attempts about the Coronavirus, or COVID-19.

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

IR-2020-62: Employee Retention Credit Information

3/31/2020
The Treasury Department and the Internal Revenue Service today launched the Employee Retention Credit, designed to encourage businesses to keep employees on their payroll.

New IRS.gov page for Operations During COVID-19 is Live

3/24/2020
As the COVID-19 (coronavirus) outbreak continues, the Internal Revenue Service is taking multiple steps to protect our employees, America's taxpayers and our partners...

Mnuchin Extends Payment Deadlines as Part of COVID-19 Response

3/17/2020
In a press conference this morning, Treasury Secretary Steven Mnuchin extended the payment deadline as part of the federal government’s COVID-19 response. The measure...

C Corp and S Corp Extension Eligibility Confirmed

3/16/2020
In a March 13 press release, the FTB announced that taxpayers affected by COVID-19 would be granted an extension for filing 2019 California tax returns and upcoming...

Franchise Tax Board Extends Filing and Payment Deadlines to June 15, 2020

3/15/2020
The FTB has issued a press release extending tax filing and payment deadlines that occur between March 15, 2020 and June 15, 2020. The new filing and payment deadline is...

Help Wanted - Enrolled Agent - Santa Ana

3/11/2020
Optima Tax Relief is looking to hire an Enrolled Agent with at least 5 years of tax resolution experience, to work directly with our CEO, and help build out the company!

2020 Legislative Session Bill Review

3/6/2020
The deadline to introduce new bills for consideration during the 2020 legislation session was February 21...

It’s Not Too Late to Help Your Clients Avoid the CA Healthcare Penalty

3/6/2020
Health insurance may not be something you normally discuss with your clients at tax time, but it should be, now that the state...

Do You Have Questions About AB 5?

2/14/2020
EAs have been trying to make sense of the many confusing circumstances that Dyanmex and AB 5 have created for California taxpayers...

Tax Planning Guides and Refund Information Publications

2/12/2020
Find useful talking points for clients in IRS Publication 5349, Year-Round Tax Planning is for Everyone. Also, take advantage of our customizable Client Tax Newsletter.

Mary Philippsen, EA Talks Taxes on FOX40

2/12/2020
Sacramento Valley Chapter President Mary Philippsen, EA recently appeared on FOX40 Live to share details of Tax Answer Day (also known as Tax Help Day), held on January 25.

Bylaws Changes Approved by Membership

2/12/2020
President Joyce Cheng has announced that CSEA Members approved the proposed changes to the Bylaws. She thanked all those who participated in the voting process.

Donated Medicinal Cannabis is Exempt from Certain Taxes

2/12/2020
Beginning March 1, cannabis retailers may donate free medicinal cannabis to medicinal cannabis patients without payment of certain taxes.

Reporting Phishing and Online Scams

2/12/2020
This tax season, remind your clients that the IRS doesn't initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information.

Due Diligence Videos

2/12/2020
Tax professionals can now view due diligence videos recorded at the 2019 IRS Nationwide Tax Forums.

Individual Health Mandate Penalty Estimator

2/12/2020
Beginning January 1, all California residents must either have qualifying health insurance coverage, obtain an exemption from the requirement, or pay a penalty when they file their state tax return.

Revised Handbook for E-File Providers

2/12/2020
Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns, has been updated.

New Requirements for DE 4, 2020 Employee’s Withholding Allowance Certificate

2/12/2020
Starting in 2020, allowances are no longer included on the redesigned Form W-4 for PIT withholdings.

Earned Income Tax Credit Q&A

2/12/2020
Preparers who are paid to complete returns claiming the Earned Income Tax Credit (EITC) and certain other credits must meet due diligence requirements.

New IRS Outreach Connection

2/12/2020
Do you need tax content to share with clients and colleagues in your social media posts, newsletters, and website? Visit IRS’ Outreach Connection

One-Stop-Shop for Identity Theft Protection

2/12/2020
IRS' new Identity Theft Central is a streamlined site for information about how individuals, businesses and tax professionals can protect themselves from ID theft and scams.

CSEA Opposes AB 1140

2/7/2020
Although EAs are exempt from the requirements of AB 1140, the Legislative Affairs Committee is preparing a letter of opposition to Assemblymember Mark Stone's office and the Legislature. The Legislative Affairs Committee feels that the bill adversely

Help Wanted - Enrolled Agent - Napa Area

2/5/2020
A large practice in Napa is in need of an Enrolled Agent, to help with taxes, client services and reporesentation. New EA welcome. Will train.

Tax Practice for Sale - Blythe, CA

1/29/2020
Tax practice for sale in Blythe, California - $150,000. About 40% Minister, Individual; 40% Corporations, Partnerships, Trusts; and 20% Non-Profit Entities. Will carry for the right buyer.

Help Wanted - Staff Accountant/Preparer - Sacramento Area

12/20/2019
Busy tax and accounting firm in the Sacramento area is looking for a full-time, year-round staff accountant/preparer. We are seeking an EA with an accounting background, familiar with tax-basis financial statement preparation and payroll processing.

Help Wanted - Experienced Tax Pro Plus New EA - North County San Diego

12/10/2019
Rare openings at a busy/diverse tax office for two positions: 1st - Experienced tax professional to prepare individual and corporate taxes; 2nd - Paid internship for a new EA.

Help Wanted - Enrolled Agent or EA Candidate - Roseville

12/3/2019
Local Roseville tax office looking for full-time Enrolled Agent or EA candidate. Working client list already in place. 400-600 clients depending on ability. Primarily individual, California-based tax returns.

IRS Gets Input from Practitioners at IMRS Meeting

11/19/2019
At the November 1 IRS Area 5 Issue Management Resolution System (IMRS) meeting, the Stakeholder Liaison requested feedback from practitioners in order to help resolve systemic issues with federal tax policies, practices or procedures.

Help Wanted - Seasonal Tax Preparer - Burlingame

11/18/2019
Small Burlingame CPA firm seeks Tax Preparer for the upcoming season, Feb. - April 2020. Preparation of individual and trust federal and state tax returns. Full-time and part-time hours available. Knowledge of Lacerte and UltraTax a plus.

Help Wanted - Seasonal Tax Preparer - Sun Valley / Burbank

11/13/2019
Tax and Financial Services firm is looking for an EA or CTEC registered tax preparer to prepare up to 100 returns during filing season. Familiarity with Lacerte is a plus.

Help Wanted - Experienced Tax Professional - Carson, CA

11/13/2019
Seeking tax professional with 10+ years of experience; skilled in using Lacerte; & excellent communication skills for face-to-face client interviews. Private firm with 60 years of history in Carson, CA.

Help Wanted - Enrolled Agent - Napa

11/6/2019
Small super-busy firm needs a part-time / full-time Enrolled Agent for taxes and help with representation in Napa, CA.

Your Client’s 1099 Should Have Been a W-2

10/24/2019
Using Form 8919 has saved employees thousands of dollars, while protecting their Social Security records and their tax status ... though it does take a little finesse to use this form and this strategy.

Help Wanted - Tax Preparer - Elk Grove

10/14/2019
Well-established CPA firm seeks a tax preparer to help with the upcoming tax season. Seasonal part-time available. Job entails preparing tax returns for individuals from information dropped off/uploaded/mailed in by clients.

Independent Contracting - How Dynamex Impacts You and Your Clients

10/10/2019
Many are aware that independent contracting laws were changed in April of 2018 when the California Supreme Court decided in Dynamex Operations West, Inc. v. Supreme Court of Los Angeles to create a new standard for classifying...

In Memoriam – Salvador “Sal” Romo, Jr., EA

10/4/2019
CSEA is sad to inform you that long-time Member and CSEA Past President Salvador “Sal” Romo, Jr., EA passed away on September 30.

Help Wanted - Enrolled Agent or CPA - Gilroy

10/4/2019
Small CPA firm located in Gilroy, CA is looking for an Enrolled Agent or CPA to work during tax season from February 1st through April 15th. Duties will include tax preparation and review. Candidate must be organized.

New Data Security Checkbox on PTIN Renewal

9/25/2019
The IRS Return Preparer Office sent a data security message to all registered PTIN holders the week of September 23, 2019, regarding the new data security responsibilities statement and checkbox for PTIN renewals.

Help Wanted - Enrolled Agent - Placerville Area

9/25/2019
Looking to partner with an experienced EA in the Placerville area. Ideal candidate specializes in business tax returns and understands financial statements.

New Procedures for Certain Expatriates to Come into Tax Compliance

9/16/2019
The IRS has announced new procedures enabling certain individuals who relinquished their U.S. citizenship to come into compliance with their U.S. tax and filing obligations and receive relief for back taxes.

Temporary Exclusion from the Passport Certification Program for TAS Cases

9/16/2019
The IRS recently agreed to temporarily exclude taxpayers with open Taxpayer Advocate Service (TAS) cases from passport certification and to reverse certifications for TAS taxpayers who were certified before coming to TAS.

Always on Watch - Final Suspense File Bills

9/16/2019
This year, two bills that we are tracking have been put on suspense file, which is where bills costing more than $150,000 are kept while leadership determines the bills’ costs and priority level for the majority party.

FTB September 2019 Tax News

9/16/2019
FTB's September 2019 Tax News helps you stay ahead of the curve on issues that affect you and your clients.

Philip Levine, EA Speaks Up for Enrolled Agents

9/16/2019
After reading an article on taxation in The Mercury News that omitted to mention Enrolled Agents, Mission Society Director Philip Levine, EA, MBA wrote to the author to promote the EA profession.

Know the Signs of a Data Breach

9/16/2019
To protect your clients and your tax practice, learn the tell-tale signs that your office may have experienced a data theft.

Final and Proposed Regulations on New 100 Percent Depreciation

9/16/2019
The Treasury Department and the IRS have released final regulations and additional proposed regulations under IRC § 168(k) on the new 100 percent additional first year depreciation deduction.

Marketplace Facilitator Act Update

9/16/2019
Per CDTFA, marketplace sellers that sell tangible merchandise through a marketplace such as an Internet website may not be responsible for the sales or use tax on those sales.

IRS EA Logo Available for Download

9/16/2019
The IRS announced this week that the Enrolled Agent logo, which was revised in May 2018, is now available for download in black/white and color versions.

CSEA Earns Huge Legislative Victory

9/16/2019
CSEA is happy to report that an EA exemption to Dynamex has been amended into AB 5!

New Online Tax Guide for Local and District Taxes

9/16/2019
CDTFA’s new online Local and District Tax Guide for Retailers helps retailers properly to allocate local tax and determine how district taxes apply to their business transactions.

California’s Individual Health Care Mandate

9/16/2019
California’s new state individual health care mandate takes effect on January 1, 2020, and requires Californians to have qualifying health insurance coverage throughout the year.

Help Wanted - Enrolled Agent or CPA - Gilroy

9/5/2019
Small CPA firm located in Gilroy, CA is looking for an Enrolled Agent or CPA to work during tax season from February 1st through April 15th. Duties will include tax preparation and review. Candidate must be organized.

CSEA - NAEA Affiliation Status

8/30/2019
CSEA President Joyce Cheng, EA discusses the reasons behind this decision and why Members should support both organizations going forward.

Promoting EAs at the 2019 Diwali Festival of Lights

8/27/2019
Mission Society of Enrolled Agents (MSEA) will be hosting a booth at the Diwali Festival in Cupertino on October 12 to promote the expertise of Enrolled Agents.

Office Space for Lease - North OC

8/22/2019
1 or 2 professional offices available for lease in North Orange County. Approximately 12x12. Includes receptionist support, utilities, internet, VoIP telephone system, as well as possible access to tax and accounting software.

Help Wanted - Enrolled Agent - Palo Alto

8/19/2019
Small firm seeking experienced EA with knowledge of individual and business returns. Flexible hours. Knowledge of UltraTax and QuickBooks preferred. Send resume with references to juliet@jagtax.com.

Help Wanted - Enrolled Agent - Irvine

8/16/2019
Applied Financial Planning, Inc. is seeking an EA with 2+ years of experience. Corporate & Trust returns a plus. Position is seasonal, FT, 40-50 hours per week, Monday through Friday and often on Saturdays, during the months of January through April.

Help Wanted - Enrolled Agent or CPA - Gilroy

8/12/2019
Small CPA firm located in Gilroy, CA is looking for an Enrolled Agent or CPA to work during tax season from February 1st through April 15th. Duties will include tax preparation and review. Candidate must be organized.

Help Wanted - Enrolled Agent - San Diego

8/12/2019
Established tax and accounting firm seeking full time EA. Candidates must have 3 to 5 years of experience with individual and corporate tax preparation. Working knowledge of taxation is a must. Bachelor’s degree.

Help Wanted - Two Tax Professionals - Sacramento

8/5/2019
California Tax Boutique is searching for two tax professionals for our insanely busy practice. You should have experience with business and personal returns. We have one year-round position and one tax-season position available.

Super Seminar 2019 Photo Album

7/23/2019
Super Seminar 2019 provided great opportunites for learning, networking and fun!

Help Wanted - CPA or EA - Goleta

7/17/2019
Walpole is a successful full-service CPA firm with over 40 team members. We are looking for a CPA or EA to review, prepare, and file moderate to highly complex returns.

Help Wanted - Enrolled Agent or CTEC - Oakland

7/15/2019
Equity position available. Small Oakland firm has older EAs who are looking to retire soon. We are looking for an EA (or CTEC working on their EA) to take over the business in the next few years. Terms are very negotiable.

Warm Thanks to Super Seminar 2019 Volunteers

7/12/2019
CSEA thanks all of the volunteers and any others who may have jumped in to help make Super Seminar 2019 a huge success.

Help Wanted - Enrolled Agent - San Diego

7/8/2019
Established tax and accounting firm seeking full time EA. Candidates must have 3 to 5 years of experience with individual and corporate tax preparation. Working knowledge of taxation is a must. Bachelor’s degree.

Help Wanted - CPA or EA - Chico

7/1/2019
Wanted full time CPA or EA with 3-5 years of experience in bookkeeping and tax, to work in Chico, CA. Must be familiar with QuickBooks, Lacerte or UltraTax. Salary and benefits based on experience.

Practice for Sale - Palm Springs Area

6/20/2019
Selling Palm Springs area tax practice servicing 375 individual and 15 business tax returns grossing approximately $90,000/year.

Help Wanted - Sales Associate

6/20/2019
Spidell Publishing is looking for a Sales Associate to add to our team. This individual will be responsible for supporting the overall sales efforts of the company, which include travel to live seminars by Spidell and others.

Help Wanted - Enrolled Agent or EA Candidate - Sacramento Area

6/10/2019
Year-round tax office looking for an EA or EA candidate for processing of 300-400 1040 tax returns. UltraTax & Quickbooks experience preferred. Please provide references and compensation with your resume. Email to dwaine@koitax.com.

Help Wanted - Enrolled Agent - Tracy

6/4/2019
Small family office of 35+ years with CFP, CHFC professional seeks an experienced EA to join the team. Our business model is full financial planning including taxes, insurance, and investments, specializing in retirement.

Help Wanted - Enrolled Agents - San Diego

6/3/2019
Busy North County San Diego CPA firm seeks full time seasonal EAs to prepare Corporate, 1041s and 1040 returns during the upcoming 2020 season. Knowledge of Lacerte a plus. Flexible hours and excellent work space.

Help Wanted - Enrolled Agent - Encino

5/29/2019
Seeking a full-time Enrolled Agent with tax resolution experience. We offer full benefits, health, vision and dental. We offer flexible hours and a casual work environment. We're seeking an individual to start in the next two weeks.

Help Wanted - Full Charge Bookkeeper

5/21/2019
San Diego Tax & Accounting office is looking for a skilled Full Charge Bookkeeper. Proficient in QuickBooks, AME, Word, Outlook and Lacerte. Submit resume to Lisa@LindgrenFS.com. Include references and short introductory paragraph.

CSEA Upcoming Events

4/9/2019
The calendar of Society events has been set for the 2019-2020 governance year.

Legislative Fix for Qualified Improvement Property

4/8/2019
Sacramento Valley Chapter Member David Fogel, EA, CPA is alerting Members to forthcoming legislation designed to correct a drafting error regarding the definition of QIP.

Tax Preparer Fee Disclosure Bill Will Not Affect Enrolled Agents or CPAs

4/8/2019
AB 1140 would require non-enrolled preparers to disclose costs and fees being charged to clients who are claiming either CalEITC or EITC.

April 15 FBAR Filing Deadline

4/8/2019
U.S. citizens and resident aliens who have a foreign bank or financial account must file their annual FBAR by April 15.

FTB April 2019 Tax News

4/8/2019
FTB's April 2019 Tax News helps you stay ahead of the curve on issues that affect you and your clients.

FTB Warns of Tax Scams

4/8/2019
FTB is reminding preparers and taxpayers to take steps to protect themselves from scam artists seeking to steal refunds and identities.

This Simple Step Will Improve Your Extension Season

4/2/2019
Changes are coming to the FTB website on July 1 that will impact our Members during this fall’s extension season.

You Need a Plan to Protect Taxpayer Data

4/2/2019
Data security is a necessity for every tax professional, and protecting taxpayer data is your legal responsibility.

EDD Combats Identity Theft

4/2/2019
EDD is urging employers to carefully review EDD statements.

Phase Out of Credit for Plug-in Electric Drive Motor Vehicles

4/2/2019
Notice 2019-22 announces the credit phase-out schedule for new qualified plug-in electric drive motor vehicles sold by General Motors.

Tax Transcript Redaction Issues Corrected

4/2/2019
The Transcript Delivery System was updated on March 22, 2019 to correct the issues in the tax transcript masking process.

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

GGSEA NEWS

WINNER! Norman M. Golden, EA - "EA of the Year"

At the recent California Society of Enrolled Agents Grand Banquet awards and installation dinner, GGSEA member, Norman Golden, EA, was named "EA of the Year"!
Norman is a Past President of GGSEA, Past President of CSEA, and this is his SECOND time winning "EA of the Year"!
Congrats Norm!

MONTHLY MEETINGS

Golden Gate’s monthly membership dinner meetings are generally held on the third Thursday of the month. No member meeting is held in April due to tax season deadlines.

Registration/Hospitality generally begins at 6:00 PM.
Dinner Service at 6:45 and the Education Program at 7:30,
Timing of individual meetings, however, may differ slightly due to increased CE hours or additional agenda items such as membership voting.

Click  button below to register for the next meeting.
Be sure to register early to avoid a late charge.

Upcoming Events  or EMAIL US