Help Wanted - Experienced CPA or EA - North San Diego County

North San Diego County tax office is looking for an experienced CPA or EA to join our team either seasonally or preferably full-time year-round. Our office offers income tax preparation, financial planning, bookkeeping and payroll processing.

Practice for Sale, $300,000 - Oroville

Established in Oroville for 33 years. 700 individual returns and 50 business returns. I also own the business and will sell the building or rent it.

Market Yourself and the Enrolled Agent Designation

The Public Information and Awareness (PIA) Committee has developed several PowerPoint presentations that Members can use to market themselves to specific industries.

Help Wanted - Experienced Tax Preparer - San Leandro

Small tax preparation and accounting practice in San Leandro is looking for a part-time experienced tax preparer to work year-round, with more hours during tax season. In-office job – great for semi-retired or part-time person. Lacerte is a plus.

Help Protect Your Clients from Tax-Related Identity Theft

IP PINs help prevent identity thieves from filing tax returns using stolen Social Security numbers, and are now available to anyone who can verify their identity.

EDD Update on Debit Card Security

EDD continues to work with Bank of America to ensure the continuity and security of debit card services for payment of unemployment, disability, and Paid Family Leave insurance benefits.

IRS Continues Unemployment Compensation Adjustments

IRS announced this week that another 1.5 million taxpayers will receive refunds averaging more than $1,600, as IRS continues to adjust unemployment compensation from previously filed income tax returns.

Paycheck Protection Program Direct Forgiveness Portal Coming Soon

On August 4, SBA will launch an application portal allowing borrowers with PPP loans of $150,000 or less, through participating lenders, to apply for forgiveness directly through SBA.

Tax or Accounting Practice Wanted for Purchase - Within 25 Miles of Encino

I'm an EA located in Encino, CA. If you're thinking of retirement and want to sell your practice, please contact me. I'm well qualified with lots of tax knowledge, great management skills, and fantastic, well-trained staff.

Help Wanted - EA or CPA - Yuba City

Immediate opening for tax professional EA or CPA. Potential ownership in the near future. This is a full-time position year-round. Must be experienced in personal, corporate, partnership and LLC returns.

IRS Launches Tax Pro Accounts

Tax professionals can now digitally initiate Powers of Attorney (POAs) and Tax Information Authorizations (TIAs) with IRS’s new Tax Pro Account. These digital authorization requests are simpler versions of Forms 2848 and 8821.

IRS Urges Tax Pros to Use Multi-Factor Authentication

With security incidents on the rise, IRS is urging tax professionals and taxpayers alike to use multi-factor authentication, which is available on tax software products to help protect against identity and data theft.

Taxpayer Digital Communication Initiative

The goal of IRS’s Taxpayer Digital Communication Initiative is to implement tools that make it easier for taxpayers to engage with IRS. This includes secure messaging, real-time text chat, and Outbound Notification.

Office Space Available - Seal Beach

Are you looking for a tax office to share? I have a custom designed professional tax office available, in a suite in The Shops at Rossmoor Shopping Center in Seal Beach, CA.

Help Wanted - Tax Professional - Chico or Los Altos Area

Seeking a tax professional for Individual and Entity Tax engagements. Our substantially paperless office requires computer literacy and excellent communication skills for both live and virtual client/staff interface.

Refunds for Unemployment Compensation Overpayments

IRS issued another round of refunds this week to nearly four million taxpayers who overpaid their taxes on unemployment compensation received last year.

Two-Thirds of Californians to Receive Golden State Stimulus Payments

Under the second stimulus package approved by Governor Newsom on Monday, roughly two-thirds of Californians can expect a $600 payment, thanks to the second phase of the Golden State Stimulus.

Beware of Child Tax Credit Scams

Identity thieves are using advance payments of the Child Tax Credit as bait to get people to give up their personal information.

Monthly Child Tax Credit Payments Begin

The first batch of advance monthly Child Tax Credit payments, worth roughly $15 billion, reached about 35 million families on July 15. About 86 percent of payments were sent by direct deposit.

Coronavirus Economic Relief for Transportation Services FAQs

Established by the Consolidated Appropriations Act of 2021, the CERTS Program was created to support transportation service providers affected by COVID-19.

IRS Penalty Guidance Page Updated

IRS has redesigned and expanded its penalty guidance content page. Get information about many common penalties.

Avoid These Common Errors When Requesting Advance Payments of Employer Credits

Help your clients avoid errors and processing delays when completing Form 7200, Advance Payment of Employer Credits Due to COVID-19 by double-checking these key items.

Extended Relief for Employer Leave-Based Donation Programs

IRS has extended tax relief for calendar year 2021 for employers whose employees forgo sick, vacation or personal leave because of COVID-19.

California Budget Trailer Bills Include Important Tax Provisions

On June 28, Governor Newsom and California legislators announced an agreement on a new 2021-2022 budget. Included in the agreement are a number of trailer bills that contain several major tax-related items.

Families Can Now Update Direct Deposit Information for Monthly Child Tax Credit Payments

IRS has upgraded the Child Tax Credit Update Portal to enable families to update their bank account information, so they can receive their monthly Child Tax Credit payment. Any updates made by August 2 will apply to the August 13 payment.

Advance Child Tax Credit Payments FAQ Update

Two new topics have been added to the 2021 Child Tax Credit and Advance Child Tax Credit Payments FAQs, regarding unenrolling from advance payments and identity verification.

New Advance Child Tax Credit Tools

IRS has launched two new online tools to help families manage and monitor advance monthly payments of the Child Tax Credit. These are in addition to the Non-filer Sign-up Tool, which was launched last week.

Help Wanted - EA Opportunity - San Diego

San Diego tax and accounting firm is seeking an EA with a minimum of three years of experience preparing 1040, 1065, 1120-S, 1120-C, 1041, 5471, and FinCEN Form 114 - hiring immediately. UltraTax and Spanish speaking a plus!

New Child Tax Credit Non-Filer Sign-Up Tool

IRS has launched a Non-filer Sign-up tool to help families who don't normally file tax returns register for monthly Advance Child Tax Credit payments. Payments are scheduled to begin on July 15.

IRS Collection Programs to Resume Normal Operations

IRS's automated lien and levy programs have been idle since April 2020. With the recent progress in controlling the pandemic, IRS plans to return to its normal collection casework processes later this summer.

Help Wanted - EA or CPA - San Francisco

Tax preparer with experience with individual, corporation and partnership returns is required. This is not an entry level position - at least 5 years of hands-on experience required. Full time with benefits but possible part time position also.

Tax Preparation Career - Walnut Creek

Are you a great tax professional? Stern & Associates, an EA Tax Preparation Firm in Walnut Creek & San Francisco is seeking an experienced full-time and/or a part-time Enrolled Agent or CPA. This is an in-office position at the Walnut Creek location.

CDTFA New Sales and Use Tax Rates

A number of tax rate changes will be implemented in various cities and counties throughout the state starting July 1.

FTB Update on AB 80

FTB added some information to its website today regarding AB 80 and forgiven loans, addressing income exclusion and business expense deductions.

Advance Child Tax Credit for Non-Filers

Revenue Procedure 21-24 provides two procedures for individuals, who are not otherwise required to file 2020 federal income tax returns, to file returns in order to receive: Advance Child Tax Credit payments and more.

Child Tax Credit Payments to Begin on July 15

The first monthly payment of the expanded and newly advanceable Child Tax Credit from the American Rescue Plan will be made on July 15.

EDD Guidance on New Identity Verification

Californians filing a new claim through UI Online must prove identity through EDD has produced another AskEDDy video to help claimants get through the validation process more smoothly.

Premium Assistance and Tax Credit for Continuation Health Coverage

The American Rescue Plan provides a temporary 100 percent reduction in the premium that individuals would have to pay when they elect COBRA continuation health coverage, following a reduction in hours or an involuntary termination of employment.

IRS to Terminate Inactive EAs Who Haven't Renewed

IRS has begun sending letters to EAs with SSNs ending in 7, 8, 9, or no SSN, who have not renewed for the 2018 and 2021 cycles.

FTB 2020 Tax Return Changes

Two important updates affecting the 2020 filing season have been posted to FTB’s website regarding Advance Child Tax Credit Payments, and In-Home Support Services and CalEITC.

SBA Stops Accepting Paycheck Protection Program Applications

SBA has informed lenders that the PPP general fund is out of money. The application deadline had been extended for an additional two months, through May 31, to allow borrowers time to apply for the loans.

Form 1040 Processing Timeframes

IRS is now opening mail within normal timeframes, and has also made significant progress in processing prior year returns. Unprocessed returns include those requiring correction or validation.

IRS Extends Deadline to Respond to Continuing Education Audit Letters

In consideration of the extended tax filing season, EAs receiving CE audit Letter 5781 now have 60 days from the date of the letter to respond.

Advance Child Tax Credit Payments

Advance payments of the 2021 Child Tax Credit will be made regularly from July through December to eligible taxpayers who have a main home in the United States for more than half the year.

2021 Allowable Living Expense Standards

IRS has posted the 2021 ALE standards, which are designed to reduce subjectivity when determining the basic living expenses a taxpayer can claim.

SBA Restaurant Revitalization Fund Application Portal Now Open

SBA began accepting applications for the Restaurant Revitalization Fund on May 3. The application portal will remain open until all funds are exhausted.

Practitioner Priority Service Transcript Request Issues

IRS has received complaints from tax preparers with Forms 8821 on file that transcript request calls are being transferred to the Automated Collection System.

Draft Schedules K-2 and K-3 Released

The Treasury and IRS have released updated early drafts of new Schedules K-2 and K-3 for Forms 1065, 1120-S, and 8865 for tax year 2021 (filing season 2022).

Governor Newsom Signs Paycheck Protection Program Conformity Bill

Governor Newsom has signed AB 80, bringing California into partial conformity with federal law.

Unemployment Compensation Exclusion FAQs

IRS has posted unemployment compensation exclusion FAQs on several topics, including eligibility regarding taxpayers who are MFS in a community property state.

FTB Update on Unemployment Compensation Exclusion

FTB will be correcting accounts for specific taxpayers who filed their state return prior to the IRS’ revision to exclude unemployment compensation.

Guidance on FTB Identity Verification Notices

The recent influx of FTB 4734D and 3904 notices are not the result of any altered processes, and there has been no change in the number of notices that have gone out compared to previous years.

Applying a 2020 Return Overpayment to 2021 Estimated Taxes

If an taxpayer has a 2020 overpayment and elects to credit it against 2021 estimated tax, the date it is applied depends on the payment date and the extent to which an overpayment exists as of April 15, 2021.

IRS Seeks Recommendations for Priority Guidance Plan

Notice 2021-28 invites recommendations for possible inclusion in the 2021-2022 Priority Guidance Plan. Please submit your recommendations by May 28.

Monthly Payments for Expanded Child Tax Credit Expected to Start in July

During an April 13 Senate Finance Committee hearing, Commissioner Charles Rettig said that IRS is on track to begin sending monthly payments from the new child tax credit in July.

Extended Penalty Relief for Failure to Deposit Employment Taxes

Notice 2021-24 extends the penalty relief for an employer’s failure to timely deposit employment taxes to deposits that were reduced in anticipation of various employment tax credits.

PPP Conformity Bill Amended

AB 80 was been on April 15 to a remove a provision that placed a $150,000 cap on the amount of business expenses paid for using forgiven PPP or EIDL funds that a California business can deduct.

Treasury Department Releases Important PPP Conformity Directive

The Department of the Treasury has released a long-awaited directive that will allow the California Legislature to move forward with their PPP conformity bill, AB 80.

Temporary 100 Percent Deduction for Business Meal Expenses

Notice 2021-25 provides guidance under the Taxpayer Certainty and Disaster Relief Act of 2020, which added a temporary exception to the 50 percent limit on the amount that businesses may deduct for food or beverages.

SBA Now Accepting Shuttered Venue Operators Grant (SVOG) Applications

SBA has opened the SVOG application portal for operators of live venues, performing arts organizations, museums, movie theaters, venue promoters, theatrical producers and talent representatives that closed due to COVID-19.

Several Lockbox Addresses Closing in 2022

IRS is closing several individual payment P.O. boxes, also known as Lockbox addresses, in the San Francisco, CA and Hartford, CT areas as of January 1, 2022.

IRS Suspends Requirement to Repay Excess Advance Payments of 2020 Premium Tax Credit

The American Rescue Plan Act of 2021 suspends the requirement that taxpayers increase their tax liability by all or a portion of their excess advance payments of the Premium Tax Credit (excess APTC) for tax year 2020.

Report of Foreign Bank and Financial Accounts (FBAR) Deadline Remains April 15

IRS has issued a reminder that the deadline to file an annual Report of Foreign Bank and Financial Accounts (FBAR) is still April 15.

IRS to Recalculate Taxes on Unemployment Benefits; Refunds to Start in May

IRS will automatically refund money this spring and summer to people who filed their tax return reporting unemployment compensation before the recent changes made by the American Rescue Plan.

Impact of Recent Federal Changes on the California Earned Income Tax Credit (CalEITC)

FTB is reviewing the overall impacts of the recent federal legislation as it relates to California income tax filing, and will provide additional information in the near future.

CSEA Submits Letter of Support for SALT Workaround Bill

This week, we submitted a letter of support for SB 104 (McGuire), a bill that will help California small business owners who have been negatively impacted by TCJA’s cap on state and local tax (SALT) deductions.

IRS Extends Deadlines for IRA and Health Savings Account Contributions to May 17

Individuals have until May 17 to make contributions to IRAs and health savings accounts. Foreign trusts and estates that file Form 1040-NR also have until May 17 to file and pay.

SBA Increases COVID-19 Economic Injury Disaster Loan Limit

Starting the week of April 6, the SBA will raise the loan limit for the COVID-19 EIDL program from six-months of economic injury with a maximum loan amount of $150,000, to up to 24-months of economic injury with a maximum loan amount of $500,000.

Unemployment Compensation Exclusion Update

IRS has provided detailed information regarding treatment of the unemployment compensation exclusion due to the recently enacted American Rescue Plan.

COVID-19 Personal Protective Equipment is Tax Deductible

Announcement 2021-7 clarifies that the purchase of personal protective equipment, such as masks, hand sanitizer and sanitizing wipes, for preventing the spread of coronavirus is a deductible medical expense.

2021 National Virtual Settlement Days

The IRS Office of Chief Counsel has declared March 2021 “National Settlement Month,” with events being conducted across the country.

SBA Updates Paycheck Protection Plan (PPP) First and Second Draw FAQs

The SBA has updated its FAQs for calculating maximum first and second draw PPP loan amounts.

EDD Update on Launching the American Rescue Plan of 2021

States have now received official guidance on how to implement the American Rescue Plan Act.

New SBA Shuttered Venue Operators Grant Applications Portal

The SBA has launched a splash page for the Shuttered Venue Operators Grant (SVOG) application portal, and will begin accepting applications on April 8.

Visit the Newly Redesigned Bill Watch List Page On Our Website

Recently we redesigned our Bill Watch List with our end users in mind, which means that this web page is now much more intuitive, straightforward, and easy to understand.

IRS Statement: Don’t File Amended Returns Related to the American Rescue Plan Act of 2021

IRS strongly urges taxpayers to not file amended returns related to the new legislative provisions or take other unnecessary steps at this time.

Guidance on the Employee Retention Credit and Eligibility Rules for PPP Borrowers

The Taxpayer Certainty and Disaster Tax Relief Act of 2020 lets employers that received a PPP loan claim the employee retention credit, although the same wages can't be counted both for seeking PPP loan forgiveness and calculating the credit.

IRS Guidance on Incorrect Form 1099-G for Unemployment Benefits

California taxpayers who get an incorrect Form 1099-G for unemployment benefits they did not receive should contact EDD to request a revised Form 1099-G showing they did not receive these benefits.

SBA Changes to PPP Loan Amount Calculation and Eligibility

SBA has released an update to the PPP Interim Final Rule that implements the Biden Administration’s recent PPP changes to aid the smallest businesses and the self-employed.

CSEA’s First Bill Review of the 2021 Legislative Session

Every year following the February deadline for legislators to submit new bills, CSEA staff and our Legislative Advocate, Jennifer Tannehill, review the priority bill list prepared for us by Aaron Read & Associates.

State Treasurer's Office Asks CSEA to Spread the Word on College Access Tax Credit Fund

This week, California State Treasurer Fiona Ma’s office contacted CSEA to help get the word out about the new College Access Tax Credit Fund (CATCF) program for 2021.

March 1 Filing Deadline for Farmers, Fishers

Those with income from a farming or fishing business can avoid making any estimated tax payments by filing and paying their entire tax due on or before March 1.

Electronic Filling Identification Number (EFIN) Policies and Procedures

IRS e-file providers must abide by the policies and procedures in Publication 3112, IRS e-file Application and Participation, and Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

Flexible Spending Arrangements (FSAs) and Dependent Care Assistance Programs Update

Under the Taxpayer Certainty and Disaster Tax Relief Act of 2020, employee benefit plans offering FSAs or dependent care assistance programs have additional discretion in 2021 and 2022 to adjust their programs.

CP59 Notices Sent Erroneously

Earlier this month, IRS issued CP59 notices to approximately 260,000 taxpayers stating they hadn’t filed their 2019 federal tax return.

All Economic Impact Payments (EIPs) Now Issued

IRS has now issued all legally permitted first and second round of EIPs. The COVID-Related Tax Relief Act of 2020 required that the second round of EIPs be issued by January 15, 2021.

NAEA Political Action Committee (PAC) Hosts California Congressman Jimmy Gomez

As part of its ongoing advocacy at the federal level, the NAEA PAC hosted a Q&A with Los Angeles-based Congressman Jimmy Gomez, who sits on the important House Ways and Means Committee.

New Form for Self-Employed Individuals to Claim COVID-19 Sick and Family Leave Credits

Eligible self-employed individuals can claim sick and family leave equivalent tax credits to offset their federal income tax with the new IRS Form 7202.

Urgent Electronic Filing Identification Number (EFIN) Scam Alert

IRS is warning tax professionals about a new email phishing scam that impersonates IRS and attempts to steal EFINs, with the subject line, “Verifying your EFIN before e-filing.”

CSEA Tracking Conformity Bill in Legislature

On January 21, Assembly Revenue and Taxation Committee Chair Autumn Burke introduced AB 281, a bill with intent language that will serve as the starting point for legislative discussions regarding California’s conformity with federal PPP laws.

CSEA Meets with Governor’s Office over Healthcare Mandate Penalties

On February 2, CSEA representatives met virtually with the Newsom administration to discuss healthcare mandate penalty relief for individuals who lost their employer-based coverage due to COVID-19.

EA Prompts Action on Unemployment Fraud

Big Valley Chapter Member Laura Strombom, EA reached out to KCRA Channel 3 about how identity theft unemployment fraud victims could be facing a huge tax problem.

Help Wanted - Income Tax Professional - San Bernardino

Seeking an income tax professional with experience in corporate and personal income, with some partnership and non-profit, who will be a team player in a growing office. The environment is family friendly and relaxed.

Secure Access Credentials and Authorization Upload Tool

Tax professionals who specialize in representation or other services will need a Secure Access username and password to use the new authorization form upload tool launching in January 2021.

IRS Resumes Sending 500 Series Balance Due Notices

Although the 500 series notices were suspended temporarily due to COVID-19, some taxpayers have now started to receive the updated 500 series notices with current issuance and payment dates.

Help Wanted - Seasonal Tax Preparer - Burlingame

CPA firm seeks tax preparer for 2020 season, Feb. - April 2021. Preparation of federal and state individual and trust tax returns. Full-time and part-time hours available. Knowledge of Lacerte, UltraTax and Excel a plus.

Help Wanted - Enrolled Agents - Folsom, Santa Ana and Thousand Oaks

We Need Your Expertise! Positions Available in Folsom, Santa Ana, and Thousand Oaks, CA! TaxAudit is actively hiring Enrolled Agents to represent and defend our customers in IRS and state audits.

Get Your 2020 Client Tax Newsletter

Tax season is approaching fast, and it's time to start thinking about client meetings, whether in-person or virtual. Our Client Tax Newsletter is an effective way to reach out to both prospective and current clients...

Practice for Sale - Palo Alto Area

Selling Palo Alto area tax practice. Gross annual revenue of $275,000. Asking $325,000. Willing to transfer all or part of this high-quality clientele. Approximate annual net income of $250,000.




Remember to Sign-in to your account to unlock your members-only resources.


CSEA Chapter Map

19 Chapters in CA
(plus 1 in Japan)

Tap into the power of personal connections!


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