r/enrolledagent

Anyone else concerned AI will take their job next busy season? I’m a remote 1040 tax preparer and am concerned.

Any opinions on which EA review course has most fully implemented AI enhancements in study/quizzing into their process. For example, it’s possible to create a Gemini Gem loaded with various IRS Pubs - 17, 230 etc. and instruct it to generate exam questions.

Hi All, I am preparing for part I, Individuals. Are there any study group or people who would like knowledge share and prep together? Would like people to share their exam strategy.

I’m what Intuit calls a multi -domain expert. Just came off my first season supporting TurboTax and back to QuickBooks Support now. extremely likely I’ll be called up to support TurboTax next year, so I’ m interested in EA Study, at least Pt 1 for next season. Seems like my whole job is AI - I couldn’t have survived a season in TurboTax without it. So I’m wondering

I’m applying for an EFIN for my newly formed single-member LLC tax practice and I’m stuck on the Principal/Responsible Official section.

My situation:

- PTIN: active
- LLC: formed
- EIN: obtained
- Tax Pro Account: active
- Immigration situation: pending asylum, valid SSN, work authorization, pending I-485 (adjustment application filed), but no green card yet

The EFIN application asks for citizenship status and only gives me these options:

- U.S. Citizen
- Legal Resident Alien
- Nonresident Alien

I’m confused because:

- I’m not a U.S. citizen
- I’m not a green card holder
- I file taxes as a resident for tax purposes, but I know tax residency and immigration status are different things

Has anyone with a similar situation successfully obtained an EFIN? Which option did you select, and were there any issues during the IRS suitability review?

Not looking for guesses — I’m hoping to hear from people with actual experience or IRS guidance.

Hi everyone, I just completed my Tax Prep exam, I received the email from credly and accepted the badge. I clicked on Connect to Recruiter and filled out the form. When I hit submit I received the error "Valid Domain Badges Missing"

I noticed that in the badges section, neither tax level 1 or tax prep badge is showing and the completed section is only showing greyed out boxes.

I went back to Credly and verified the badges were accepted and was set to automatically transfer to Intuit. Has anyone experienced this before? Any ideas to troubleshoot? I have cleared cache and cookies, tried incognito and a new browser. I'm currently using Chrome. Help!!

Hi everyone,

I posted about this situation a couple of months ago, but I think a lot of people were confused by the way I explained it or thought it was a joke. So here are more details.

I work at a small accounting firm with around 30 employees. About 10 of us work in individual and corporate tax, while the others are mainly in audit. We currently have 3 managers. 2 focused on corporate tax and 1 focused on individual tax.

About a month ago, the individual tax manager left the company. As a result, all the individual tax files were transferred to one of the corporate tax managers, even though she has very limited knowledge with individual tax returns since her background is mainly corporate tax.

The issue is that whenever my colleagues or I submit individual tax returns to her for review, she often sends review notes late at night or during weekends, even during periods when she does not appear busy. I asked her about it as we are close, and she told me that her husband who works at another accounting firm and is an individual tax manager there who usually reviews the returns for her because she is not capable of reviewing individual returns herself.

As far as I know, our firm is not aware that returns prepared by our firm are sometimes being reviewed externally by her husband at another accounting firm.

My question is: is this even legal or allowed from a professional standpoint? What kind of consequences could there be for my manager, the firm, or even the husband if the IRS, CPA, EA, or a client found out about this?

Hey guys, I just scheduled my Part 2 for July 11. Is 8 weeks enough time to really lock in and prepare? Any tips on studying efficiently? For context, I’m a CPA with three tax seasons under my belt. I’m using Surgent along with the Hock book—do you think that’s sufficient? Any tips will be grateful.

Testing opened on July 1. Are these the only dates to book an exam for the entire year, or are additional dates planned and not yet updated?

https://preview.redd.it/romaizazxs0h1.png?width=478&format=png&auto=webp&s=c79e9423fccbc04355d34bd408a6066103267a5e

I’m starting a study group for Test 3, and we’re going all in.

We’ll be studying 6 days a week for 2 months straight, no skipping, no excuses. Just focused prep, accountability, and crushing this thing together.

If you’re serious about passing Test 3 and want to be added to the group, drop a comment below and I’ll add you.

Let’s get it done this summer.

any tips for remember the basis in involuntary conversion and like kind exchange?

Anyone here currently studying for the EA exam?
I noticed there aren’t many active EA communities compared to CPA groups, so I started a small study/accountability group for people working toward becoming Enrolled Agents.

It’s still small right now, but honestly that’s what makes it nice more personal, less overwhelming, and easier to actually help each other out.

If anyone wants to connect, share study tips, stay motivated, or just suffer through tax material together feel free to join.

https://groupme.com/join\_group/114804684/DetEXem8

Title says it all. Currently studying for the CFP, and if I pass this summer, I’d like to start studying for the EA in January.

With that said, I don’t have any tax experience and am early in my career. The only exposure to tax I have is studying for the CFP and educating clients on tax implications.

Seeing that I have little to no real-world tax experience, I would love guidance on how to actually prepare for this and learn it well.

These are the questions I have:

1. Best prep provider
2. In which order should I take the exams (CFP covers individual taxation so there could be some good overlap)
3. How to actually structure a study block once I pick a provider

I would appreciate any insight from this community! I am not kidding myself, this will be a challenge - but well worth it!

WHY THE ANSWER IS D？ The MAGI already exceeds the $15,000 limit for a single filer. Why is there still a $24,000 deduction being applied?”

Anyone want to join a group on Group Me to be study partners or share tips etc on the level of what where you at. Please see link. https://groupme.com/join\_group/114804684/DetEXem8

I've been an EA for a decade or so, working for H and R Block in Cleveland. I do 300 returns or so a year, almost all 1040s, but I need a change. With the new bill I probably qualify for Canadian citizenship.

So is there anybody who has an EA job in Canada?