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Everything You Need to Know: A Comprehensive Guide to EA Exam Prep

The Enrolled Agent (EA) is one of the most respected tax credentials globally recognized to represent taxpayers in matters of taxation. As per Sep 2024, IRS Report there are more then 58,000 of active Enrolled Agents in U.S.    

What is an EA?

Holding the designation signifies that you possess a deep insight into individual and business tax codes, policies, and practices.  

EA is the highest Federally Licensed Tax Professional with the privilege to represent taxpayers before the Internal Revenue Service (IRS) for tax issues, audits, collections, and appeals. 

What EA does

EA holds a variety of roles depending on meeting the needs of its clients, far beyond the designation it holds. They actively work with individuals, businesses, Trusts, and NPOs to manage tax-related matters.  

 Preparing tax returns  

 Advising on tax preparation-related matters

 Representing Clients before the IRS

 Legally maximize tax benefits

Advantage of Earning EA designation 

  • EA is an opportunity to grow your career forward.
  • With personal development, you get authority to represent taxpayers before IRS offices.
  • Increase your earning potential to 40% higher than the national average in the U.S.
  • Establish your expertise and improve your accounting skills.

How to Become an Enrolled Agent How to Become an EA

Footsteps to become an EA

Basic Requirements to Appear for EA Exam 

There are no specific educational qualifications or prior experience criteria for aspirants to appear for the exam. However, proficiency in understanding income and tax accounting questions requires at least a high school diploma or any equivalent.  

Note: Having a bachelor's degree prior in any field relevant to business and finance can make your Enrolled Agent Exam preparation seamless and enhance your chance of landing a better high-paying job role.  

And here you go. Starting from the start. 

Get your PTIN 

Apply for a Preparer Tax Identification Number (PTIN). You can apply anytime during the year, and it must be renewed every year.   

But before applying for PTIN, equip yourself with the following   

  • Your social security number (SSN)
  • Personal and business details (name, mailing address, date of birth, PH no.). 
  • Previous year's tax return file  
  • Disclose any criminal record  

If all the above is ready with you, you can   

  • Create your IRS account 
  • Apply for PTIN application by providing the required details.
  • Pay a non-refundable nominal application fee of $19.75.  
  • After approval, the PTIN will be sent to you via email or your PTIN account.  

Note: The Preparer Tax Identification Number (PTIN) is issued to individuals only, not to businesses or firms. If you already have an online PTIN account, log in now. 

EA Exam Preparation 

The three part of the EA exam is officially called the Special Enrollment Exam (SEE). Passing all 3 papers of the SEE Exam in order to earn EA certification.  

  • Part 1 - Individual Taxation
  • Part 2 - Business
  • Part 3 - Representation before the IRS  

So, how are you going to Prepare for all three parts of your EA Exam and crack it successfully without losing a fortune of money and your precious time?   

Well, MY-CPE has the Perfect Solution for EA Exam Prep Course

MY-CPE EA Exam Prep Course

Once you complete all the classes and complete the practical Question practice sessions, you are all set to appear for the exam. Now, it is time to get your exam appointment. 

 190+ Video Lectures

 24 + Hours of Courses

 1000+ Practice Questions

 Unlimited EA Practice Examinations

 100% Value-Based Course  

 Monthly Mentoring Sessions

 Regular Online Updates Until You Pass

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Appointment for SEE Exam

Once your preparation is complete, the very next step is to register for the Special Enrollment Examination (SEE). You are free to complete three parts of the exam in any order. Schedule your exam at early slots. 

A fee amount of $203 is to be paid at the time of scheduling an appointment for each part of the exam, and you must pass all three parts of the exam within a period of 2 years.   

Checklist Before Taking SEE Exam appointment

 Obtain PTIN / Renew PTIN.

 Register for SEE Exam.

 Schedule your EA exam.

 Prepare your study schedule for the EA exam.

 Take the Exam.

EA Exam Structure

All three parts must be passed within two years. Each part of the exam consists of 100 MCQs, each lasting 3.5 hours and divided into two sections after completing one section (50 MCQs). 

Passing Criteria

In order to pass the SEE, A multiple-choice exam lasts for 3.5 hours and consists of 100 questions. The minimum passing score is 105. Enrolled agents must pass all three exam parts to become certified. 

Apply for enrollment

Once you successfully complete the three parts of the SEE exam, you are ready to Apply for enrollment, the Application for Enrollment to Practice Before the Internal Revenue Service. Pay the one-time fee of $140 online at Pay. govt Form 32. 

Background Verification

Once applied, you must pass a suitability check, which will include tax compliance to ensure that you have filed all necessary tax returns and have no outstanding tax liabilities or criminal background. 

Post Exam Steps

What to Do when You Pass! 

Once you pass all three parts of the EA exam: 

  • Get your EA license through the IRS. You'll need to complete Form 23, pay a fee, and pass a background check. You are free to apply for licensing, both online and offline.
  • Now that you are a qualified EA, it is time for you to practice and start fulfilling your continuing education requirements (72 hours every three years, including two hours of ethics). 

Conclusion

The road to becoming an Enrolled Agent can be challenging, but it's an attainable goal with the right strategies, dedication, and resources. By understanding the exam structure, preparing effectively, and staying motivated, you can successfully pass the EA exam and open doors to new opportunities in the world of tax representation.  

Now is the time to start your journey; with consistent effort, success is just around the corner. Best of luck with your EA exam prep! 

FAQs

Preparing for the EA exam depends on your educational background and familiarity with tax. Typically, preparing for all three exam parts could take 3 to 6 months. However, with prior experience in taxation, preparation can be easier and quicker.

Yes, you are allowed to retake if you fail in any of the parts of the Special Enrollment Examination (SEE). With no limit cap on exam attempts, you must pass all three parts within two years. Each time you retake a section, you will need to pay the registration fees well.

Enrolled Agents must complete 72 hours of Continuing Education (CE) every three years, with at least 16 hours of CE annually. Additionally, 2 hours of ethics education are required every year to maintain the EA designation.

Jason Dinesen
Jason Dinesen
President, Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at myCPE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

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