Steps to Becoming an Enrolled Agent 2021

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  • เผยแพร่เมื่อ 25 ต.ค. 2024

ความคิดเห็น • 120

  • @tonia8561
    @tonia8561 3 ปีที่แล้ว +17

    The PTIN renewal is not free for 2021 tax year. Renewing by December 2020, you have to pay $35.95 ($21 renewal of application fee and $14.95 for third party contractor fee for processing) This happened in July this year. You would think because of covid and loss of income for so many, this would’ve been waved this year.

  • @frankmartinez6888
    @frankmartinez6888 ปีที่แล้ว +1

    Thank you for the step by step, in depth detail on how to become an EA. Very much appreciated.

  • @mirlinek
    @mirlinek 4 ปีที่แล้ว +11

    This was very informative. Thank you. I wish I knew about certifyible before taking the courses with my local college

  • @gloriaeloiza
    @gloriaeloiza 3 ปีที่แล้ว +15

    As a first child of immigrants this is so scary not having someone to help guide me. But thank you so much this is very helpful!

    • @MeZzZzZzZzZzZzZzZzZ
      @MeZzZzZzZzZzZzZzZzZ ปีที่แล้ว +1

      What does being an immigrant have to do with anything?

    • @witnessthewrath8061
      @witnessthewrath8061 ปีที่แล้ว +1

      @@MeZzZzZzZzZzZzZzZzZ nothing it’s a fail safe

  • @MrUGA2010
    @MrUGA2010 11 หลายเดือนก่อน

    Im a real state agent, working for HRBlock seasonal for past 5years; also i have full time job at a local credit union in lending department, my next step is to become EA and this layout of things that needed to become an ER are perfect summary for myself of what do do next in my professional journey
    Also im coming from education back ground too
    Thanks for the video

  • @fritzalsaint7666
    @fritzalsaint7666 ปีที่แล้ว +1

    Great video!!! Congratulations!

  • @fritzalsaint7666
    @fritzalsaint7666 ปีที่แล้ว +1

    Become an Enrolled Agent is my biggest dream for now.

  • @benferrari5518
    @benferrari5518 3 ปีที่แล้ว +4

    thanks for the content. I found this extremely helpful

  • @TheEllinagkwon
    @TheEllinagkwon 2 ปีที่แล้ว

    The enrollment and renewal of enrollment user fees for enrolled agents are now from $67 to $140. It’s huge increase.

  • @cmpetero5328
    @cmpetero5328 2 ปีที่แล้ว +1

    I am currently utilizing GLEIM to study for my EA.

    • @Kzn4576-i3c
      @Kzn4576-i3c 3 หลายเดือนก่อน

      How did it go? Did you pass it?

  • @lawrenceward2366
    @lawrenceward2366 ปีที่แล้ว

    Thanks for the outline. Very helpful

  • @mudassarbashir7495
    @mudassarbashir7495 5 หลายเดือนก่อน +1

    Start at 1:42

  • @AM-hl4tv
    @AM-hl4tv 4 ปีที่แล้ว +3

    Hi Crysta, thanks for this video (and other videos!). I’m very new to tax in general. Yesterday I signed up for an in person class at a local office (popular chain) for the CTEC; this might be a dumb question but is it required prior to becoming an EA? (California) If not, would you recommend just putting more time into studying for the SEE instead? And would you suggest working with an office before going out on your own?

    • @saurabh459
      @saurabh459 3 ปีที่แล้ว +2

      CTEC isn't a prerequisite for being an EA. Yes Tax experience does help a ton

    • @AM-hl4tv
      @AM-hl4tv 3 ปีที่แล้ว +1

      @@saurabh459 Thank you, I appreciate the reply

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว +1

      Hi, RD! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @waquandapowe
    @waquandapowe 2 ปีที่แล้ว

    Thank You will be signing up ea course I have my ptin number did taxes last year appreciate this video so much

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      We are ecstatic to have you join our student community, Waquanda!
      Let us know if you need anything, and best of luck to you!
      - Alexandria Johnson, Crysta's Customer Success Manager

  • @IMcr1.s
    @IMcr1.s 2 ปีที่แล้ว

    Hey Crysta going for another round this year for the EA exam.

  • @melissaa2785
    @melissaa2785 4 ปีที่แล้ว +13

    They are charging for the ptin now 😢

    • @AlexT2048
      @AlexT2048 4 ปีที่แล้ว +5

      charging $35 per renew

    • @petemarqdadon
      @petemarqdadon 4 ปีที่แล้ว

      Yep paid to renew mine yesterday

    • @lenoriam.2259
      @lenoriam.2259 3 ปีที่แล้ว

      I know. I wonder why

    • @DW5918
      @DW5918 3 ปีที่แล้ว +1

      Yes!! I just paid $45.00 for my PTIN. My first time.

  • @ramaneswararaorongala7263
    @ramaneswararaorongala7263 8 หลายเดือนก่อน

    Well explained👏

  • @KickingOnDaTube
    @KickingOnDaTube 3 ปีที่แล้ว

    Thank you for this video. It was very useful for me.

  • @renaokan994
    @renaokan994 ปีที่แล้ว

    Thank you, very helpful video

  • @miribanwu8221
    @miribanwu8221 3 ปีที่แล้ว +3

    can I ask how long it takes IRS to do background checks after we apply to become an enrolled agent?

  • @naveenkc8164
    @naveenkc8164 2 ปีที่แล้ว +2

    Hi Crysta, this was really a helpful video but wanna know is there a time limit after clearing each exam for attending the next one

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว +1

      Hello Naveen! Generally scores carry over for two years. To provide candidates flexibility in testing because of the global pandemic, the two-year period has been extended to three years.
      Kindly check out this link for more information and other answers to questions you may have: bit.ly/3CfY5B3
      - Alexandria Johnson, Crysta's Customer Success Manager

    • @naveenkc8164
      @naveenkc8164 2 ปีที่แล้ว

      Thank you

  • @hsinglu
    @hsinglu 3 ปีที่แล้ว +2

    Any tips on how to study for the tests? Like are you supposed to memorize the entire tax laws? Any memorization tips?

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว +1

      Hi Jerry! Please send us an email at Hello@CrystaTyus.com so I can send you more info!

  • @simrankaur-eq8ew
    @simrankaur-eq8ew 8 หลายเดือนก่อน

    Hi,
    I have a PTIN number, so what is the next step?

  • @Rhonda858
    @Rhonda858 2 ปีที่แล้ว +1

    Should I become a AFSP preparer before I enroll in E.A course? So I can get the basic knowledge on how to prepare taxes before I enroll in a more in depth longer course?

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      Hey there, Rhonda!
      Kindly note that many of our students come from a background of zero tax or bookkeeping knowledge.
      If this sounds like you, we recommend our 1040 Tax Preparation Mastery course to learn how to prepare individual taxes.
      You can find it here: certifyible.com/course/1040-tax-preparation-mastery/110
      You can buy the course outright- or join our subscription membership to gain access to this course and more
      Our 97/month tier gives you access to ALL of our courses and live trainings.
      You can view the membership levels here: certifyible.com/membership-program
      Kindly note that this course is available with every level.
      We hope this helps!
      - Alexandria Johnson, Crysta's Customer Success Manager

  • @KarenMossTimothyIAMNESS
    @KarenMossTimothyIAMNESS 4 ปีที่แล้ว +1

    Hi Crysta can one take the ERA and get a PTIN if they only have a TIN have never filed taxes but have completed certification as a tax preparer and had a spouse who filed but back in 2008?

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว

      Hi, Karen! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @gurusaiprasannakumar9428
    @gurusaiprasannakumar9428 3 ปีที่แล้ว

    Hi. Thanks for the detailed video. Can you also let us know, if people from other countries can also do this?

  • @willkitching1211
    @willkitching1211 2 ปีที่แล้ว

    Excellent!

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      Glad you liked it, Will! - Alexandria Johnson, Crysta's Customer Success Manager

  • @DJ-tz4wl
    @DJ-tz4wl 4 ปีที่แล้ว +6

    Can you mention the other courses that some of your students found successful in helping them pass the EA exam?
    Should we take all parts the same day or spread them out?

    • @saurabh459
      @saurabh459 3 ปีที่แล้ว +1

      spread them out as per your convenience

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว +1

      Hi, DJ! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

    • @PrettyandBlessed888
      @PrettyandBlessed888 3 ปีที่แล้ว

      Each test is over an hour long and there’s three of them. I took mine weeks apart

  • @suferiamccollum-mobley2022
    @suferiamccollum-mobley2022 2 ปีที่แล้ว

    I have a PTIN and EIN for tax preparation. I need updates.

  • @tanmay8531
    @tanmay8531 3 ปีที่แล้ว +1

    Hey Crysta, I'll be giving the 3rd part ......
    .... and i've got a student loan so would that be problem in getting lisenced ?

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว +1

      Hey Tanmay! The suitability check places focus on tax compliance, tax liabilities; and criminal background, but you can reach out to the Office of Enrollment for specific questions: 855-472-5540 (Hours of operation are 6:30 a.m. - 5:00 p.m. CT).

    • @tanmay8531
      @tanmay8531 3 ปีที่แล้ว

      @@crystatyusea thank you

  • @swarnavobose7377
    @swarnavobose7377 ปีที่แล้ว

    Hi, This was helpful! I have a question as I am a rookie, can I take one paper at a time? Is that a possible way ?

  • @amritashah5269
    @amritashah5269 3 ปีที่แล้ว +2

    I do not have an experience in US Tax .. should I go for EA certification?

    • @Vamshi5912
      @Vamshi5912 3 ปีที่แล้ว

      Yes you can ,the only requirement to to Do EA is you have to be 18+ old and a valid passport

  • @hollyzech8500
    @hollyzech8500 3 ปีที่แล้ว

    Crysta Tyrus, do you happen to have the links to the resources? Thank you!

    • @jjgarcia1566
      @jjgarcia1566 3 ปีที่แล้ว

      Its the first link on the info box of this vid 👍🏼

  • @micheledeuhsfpc232
    @micheledeuhsfpc232 ปีที่แล้ว

    Can you get certified for just part 1 only? I understand you take the three exams separately, but do get a certificate for just doing part 1?

  • @BrayanMartinez-on3zm
    @BrayanMartinez-on3zm 4 ปีที่แล้ว +1

    Hi Crysta I hope your doing ok. What is the website you talked about a few weeks ago which offer the course for EA and other bookkeeping and tax courses?

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว

      Hi, Brayan! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @norrisrussum7632
    @norrisrussum7632 2 ปีที่แล้ว

    You mention that you used the study material from passkey. They create new material each year, do the laws change so dramatically that if I study the 2022 version, I would not do well taking the test(s) in 2023?

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว +1

      The law is updated every year so you want to be sure to use the current version for the current testing cycle. The testing cycle May 1, 2022-Feb 28, 2023 will be testing on 2021 tax law.

  • @kevinwnek6177
    @kevinwnek6177 ปีที่แล้ว

    Could the EA application initiate an audit?

  • @therookiefisherman5234
    @therookiefisherman5234 2 ปีที่แล้ว

    I have watched a ton of videos on EA/tax preparers however no one talks about what things you cant have on your records that will prevent a person from getting approved as an EA or maybe it doesn't matter? Let's say you have been arrested at some point in your life or you are on a tax payment plan please advise.

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      Hello there! Here are some answers directly from the IRS website: www.irs.gov/tax-professionals/enrolled-agents/enrolled-agents-frequently-asked-questions
      Question: What types of criminal convictions would negatively impact consideration of an application for enrollment?
      Answer: In general, any criminal offense resulting in a felony conviction under federal tax laws or a felony conviction related to dishonesty or a breach of trust, that is less than ten years old.
      Question: What types of tax issues could negatively impact consideration of an application for enrollment?
      Answer: In general, any overdue tax return that has not been filed or any unpaid taxes unless acceptable payment arrangements have been established.
      Kindly refer to Circular 230 for complete guidelines on who can become an EA.
      We hope this helps!
      - Alexandria Johnson, Crysta's Customer Success Manager

  • @edwing8895
    @edwing8895 2 ปีที่แล้ว +1

    Great video! I’m looking to becoming a EA, currently I work as a Sr Tax Specialist at H&R Block, and I’m looking to becoming an EA for more opportunities within Block.

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว +1

      Hi Edwin! It's great to hear that you are interested on becoming an EA. If you need supplemental materials and support, you may want to check out the Certifyible EA Course. Check this link: www.certifyible.com/home/becoming_an_enrolled_agent 😀

  • @mikejackson3619
    @mikejackson3619 2 ปีที่แล้ว

    Hello, does anyone know anyone that commercial for the tax business

  • @sirrenederrick6653
    @sirrenederrick6653 4 ปีที่แล้ว

    Greetings Queen, I love your videos. I know you prefer the my tax prep office software, can you tell me your opinion on the drake software? Thanks

    • @crystatyusea
      @crystatyusea  4 ปีที่แล้ว

      Hi Sirrene! Kindly send us an email at Hello@CrystaTyus.com and we'll send you our recommended softwares. - CS Team

  • @BAMS0516
    @BAMS0516 3 ปีที่แล้ว

    Do you have to have a course certification to get a PTIN? And does getting your certification require you to have a certain amount of hours of experience? Because it seems like I can't be certified without experience, but I can't have experience without being certified.

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว

      Hi Blake! Kindly send us an email at Hello@CrystaTyus.com so we can send you the steps. :)

  • @jasmynnadetunji2510
    @jasmynnadetunji2510 3 ปีที่แล้ว

    Thank you

  • @eugenializardo5095
    @eugenializardo5095 3 ปีที่แล้ว

    Thanks you

  • @ew6720
    @ew6720 2 ปีที่แล้ว

    Hello cutie so you don’t have material that you sale like taxes for individuals?

  • @accountantinthemountains
    @accountantinthemountains 3 ปีที่แล้ว

    What is the procedure for a non-US citizen to get an EA licence after passing all the examination?

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว

      Here's a great resource that you can take a look at: www.irs.gov/tax-professionals/enrolled-agents/enrolled-agents-frequently-asked-questions :)

    • @hardik6700
      @hardik6700 3 ปีที่แล้ว

      @@crystatyusea the site doesn’t have enough information about a non-US citizen to become EA. Would you please share some insights?

  • @padamkadariya3709
    @padamkadariya3709 2 ปีที่แล้ว

    What am I supposed to do after getting my PITIN number

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      Hi Padam! Please send me an email at Hello@CrystaTyus.com so I can send you more details.

  • @jaylenlenear3944
    @jaylenlenear3944 2 ปีที่แล้ว

    Trying to decide weather to pursue book keeping or enrolled agent. I live in detroit lmk if you free for some coaching

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      Hi Jaylen! This is Crysta's social media manager. May I please know what kind mentorship training you're looking for? 🙂 Crysta currently has the Tax and Accounting 6 Figure Accelerator Program as well as 1-1 Coaching Program. Please let me know which from the two you're interested in, so I can send you more details. Thank you! -Rose Elaine Lim

    • @jaylenlenear3944
      @jaylenlenear3944 2 ปีที่แล้ว

      @@crystatyusea I'm not sure myself lol I do want to grow my business to outsource by next year. I have my ptin and do taxes now and not just regular kind. I do dividends K-1s etc... and will look to become certified as a enrolled agent later

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      @@jaylenlenear3944 Great! Let us know how we can be of help :) You may want to check out the Certifyible EA Courses: www.certifyible.com/home/becoming_an_enrolled_agent

  • @lilfastkids1275
    @lilfastkids1275 3 ปีที่แล้ว

    can a daca recipient become a tax preparer? And a Enroll agent please get back to be I can’t find the answer to my question

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว

      Hi Maritsa! As long as you can obtain an Individual Taxpayer Identification Number (ITIN) you should be good to go.
      You can prepare taxes as long as you obtain a ptin here: www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers
      You will be able to become an enrolled agent here: www.irs.gov/tax-professionals/enrolled-agents/applying-for-enrollment-to-practice-before-the-irs

  • @ninavilla8587
    @ninavilla8587 2 ปีที่แล้ว

    Hi how are please could you give name of some books. Website .etc for support my study time

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      Hi Nina! This is Crysta's Social Media Manager. You may check out the Certifyible Enrolled Agent Course. It comes with course, books and weekly calls. Click here for more information: www.certifyible.com/home/becoming_an_enrolled_agent Let me know if you have any questions! - Rose Elaine

  • @AntonioGarcia-if8fn
    @AntonioGarcia-if8fn 3 ปีที่แล้ว

    Hi, I preparer taxes every year for profit i have done it since 2018. i want to know if is better to become an Enroll Agent

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว

      Hi Antonio, are you interested in tax resolution? If so, becoming an EA is a great option. It's also the best way to demonstrate your knowledge of tax law and your ability to assist clientele with more complex tax scenarios. Most definitely a value add!

  • @Yn.1009
    @Yn.1009 4 ปีที่แล้ว

    Thanks so much for all information you are giving out here. But I have a question about EA license process with IRS. Can you tell me how long it usually takes until actually receiving the license upon passing all 3 parts of exam?

    • @saurabh459
      @saurabh459 3 ปีที่แล้ว

      takes 2-3 months once you pass all sections

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว

      Hi, Yujin! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @lsuarez0202
    @lsuarez0202 3 ปีที่แล้ว

    @Crysta, do you need a company business name to apply for the PTIN? I am in the process and it asked for a business name so I wasn't sure. any help ? I am still taking the 60 hour course for certified tax preparer and hope to be done soon. any suggestions ? Thank you so much for sharing your journey!!! that is my next step to become an EA. However I just recently learned about it and I really need to start working so I figured I can learn as I go and maybe through out this year study for the EA agent license.

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว +1

      Hi Lennys! :) Great question! Here is a great resource what what you need to apply for PTIN: www.irs.gov/tax-professionals/ptin-application-checklist-what-you-need-to-get-started - Customer Support Team

  • @farrukhbashir1693
    @farrukhbashir1693 2 ปีที่แล้ว

    do we need to clear all 3 exams in one sitting?

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว +1

      Hello Farrukh, each exam will need to be scheduled separately and they last about 3.5 - 4 hours each.
      Kindly note that you normally have up to 2 years to take all three exams and keep your scores.
      Currently, you have 3 years due to the pandemic.
      We hope this helps!
      - Alexandria Johnson, Crysta's Customer Success Manager

  • @Kishor7
    @Kishor7 2 ปีที่แล้ว

    Hi Crysta, I need study material. can you please help me

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      Hello Bitu,
      Be sure to check out our Enrolled Agent University courses for more study material for the EA exams.
      You can find the courses here: certifyible.com/becoming-an-enrolled-agent
      We offer a monthly subscription membership. For the $97/month tier, you can unlock access to ALL of our courses and live trainings.
      You can sign up for the membership here: certifyible.com/membership-program
      We hope that helps!
      Kind regards,
      Alexandria Johnson
      Crysta's Customer Success Manager

  • @thankyougod1
    @thankyougod1 3 ปีที่แล้ว

    EA certificate how many days i need to complete it

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว

      Hello! Please send your questions to Hello@CrystaTyus.com 😊

  • @VINODKUMAR-hb8vp
    @VINODKUMAR-hb8vp 3 ปีที่แล้ว

    What is fees structure ?

  • @paulsantos4340
    @paulsantos4340 3 ปีที่แล้ว

    Can a Daca holder obtain an Efin ?!

    • @alexprieto4165
      @alexprieto4165 3 ปีที่แล้ว

      Yes as long as you have a valid ssn yes you can

  • @jamadandi_veeresh9915
    @jamadandi_veeresh9915 3 ปีที่แล้ว

    Hi mam , I am learning sap fico , I want to learn asusual EA . sap will help me In EA ... ???

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว +1

      Hey Jamadandi, experience in the accounting or financial industry may help an EA candidate grasp concepts more quickly. Ultimately, the SEE exam is used to demonstrate proficiency in understanding tax law

    • @jamadandi_veeresh9915
      @jamadandi_veeresh9915 3 ปีที่แล้ว

      @@crystatyusea ok mam , thank you

  • @asifjamal137
    @asifjamal137 3 ปีที่แล้ว

    Can a immigrant apply after passing the exam or the citizenship is required ?

    • @crystatyusea
      @crystatyusea  3 ปีที่แล้ว

      Hi Asif! Non-US Citizens can come an EA. :)

  • @cascam1
    @cascam1 3 ปีที่แล้ว +1

    If your video was recorded at the date stated above Oct 29, 2020 then "right now is currently free" assertion is factually inaccurate. ALL PTIN renewals are subject to a fee. If you do not pay it you will not renew it.

    • @michael.dennis
      @michael.dennis 2 ปีที่แล้ว

      She clearly said it may change in the future.

  • @mukunddayama
    @mukunddayama 2 ปีที่แล้ว

    can you help me to get enroll agent

    • @crystatyusea
      @crystatyusea  2 ปีที่แล้ว

      Please send me an email at Hello@Certifyible.com so I can help you better! 🙏🏽

  • @multifamily4059
    @multifamily4059 3 ปีที่แล้ว

    1:40

  • @saumyaagarwal7638
    @saumyaagarwal7638 3 ปีที่แล้ว +1

    Love from india

    • @chathere6843
      @chathere6843 3 ปีที่แล้ว

      Ma'am are u doing it?

  • @Positionaltrade
    @Positionaltrade 3 ปีที่แล้ว

    Hi
    My self Gaurav Arora, CA
    ICAI (INDIA)
    Can an overseas aspirant go for enrollment as EA ?