Mistake # 1: CE provider is not authorized by the IRS


EAs are regulated by the Internal Revenue Service (IRS) on a national basis. In other words EA’s in every state are subject to the same IRS regulations. The IRS requires CPE providers to register annually by December 31st for the following year. IRS CPE providers agree to follow the IRS CPE regulations and to report all valid CPE earned by any PTIN holder to the IRS.

Things to look for:

IRS CE Provider number

Providers are issued an IRS CPE provider number. Additionally, each course is submitted to the IRS and issued an IRS course number. This IRS course number is used for reporting the course completions to the IRS and must be printed on the certificate of completion issued to the student.

IRS Approved CE Provider logo

The IRS provides a logo to approved CPE providers that can be displayed on a website or printed material.  Examples of the logo:

IRS approval of CE provider for EA CE   Approved as an IRS CE provider

 

IRS listing of approved CE Providers

The IRS maintains an online list of approved CE providers here:

http://www.irs.gov/Tax-Professionals/Continuing-Education-for-Tax-Professionals

Can't find the provider you are looking for on the IRS listing?

Keep in mind that the CE Provider's website name can be different from the company name.

To avoid bias, the list of approved CE providers is in random order when you first go to this page on the website.

What about tax preparer state licensing?

The following states require tax preparers to be licensed by the state:

Generally, Enrolled Agents, CPAs and Attorneys are exempt from the state specific tax preparer licensing.

Enrolled agent education is subject to IRS regulation on a nationwide basis. Therefore it doesn’t matter what state your CPE provider is located in or whether or not they are approved providers for a specific state.

Read Mistake # 2:
CE courses are not for an approved subject area