About Us

Enrolled Agents (EAs) are tax professionals – the only professionals licensed by the federal government, rather than by individual states, to represent taxpayers before the Internal Revenue Service and assist them with tax planning and the preparation of tax returns.

EAs federal designation – gives EAs access and insight with federal and state agencies no matter where the EA practices and no matter where the taxpayer lives. Because of the difficulty of earning enrollment and the strict professional education required to maintain enrolled status, it's estimated that there are fewer than 45,000 EAs in the world.

CSEA (California Society of Enrolled Agents) – is a nonprofit organization representing approximately 4,0000 Enrolled Agents statewide, as well as affiliated tax professionals.

CSEA, PALOMAR CHAPTER – is located in North County San Diego and is a local chapter of the California Society of Enrolled Agents, the California professional membership association of Enrolled Agents (EAs). It is organized to serve Enrolled Agents, CPAs, Attorneys, and Registered Tax Preparers in the regions of North County San Diego and South Riverside County. More specifically, our members are as far reaching as Alpine, Anza, Cardiff, Carlsbad, Del Mar, Encinitas, Escondido, Fallbrook, Leucadia, Murrieta, Norwalk, Oceanside, Poway, Ramona, Rancho Bernardo, Rancho Mirage, San Diego, San Marcos, Solana Beach, Temecula, Valley Center and Vista.

MISSION – the mission of our chapter is to foster the professionalism, business development and personal growth of our Members, protect their professional interests as they serve taxpayers, and enhance the awareness and role of the Enrolled Agent among members of the public, other professions and with governmental agencies.

MEMBERS - attend our regular monthly dinner meetings which provides continuing professional education, networking, social time, and an outlet for discussion of various tax practice issues.

PROFESSIONAL EDUCATION - we are a great source for continuing professional education (CPE)!  If you're interested in becoming a member, please print and fill out our Membership Application.

A MESSAGE FROM THE PRESIDENT, February 2010

Well Tax Season is in full swing and I am behind already. Our January meeting was a great success with a lot of good information from the Social Security and our member John Haggerty. We really had too much information and too little time. Thank you all, for making the meeting so useful to everyone.

I would like you all to go to the CSEA web site. They really have some good New Releases that they have for the public. One is on the Haitian Relief Efforts. The Congress passed legislation to allow taxpayers to give to Haitian relief efforts and write it off on 2009 taxes. It must be done before March 1, 2010. If your clients want another deduction, why not suggest this one. They can give to the http://Clintonbushhaitifund.org, www.opusa.org, or the American Red Cross www.redcross.org.

As you may know the IRS is going to license tax preparers in a program to get all preparers up to a minimum level of training. EA’s CPA’s and attorneys will be exempt from the new standards that will be implemented beginning in 2011. The 42,000 CTEC registered preparers will have three years to prove their competency by examination and meet the new standards. This will be an opportunity for CSEA to help unregistered preparers to become registered.

I wish you all a productive and profitable tax season. Remember we have a round table meeting in February and you can share your questions and problems with your fellow members. Also, I am here for you too. If you would like me to broadcast an e-mail question to our members just send me an e-mail that I can forward on to my list.

Lois L. Leonard EA, Palomar President

Dinner Meeting - No meeting this month.