IRS Enrolled Agent CPE (CRTP/CTEC)

IRS

Enrolled Agent CPE

IRS Enrolled Agents need to complete 72 Hours of continuing education every 3 years, with a minimum of 16 hours per year. We offer the continuing education online in an easy to use self-paced format. Our course covers all of the required topics, including ethics education. Courses are "question style" to help you faciliate understanding of the topic, and are available from almost any device, any time. We hope that you will make RocketCert your home to complete your Enrolled Agent CPE.

• $49
  72 Hours
  Online Education

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Requirements & Steps

How do I renew my Enrolled Agent Status?

For Enrolled Agents, the license expires every 3 years. The expiration date depends on the last digit of the Enrollers SSN. To determine your expiration date, see IRS Publication 5186. To renew, you are required to complete 72 hours of education with a minimum of 16 hours per year. Two hours of Ethics or Professional Conduct are required for each enrollment year. We will submit your renewal to the IRS and provide you with a certificate of completion.

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PURCHASE CONTINUING EDUCATION

We offer the required training online. Our courses come with lifetime access (though we know it won't take that long!)

COMPLETE THE TRAINING

72 hours are required for license renewal. With us, the training is available 24/7 on nearly any device.

OBTAIN YOUR CERTIFICATE

After you complete the continuing education, you can instantly print your certificate of completion. We will notify the State the next business day.

Additional Steps

. The annual renewal fee is $33 if paid before October 31st. Renew your PTIN number with the IRS each year

Hours & Topics

What are the required topics and hours for my license?

Tax Preparer (20 Hours)

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• 2 Hours
• 3 Hours of Tax Law Updates
• 2 Hours of Ethics
• 5 Hours of State-Specific

20 Hours of continuing education are required each year, prior to October 31st. Our course covers all required topics including federal tax law topics, tax law updates, ethics, and state specific. Take it with us today online!

• Price: $49

Requirements to Obtain Registered Tax Preparer License

The state of California requires all individuals who wish to prepare tax returns in return for compensation to satisfy certain education requirements before applying. There is no state-issued exam.

To become a CTEC registered tax preparer, you must:

• Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months
• Purchase a $5,000 tax preparer bond from an insurance/surety agent
• Get a Preparer Tax Identification Number (PTIN) from the IRS
• Register and pay the $33 registration fee online

Annual renewal

You must renew your registration with CTEC annually to legally prepare income tax returns. Visit CTEC for more information.

To renew your CTEC registration, you must:

• Take a minimum of 20 hours continuing education from a CTEC approved provider, which must include:
  • 15 hours of federal tax curriculum
  • 5 hours of California tax curriculum
• Renew your PTIN number with the IRS each year
• Maintain a $5,000 tax preparer bond
• Renew your registration and pay the $33 annual registration before October 31 of each year
  • After October 31, the registration fee is $55
  • If you fail to renew by January 15 of the following year, you are considered new tax preparer and subject to the new preparer registration requirements.

Exempt from Licensing Requirements:

California CPAs

Enrolled Agents

California BAR Attorneys

Specified Banking or Trust Officials

Intro Text

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Requirements to Obtain License:

• Valid PTIN
• Background Check
• Pass Special Enrollment Exam with 70% or higher
• Read Circular 230
• Complete and Submit Form 23
• $67 application Fee

Continuing Education Requirements:

License renews ever 3 years based on last digit of your SSN.

• Obtain 72 hours of continuing education credits during your 3 years
• Minimum of 16 credit hours are required each year.
  • 14 hours of Federal Tax Law
  • 2 hours of Ethics
• Each year you must renew your PTIN between Mid-October and December 31st to be eligible to provide tax services for the new filing year.