Course Description - North Carolina Society of Enrolled Agents

Transcription

NCSEA SEE Prep Course Information - JUNE 2015
Course Description
The North Carolina Society of Enrolled Agents (NCSEA) is pleased to offer the only study course
taught by Enrolled Agents (EA) in North Carolina to prepare you for the IRS Special Enrollment
Examination (SEE). Instructors will be knowledgeable NCSEA members who are EAs dedicated to
helping participants pass the SEE. Students will receive live instruction, testing to ensure mastery over the
materials, and continuous support and encouragement throughout the process.
Our Special Enrollment Examination (SEE) prep course is taught in 3 parts (Individuals; Businesses; and
Representation, Practice, and Procedures) which correspond with the format of the exam required to
become an Enrolled Agent.
The SEE prep course utilizes Gleim EA Review materials. Gleim is one of the leading providers of
study and reference materials for the accounting industry. (For more information regarding Gleim study
materials please go to Gleim.com/EAtax ) Gleim guarantees students will pass the EA exam on the
first sitting using the Gleim EA Review System. Go to “Guarantees” for more details.
The NCSEA SEE course includes:
 54 Hours of Live Classroom Instruction
 Review Books
 Audio and Audiovisual materials that can be downloaded on mobile devices
 Complete Gleim Online Access including:
 Over 3,600 practice test questions with comprehensive answers
 Timed Exam Rehearsals
Classes will meet one day a week for 3 hours over 24 weeks. There will be a two-week break after each
part to provide time for testing. Classes will not be held the week of Sept. 2nd, or Oct 15th.
Go to “Course Dates” for more detail.
Are there prerequisites
for this course?
Enrolled Agents who are members of National Association of Enrolled Agents (NAEA) and North Carolina
Society of Enrolled Agents (NCSEA) will teach the classes. Go to “Instructors” for more detail.
Although no particular experience or educational requirements are required, persons taking the course
should be able to answer income tax & accounting questions at the intermediate college course
level. (See FAQ’s # 5, 6, & 7) Please be aware that the course is intense.
Cost / Payment
All Three Parts (18 weeks) –
(Purchase all 3 parts, save $255)
Part 1 only (5 weeks)
NCSEA & NAEA Associate*
Non-Members
$1,285**
$1,425
$510
$285
$745
$555
$315
$810
*Associate Membership $50- with separate SEE Candidate Associate application-see additional
information below.
**Early Bird discount $ 1,250- if registered by May 8, 2015
Note: The cost does not include fees for taking the SEE exams. Joining NCSEA or NAEA is not required but qualifies
for the discounted rate.
Full payment required at time of registration. Payment can be made by check or credit card.
NCSEA Associate
Membership Offer
For Tax Professionals who intend to become an Enrolled Agent (EA), the NC Society of Enrolled Agents
offers a SEE Candidate Associate status. Once EA status is obtained by passing the IRS Special Enrollment
Examination (SEE), the next level of membership will be required to continue membership. The Annual
dues for a SEE Candidate Associate are $50. The status is good for a total of 3 years. Associates do not
have voting rights and cannot hold elected office. Associates must follow the same CPE requirements for
members and must abide by the Society’s Code of Ethics and Rules of Professional Conduct.
To receive the Associate discount; please complete a SEE Candidate Associate application, in addition to
the SEE prep course registration form. The application follows this information on the website.
Registration Deadline
Deadline: May 27, 2015 to register for all three parts or Part 1 only.
**Early Bird discount ends May 8, 2015
Deadline for Part 2 only: August 29, 2015
Deadline for Part 3 only: July 25, 2015
Complete SEE Registration form and EA Candidate Associate application, if applicable.
Scan and email completed registration forms to [email protected],
or fax copy to Candace Cansler at Fax: 828-464-8300,
or mail to: NCSEA-SEE Courses, PO Box 937, Conover NC 28613
Class Size
Minimum class size per location - 5
Maximum class size per location – 10 (Expanded class size will vary with location)
Once classes are full, individuals will be placed on a waiting list and contacted at least one week before
start of class to confirm availability. Some locations may offer an additional or different evening than
listed.
Course Dates
Part 1 (5 weeks)
Part 3 (3 weeks)
Part 2 (10 weeks)
Starts week of:
June 8, 2015
July 27, 2015
August 31, 2015
Ends week of:
July 6, 2015
August 10, 2015
November 16, 2015
(off week of Sept 7th & Oct 15th)
Testing Appointments
A two-week break after each part (between Parts 1 & 3 and Parts 3 & 2) is set-aside for you to sit for the
corresponding part of the SEE IRS EA exam.
Register and schedule Part 1, 2, or 3 of your SEE exam at http://www.prometric.com/IRS/default.htm
Note: A separate fee is assessed by Prometric for each part of the test.
Continuing Education
Credits
NCSEA’s 2015 Live SEE Prep Course Parts 1, 2 and 3 have been approved individually as Test Prep Programs for IRS Continuing
Education. There is currently no IRS CE requirement for Tax Preparers who are not EAs. However, non-EAs may receive up to 10
hours of voluntary IRS CE credits if attending all 3 parts. The non-EA may earn 3 hours CE for Part 1, 2 hours CE for Part 3, or 5 hours
CE for Part 2. CPAs and Attorneys taking the course will have to contact their NC State board to see if the course qualifies.
Locations
Courses will be held in 8 conveniently located sites throughout North Carolina.
Asheville area
Arden
Charlotte
Greensboro area
Liberty
Jacksonville
Instructor: Marie Young, EA
Family Center at Skyland Baptist Church
2115 Hendersonville Road
Arden, NC 28704
Monday evenings 6 – 9 pm *
Part 1 - Individuals – June 8 – July 6, 2015
Part 3 - Representation, Practice, and Procedures – July 27 - August 10, 2015
Part 2 - Businesses – August 31 – November 16, 2015 (off week of Sept 7th & Oct 12th)
Instructor: Herman Whitfield JR, EA
2301 W. Morehead St.
Charlotte, NC 28208
Wednesday 4 – 7 pm *
Part 1 – Individuals – June 10 – July 8, 2015
Part 3 – Representation, Practice, and Procedures – July 29 – August 12, 2015
Part 2 – Businesses – September 2 – November 18, 2015 (off week of Sept 7th & Oct 12th)
Instructor: Part 1 – Alice Linville
Parts 2 & 3 Tommy Hyatt
Classes held at:
Liberty Tax Service
102 N. Fayetteville St
Liberty, NC 27298
Tuesday evenings 6 – 9 pm *
Part 2 - Businesses – September 1 – November 17, 2015 (off week of Sept 7th & Oct 12th)
Instructor: Gary Boykin, EA
104 Barden St
Jacksonville, NC 28540
*
An additional or different night may be available
Locations, cont.
Raleigh Area
Wake Forest
Instructor: Lisa K. Eyrolles, EA
Elite Tax & Financial
1241 S. Main St. Suite 17
Wake Forest, NC 27587
Tuesday evenings 6 – 9 pm *
Part 2 - Businesses – September 1 – November 17, 2015 (off week of Sept 7th & Oct 12th)
Clayton
Salisbury
Winston-Salem
Instructor: Mele Perrego, EA
The Duncan Building
106 S. Lombard Street, Suite 103
Clayton, NC 27520
Wednesday evenings 6 – 9 pm *
Part 1 - Individuals - June 10 – July 8, 2015
Part 2 - Businesses - September 2 – November 18, 2015 (off week of Sept 7th & Oct 12th)
Instructor: Darlene Lankford, EA
Affordable Tax & Accounting Services, Inc.
918 Rowan Ave.
Salisbury, NC 28146-5848
Instructor: Debbie Boose, EA
Deborah Boose Accounting & Tax Services
514 S. Stratford Road, Suite 250
Winston-Salem, NC 27103
*
An additional or different night may be available
Instructors
Deborah Boose, EA – Deborah is a member of NCSEA and NAEA. In 2009, Deborah started her own
business providing bookkeeping, payroll, and tax services for individuals, small business, and nonprofit entities. She has 15 year’s experience in manufacturing cost accounting and over 20 year’s
experience in owning and operating a small business. She has taught classes in QuickBooks,
bookkeeping, and practice management software. Deborah holds a BS in Computer Information
Systems from High Point University.
Gary Boykin, EA – Gary is a member of NAEA, NCSEA, and NCSA. He earned an Associates Degree
in Accounting from Coastal Carolina Community College in 1986. He began his career in taxation by
working in his father’s business in 1984 and purchased the business in 1993. He became an Enrolled
Agent in 1996.
He has served on the nominating committee for the NCSEA and was an Instructor
for NCSEA SEE Prep Class in 2014.
Lisa Eyrolles, EA - Lisa is a member of NCSEA, NAEA and NCSA. She currently serves as President
of NCSEA. She studied math and accounting at Brevard Community College and University of Central
Florida. After a 5-year career with H&R Block, she started her own business in 2011. She prepares
individual and business tax returns along with tax planning and representation. Lisa is also a Life
agent, selling life insurance and annuities. Lisa is a NTPI Fellow. She enjoys volunteering in the
community and has been an Ambassador with the Wake Forest Chamber of Commerce for 2 years.
She has been teaching since 2013.
Darlene Lankford, EA – Darlene is a member of NCSEA, NAEA, and NATP. She studied math and
accounting at Brigham Young University. After a 10-year career with H&R Block, she started her own
business in 1992 and expanded it to include accounting, corporate taxes, and representation.
In
2001, with a business partner, she formed Affordable Tax & Accounting Services, Inc. She has 7 fulltime employees. Darlene has taught basic tax classes. She graduated August 2012 as a NTPI Fellow.
She has held a Pilot’s license for the past 5 years.
Alice G. Linville, EA, ARA, ATA, ATP – Alice is a member of NCSEA, NAEA, NATP, NSA and NCSA.
She has served NCSEA in the capacities of Vice-President, Secretary and Director and most recently
served as chairman of the NCSEA Outreach Committee. Alice is President of Triad Tax Service, Inc.
and has been a tax professional since 1992. She became an Enrolled Agent in 2004 and serves both
individual and business clients. She was awarded the Thurman E. Askew, Enrolled Agent, Memorial
Award in 2012. Alice graduated with honors from Campbell University with a BS in Chemistry and
held various professional positions in large corporations prior to becoming a tax professional.
Instructors, cont.
Mele A. Perrego, EA – Mele (pronounced May Lee) is a member of NCSEA, NAEA and NATP. She
currently serves as Vice-president of NCSEA. She began her tax career in the late 70’s with Beneficial
Income Tax Service and upon leaving became an Enrolled Agent in 1984. She built her own tax
business at home while raising her children and continued to add services such as investments
(through H.D. Vest) and mortgages (through Vertical Lend). In 2005, she sold a portion of her
practice in New York. She relocated to Clayton, where she continues her practice. She has been
teaching classes for NCSEA since 2011.
Richard Reedman, USTCP, CFE, EA, FCPA, ABA/ATA - Richard is a current board member of
NCSEA and is NAEA’s President-Elect for the 2015-2016 Governance Year. He has also served in
various officer positions of the North Carolina Society of Enrolled Agents. Richard owns his own
practice in North Raleigh specializing in Accounting, Tax Preparation, Representation (helping clients
resolve complex tax issues) and fraud investigation. He became an Enrolled Agent in 1995 and was
admitted to practice before the United States Tax Court in 2008 as a United States Tax Court
Practitioner. He is also a Certified Fraud Examiner (Vice President of the Central Carolina Chapter of
the Association of Certified Fraud Examiners) and a Forensic CPA. Richard has participated as a Team
Leader with the NTPI program for the National Association of Enrolled Agents.
Herman Whitfield JR, EA- Herman is a member of NCSEA AND NAEA. He earned a Bachelor’s
Degree in Business Administration from Mercer University in 2001. He worked for H&R Block for 8
years including as an Instructor. He also holds a North Carolina Accident & Health Insurance License.
His EA license was obtained in 2007. He has been a VITA volunteer as a Site-Coordinator as well as a
Quality Reviewer for the last two tax seasons.
Marie Young, EA – Marie is a member of NCSEA and NAEA, NATP, and NAA. She owns Accounting
Professionals, Inc. in Asheville, NC. Her business provides complete financial services including
bookkeeping, payroll, tax preparation, and tax representation. She serves as a board member for the
National Association of Tax Practitioners. Marie is a national instructor for several foundations
providing continuing education to other accountants, CPAs, and attorneys.
Guarantees
Gleim is one of the leading providers of study and reference materials for the accounting industry.
Gleim guarantees students will pass the EA exam on the first sitting using the Gleim EA Review
System. Students may be eligible for 2 guarantees from Gleim.
-Online Continued
Access
If you take and do not pass the EA exam part(s) within 12 months of purchasing the Gleim EA Review
System, you may qualify for unlimited Continued Access to EA Gleim Online until you pass. To qualify
for continued access, you must:
 Complete 90% of EA Gleim Online before sitting for the corresponding part(s) of the
exam. This requirement can be satisfied by completing either 90% of each Gleim
Online instructional element for all study units or by completing 90% of the Gleim
Online study units in their entirety.
 Complete 90% of each question type. This includes multiple-choice and true/false questions.
 Sit for the purchased part(s) within 12 months of your purchase date. If you have to retake
any part(s), you must retake the part(s) you did not pass within three months.
 Submit your grade report within 48 hours of receiving your grade.
 Miss no more than the total hours of one class (3 hours). This means you must attend a
minimum of 12 hours for Part 1, 27 hours for Part 2, and 6 hours for Part 3 to qualify.
Gleim guarantees that EA Gleim Online (whether purchased one part at a time or as part of the
Gleim EA Review System) will remain current for at least 12 months from your purchase date.
Continued Access will be provided on a per-part basis.
Please note: Access to the NCSEA classroom instructor may be limited after the conclusion of the
prescribed course schedule.
-Replacement Guarantee
All components of the Gleim EA Review System (whether purchased one part at a time or as a threepart set) will remain current for at least 12 months from your purchase date. Replacement materials
will be provided on a per-part basis. The student will be responsible for the cost of shipping and
handling only. To qualify for replacement materials, you must:
 Have purchased the Gleim EA Review System directly from Gleim or NCSEA.
 Have not passed the exam part(s).
 Have paid exam fees.
 Have completed at least 25% of the study units purchased for the exam part(s), including
multiple-choice and true/false questions.
 Miss no more than the total hours of one class (3 hours). This means you must attend a
minimum of 12 hours for Part 1, 27 hours for Part 2, and 6 hours for Part 3 to qualify.
Please note: Access to the NCSEA classroom instructor may be limited after the conclusion of the
prescribed course schedule.
Guarantees, cont.
-Guarantee Procedure
Requests for implementation of one of the Gleim guarantees above must be made in writing to the
instructor. Documentation required will include, but is not limited to:
 Test Center (Prometric) appointment confirmation.
 Receipts for exam fee payments.
 Proof of current registration.
Cancellation/Refund
Policy
A full refund will be granted if written request is received before materials are shipped.
refund request to Candace Cansler at [email protected].
Contact Us
Additional questions should be directed to Candace Cansler at [email protected] or call
828-464-8300. Address: P.O. Box 937, Conover, NC 28613
Forms
Go to www.NCSEAonline.org for the following forms or click below for the links:
Link: NCSEA SEE Prep Registration form
Link: NCSEA SEE Candidate Associate application form.
FAQs
1.
E-mail your
Why should I become an EA? Becoming an EA shows you are reaching to the highest level
in our profession. “Enrolled Agent status is the highest credential the IRS awards…… Enrolled
agents, like attorneys and certified public accountants (CPAs), 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.” (www.IRS.gov ‘Enrolled Agent Information’)
Becoming an EA will help you better serve your clients and potential clients.
2. What is the difference between the SEE and the RTRP test? The RTRP (Registered Tax
Return Preparer) test has currently been suspended due to the recent decision in the Loving
vs. IRS court case. The RTRP test was a minimal competency open book test. The SEE
(Special Enrollment Examination) is a 3 part intensive and extensive test. It is not an open
book test. The 3 parts of the SEE cover Individual Income Tax, Ethics, Business, Estates,
Trusts, and Representation. By passing the SEE, an individual demonstrates their in-depth
knowledge of tax matters.
3. What if I don’t pass the Special Enrollment Exam (SEE)? Gleim provides guarantees
that you will pass all three parts of the SEE provided you do your part in studying and
attending classes.
4. Tell me about the Gleim guarantee? Gleim offers continued access to their online
materials until you pass. There are certain participation requirements in order to qualify for
the guarantees, which are outlined in an earlier section. See “Guarantees” section.
5. Is the course difficult? Yes. The course is very intensive. For success, all students should
have sufficient prior knowledge and/or experience in taxation (see FAQ # 7) and be prepared
to put in sufficient time and effort before classes to get the most .
FAQs, cont.
6. How much time should I plan to spend on study and preparation for each class? You
should devote as much time as you need to review the study units including printed and online
quizzes as well as IRS forms and publications. Most students find they need a minimum of at
least 6 to 9 hours of preparation time each week before class to get the most out of each
class to successfully pass each pert of the SEE.
7. Your postcard said that it is strongly recommended that a person have at least an
intermediate knowledge of individual & business taxation. What do you mean by
‘intermediate’ knowledge? And do I need to know how to prepare a business tax
return to take the class? Having prepared business returns would certainly be advantageous
but it is not a requirement for taking the class. We would define an intermediate knowledge of
taxation as having at least a good working knowledge of:
BASIS,
DEPRECIATION , CAPITAL GAINS & LOSSES, CASH METHOD VS . ACCRUAL METHOD , SCHEDULE C,
AMT
8. Why are the classes taught in the order Part 1, 3, and 2?
Most students find Part 2 to
be the most difficult part of the SEE. Taking it last allows you to successfully complete 2 of
the 3 parts before focusing on the hardest part. It also allows you to take extra time, if
needed, to prepare for Part 2 without falling behind on the other material.
9. Why should I take your class instead of taking an online prep class? All of our
successful students agreed that attending the classes kept them focused and on a study
schedule. They were less likely to procrastinate, get distracted or even give up. Interaction in
the classroom can provide clarification that may be absent in the self-study environment.
Attending a class with live instruction gives you the opportunity to learn from your instructor
and classmates with additional information, examples, and real-life experiences.
10. What if I have to miss a class? Can I make it up or is there another class I could
attend? You are more than welcome to attend another class at any of the locations where
classes are offered.
11. Can I receive continuing education credits for participating in this class? The three
parts of NCSEA’s 2015 Live SEE Prep Program have been approved separately as Test Prep Programs for IRS
Continuing Education for non-EAs. While there is currently no mandatory IRS CE requirement for Tax Preparers who
are not EAs, non-EAs may receive up to 10 hours of voluntary IRS CE credits if they attend all 3 parts. Part 1 has been
approved for 3 hours, Part 2 for 5 hours, and Part 3 for 2 hours. Test Prep Programs count towards Federal Tax Law
CE. CE Providers may not offer more than 10 hours of CE for SEE Prep Programs for any individual. Enrolled Agents
may not earn CE credits for SEE Prep programs. CPAs and Attorneys taking the course will have to contact their NC
State board to see if the course qualifies.
12. When will I receive my Gleim material & online access? The Gleim material is shipped
and online access is made available to the student once the class is confirmed. A class is
generally confirmed when 5 or more students have registered for it. If you would like to
receive your Gleim materials before the class is confirmed, please contact our administrator.

Course Description - North Carolina Society of Enrolled Agents

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