Join OCEA

meeting-with-speaker-at-podium

Membership begins with California Society of Enrolled Agents – CSEA and then you will select your local chapter
(Orange County – OCCSEA) View Membership Options

Why the Orange County Enrolled Agents?

We are the largest chapter with over 400 Orange County members. The size of our chapter, our ongoing events and networking opportunities make us a dynamic, active and progressive group.

There’s a sense of community when you join with us. The Orange County of Enrolled Agents is a subsidiary chapter of the California Society of Enrolled Agents and affiliated with the National Association of Enrolled Agents, giving us access to over 4,100 tax professionals. They all specialize in various aspects of taxes and they’re all as close as an email or a cell phone.

We provide you with Education Discounts on key events such as our Super Seminar, Liaison Meetings, EA Workshops, Audio Tax, C-Star and more.

We provide Resource Discounts on CCH Tax Manuals, Quickfinder Handbooks and other tax reference materials.

You’ll get a subscription to CSEA Magazine and the OCEA Monthly Newsletter.

We offer Free Newsletter Advertising to members. This is invaluable if you are looking to sell a practice or hire an employee.

There are six categories of Orange County Enrolled Agents membership:

1. CA Enrolled Agent Members, Full Member with voting and leadership rights

Enrolled Agents who reside in or maintain their principal place of business in the State of California and are Members of a Chapter and of the National Association of Enrolled Agents.  $195 Annually

2. California EA Associates, California Enrolled Agent member without voting or leadership rights

This member will receive many member benefits, including reduced-price education, website access, newsletters and industry communications without the requirement of joining NAEA. California EA Associates cannot vote in State or Chapter elections and cannot hold leadership positions at either the State or Chapter level.  $195 Annually

3. Associate Members (Non-voting)

Individuals engaged in any aspect of tax preparation/consultation, who are not California Enrolled Agents or International Associates. These individuals hold a CPA, CTEC Registered Tax Preparer (CRTP) or attorney designation, or are tax preparers living and primarily practicing outside of California.  $195 Annually

4. Student Associates (Non-voting)

Individuals pursuing a tax, accounting or finance career who do not yet hold an Enrolled Agent (EA), CTEC Registered Tax Preparer (CRTP), Registered Tax Return Preparer (RTRP), certified public accountant (CPA) or attorney designation. Students must prove eligibility to renew this type of membership.  $45 Annually

5. International Associates (Non-Voting)

Individuals in foreign countries who hold the following or similar designations: Enrolled Agent (EA), certified public tax accountant (CPTA), certified public accountant (CPA) or attorney. To join as an International Member, please contact our office at (916) 366-6646.  $120 Annually

6. Member Emeritus

Enrolled Agents who have been Members for the preceding five (5) years and are now on “inactive retired status” as defined by Circular 230. To join as a Member Emeritus, please contact our office at (916) 366-6646.  $45 Annually

Do you have additional questions about membership? Please contact Joe Davidson jdavidson@taxadviceguys.com.

Read what some of our members say about us:
Testimonials:

When I moved back to Southern California in 2003 I wanted to find a local chapter of the National Association of Enrolled Agents to join. I belonged to a chapter in Portland Oregon and had made many great friends there. I already knew the value of getting to know fellow enrolled agents and meeting once a month to share ideas and exchange tax prep challenges. I looked on the web to find a local EA chapter back in 2003 and the best local web site out there was the Orange County Chapter. I started attending the monthly meetings and before I knew it I had volunteered to help out at the Board meetings. As our tax practices have changed over the years, as we continue to add more and more electronic services for our clients and struggle to keep up with a web based world, I wanted to be associated with a group that WAS keeping up with the latest societal trends and business “best practices.” I have found our chapter to be one of the best resources to keep up with all these changes. And I am so happy to have been a part of our Chapter’s progress toward the electronic future.
Donna Miller, EA

I inherited my mother’s tax practice in 1996 when she passed away. Three members of the OCEA attended her funeral and offered me assistance; another sent me to the SEE class to get better qualified for the road ahead informing me it was the best education of its kind. He was right. I passed the enrollment exam in the fall of 1996.The members teaching the SEE class also encouraged me to join inviting me to attend a dinner meeting. They welcomed me to my first meeting like I was family and maybe I was, because most of them had known my mother. I have missed very few meeting since then. I have met many more since that evening years ago and these members, my colleagues, my competitors have mentored me through many storms. There are not many industries where your competitors will encourage you and send you on the path to improving yourself. As a result of their encouragement and mentoring I have completed NTPI, C-Star and countless hours of education turning a small home practice into a going concern with employees. How do you put a value on this?
Lisa Newton, EA Resource Center