California Enrolled Agents and CPE from CalCPA: my experience

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  • #181705
    evesocal
    Member

    Just got my CPA license this year but I’ve been an EA for over 20 years.

    As you know if you’re an EA, our CPE providers have to send our credits to the IRS using our PTIN. We can’t submit the certificates. They must come from the providers.

    In July of this year I took a live seminar with CalCPA. Got caught in traffic and was 20 minutes late. CalCPA docked me half an hour so I got 7.5 hours instead of 8. Okay, whatever. I was late. i accept that.

    A week after the seminar I emailed CalCPA to ask, how long before my credits get reported to the IRS? The answer was they report quarterly so not until the end of the third quarter. Most providers report much faster but again, whatever. I was not in a hurry.

    To get to the point: by the third week of October no credit had shown up. I emailed; was told they’d check on it and get back to me. No one got back to me. I emailed three more times over the next three weeks – so now we’re into November. I tried to call but their lines were too busy; was told to either hang up, leave a message, or go online. Finally someone emailed me and I found out my credit had still not been reported. Couple more emails later I was told (1) My credits just got reported and (2) They report monthly. Really?? How do you figure that, when I took the seminar in July and nothing was reported until November after multiple follow up!

    Anyway – the credits are *still* not on the PTIN website, so I’ll wait another two weeks or so (I know the IRS can take a couple weeks to post) and then start pounding on CalCPA all over again, if necessary. Hope it doesn’t come to that.

    Needless to say I’m not taking CPE with them anymore. There is no shortage of providers who are prompt and responsive. Lesson learned.

    B: 75
    R: 80
    A: 77
    F: 81
    Ethics: 84, 92 and done!
    Licensed in California

Viewing 4 replies - 1 through 4 (of 4 total)
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  • #469181
    Study Monk
    Member

    evesocal,

    I know this is not relevant to your topic, but I am curious about working for the IRS. I live in the Bay Area and I am planning to apply to the IRS in their next recruitment season hopefully as a CPA. I am wondering if the demand in California is high right not for new agents. I am also wondering if you would recommend it as a career.

    Sorry about CPE credits:(

    I spoke to an ancient wise man who sent me on a mushroom induced journey through an ancient forest to find the key to passing the CPA exam. A talking spider monkey told me to throw the last of my drinking water in the dirt to find what I was looking for. So I followed his instructions and the following message appeared in the soil:

    "Do 5000 multiple choice questions for each section"

    #469237
    Study Monk
    Member

    evesocal,

    I know this is not relevant to your topic, but I am curious about working for the IRS. I live in the Bay Area and I am planning to apply to the IRS in their next recruitment season hopefully as a CPA. I am wondering if the demand in California is high right not for new agents. I am also wondering if you would recommend it as a career.

    Sorry about CPE credits:(

    I spoke to an ancient wise man who sent me on a mushroom induced journey through an ancient forest to find the key to passing the CPA exam. A talking spider monkey told me to throw the last of my drinking water in the dirt to find what I was looking for. So I followed his instructions and the following message appeared in the soil:

    "Do 5000 multiple choice questions for each section"

    #469183
    evesocal
    Member

    StudyMonk, from what I've heard from the auditors my firm deals with lately, the IRS is cutting way back. There are less people and those who are there are being told to work from home to save money, they don't have their own phones in their offices, there is a shortage of every resource.

    I'm in L.A. so perhaps this situation is different up where you are. And they have to hire sooner or later.

    As for working for the IRS as a career: in a lot of ways it seems like a fantastic career, what with the government benefits and days off and pension, etc. But there is also a lot of politics. If you're okay with that then it could be an awesome career. I sometimes wish I worked for the IRS or the FTB. Best of luck to you.

    B: 75
    R: 80
    A: 77
    F: 81
    Ethics: 84, 92 and done!
    Licensed in California

    #469239
    evesocal
    Member

    StudyMonk, from what I've heard from the auditors my firm deals with lately, the IRS is cutting way back. There are less people and those who are there are being told to work from home to save money, they don't have their own phones in their offices, there is a shortage of every resource.

    I'm in L.A. so perhaps this situation is different up where you are. And they have to hire sooner or later.

    As for working for the IRS as a career: in a lot of ways it seems like a fantastic career, what with the government benefits and days off and pension, etc. But there is also a lot of politics. If you're okay with that then it could be an awesome career. I sometimes wish I worked for the IRS or the FTB. Best of luck to you.

    B: 75
    R: 80
    A: 77
    F: 81
    Ethics: 84, 92 and done!
    Licensed in California

Viewing 4 replies - 1 through 4 (of 4 total)
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