- This topic has 4 replies, 2 voices, and was last updated 11 years ago by .
-
Topic
-
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
- The topic ‘California Enrolled Agents and CPE from CalCPA: my experience’ is closed to new replies.