Professional Organizations

“True professionals are active in professional organizations.” A professional organization creates a micro-community all of its own. Members of any community expect to:

• Receive a benefit from the community, and
• Contribute to the community.

We are active members of both the National Association of Enrolled Agents and the state affiliate California Society of Enrolled Agents.

Benefits we receive:

• Network of colleagues whose experience can help us through new territory. This may be a new tax situation, a business situation, opportunity for professional development, etc.
• Network of colleagues for referring special cases out. No one is an expert in everything, and this network connects us with those who can handle, or know who could handle, just about every tax related situation that might come along. The reverse is also true where we receive referrals from these colleagues.
• Contacts and new relationships with key individuals in government positions (e.g., IRS stakeholder liaisons, IRS and FTB group managers, members of our Legislature).
• Advanced and specialized education opportunities.

Opportunities to Contribute:

• Join in lobbying our governments (both the legislative and executive branches) for changes that benefit our clients. This can be impacting new laws or changing processes within tax agencies (i.e., IRS, FTB, BOE, EDD).
• Guiding colleagues to help them master their craft in helping clients.
• Opportunity and venue to promote our profession.

We find the experience personally rewarding and a benefit to our clients and therefore our business.