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Students
Tuition Fee
Start Date
Medium of studying
Duration
Program Facts
Program Details
Degree
Courses
Major
Accounting | Financial Planning | Taxation
Area of study
Business and Administration
Course Language
English
About Program

Program Overview


Enrolled Agent Exam Preparation Certificate of Specialization

Program Overview

The Certificate of Specialization in Enrolled Agent Exam Preparation provides students with the knowledge that is essential for passing the Special Enrollment Examination (SEE).


Career Opportunities

This certificate prepares students to start their own tax preparation business or to work as specialized tax preparers in CPA and EA firms.


Program Learning Outcomes

Students completing this program will be able to:


  • Understand the relevant concepts and applications of accounting needed to succeed in future accounting classes and in the workplace.
  • Demonstrate knowledge of ethical standards established by relevant professional organizations.

Recommended High School Preparation

Coursework in Mathematics, English, and use of microcomputers, including spreadsheet and word processing applications.


University Transfer Program

Use Assist to identify lower division major preparation for Business and Accounting for the California State University and the University of California systems. For independent or out-of-state colleges and universities use their catalogs to locate this information. Transfer Services can assist you to gather this information.


Program Requirements

Requirements

  • Required Core Courses: 13 units
    • ACTG 176 | Enrolled Agent Exam Preparation | 3 units
    • ACTG 181 | Taxation of Individuals Using Tax Software | 4 units
    • ACTG 182 | Taxation of Business Entities Using Tax Software | 4 units
    • ACTG 183 | Taxation of Trusts, Gifts, and Estates Using Tax Software | 2 units

Total Required Units: 13


Related Degrees & Certificates

  • AA Associate in Arts Degree Program
    • Accounting | 60 units
  • CA Certificate of Achievement
    • Accounting | 23.5 units
  • CS Certificate of Specialization
    • Accounting Assistant | 10 units
    • Accounting Essentials for Business Professionals | 6 units
    • Advanced Accounting Knowledge | 12 - 15 units
    • Individual Tax Professional | 15.5 units
    • Personal Financial Planning | 6 units
    • Tax Preparer I | 11 units
    • Tax Preparer II | 15.5 units

Program Outline


Extracted Information from Enrolled Agent Exam Preparation Certificate of Specialization


Program Overview


Overview:

The Certificate of Specialization in Enrolled Agent Exam Preparation provides students with the This enables individuals to become Enrolled Agents, allowing them to represent taxpayers before the Internal Revenue Service (IRS).


Objectives:

The program focuses on equipping students with the necessary skills and knowledge to:

  • Comprehend the fundamentals of accounting principles.
  • Understand the ethical standards set by relevant professional organizations.
  • Apply tax principles to various individual, business, and trust/estate situations.
  • Utilize tax software to effectively prepare and file individual and business income tax returns.

Curriculum Outline:


Required Core Courses (13 units):


ACTG 176 - Enrolled Agent Exam Preparation (3 units):

This course introduces the SEE and covers fundamental tax topics for individuals, corporations, partnerships, trusts, and estates. It prepares students for specific sections on the SEE exam.


ACTG 181 - Taxation of Individuals Using Tax Software (4 units):

Students explore individual income taxation, including various deductions, credits, filing statuses, and tax software applications to prepare individual tax returns.


ACTG 182 - Taxation of Business Entities Using Tax Software (4 units):

This course delves into the taxation of various business entities, encompassing corporations, partnerships, S-corporations, and LLCs. Students utilize tax software to prepare business income tax returns.


ACTG 183 - Taxation of Trusts, Gifts, and Estates Using Tax Software (2 units):

This course covers specific tax rules applicable to trusts, gifts, and estates. Students gain proficiency using tax software to prepare related tax filings.


Other

This certificate is designed to prepare individuals to independently pursue a career as tax preparers or secure a specialized tax role within CPA or Enrolled Agent firms. Completion does not guarantee passing the SEE exam. Recommended high school preparation includes courses in mathematics, English, and microcomputer use (spreadsheets and word processing). The certificate does not fulfill associate degree program requirements. For further guidance, consult CSM counselors.


Additional Notes:

  • Information related to assessment, teaching, and careers was not found in the provided context.
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Admission Requirements

The provided context does not specify any entry requirements for this certificate program. The provided context does not mention any language proficiency requirements for this certificate program.


Additional Information:

This certificate program is designed to prepare students for the Special Enrollment Examination (SEE), which allows individuals to become enrolled agents authorized to represent taxpayers before the Internal Revenue Service (IRS). The program consists of 13 units of required coursework, including:

  • ACTG 176 - Enrolled Agent Exam Preparation (3 units)
  • ACTG 181 - Taxation of Individuals Using Tax Software (4 units)
  • ACTG 182 - Taxation of Business Entities Using Tax Software (4 units)
  • ACTG 183 - Taxation of Trusts, Gifts, and Estates Using Tax Software (2 units)
  • Students who successfully complete the program will be prepared to take the SEE and begin their careers as enrolled agents. Please note that the provided context does not mention any admissions deadlines or application procedures. For further information, it is recommended to contact the College of San Mateo directly.

Resources:

  • College of San Mateo website: https://www.collegeofsanmateo.edu/
  • Enrolled Agent Exam Preparation Certificate of Specialization webpage: https://www.collegeofsanmateo.edu/catalog/degrees-certificates/enrolled-agent-exam-preparation-cs
  • Special Enrollment Examination (SEE) information: https://www.irs.gov/tax-professionals/enrolled-agents
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