PROVISIONAL ASSOCIATES have passed the Special Enrollment Examination but have not yet been issued their enrollment card (an in-depth personal background check is done before the card is issued; until the card is issued, the designation “Enrolled Agent” cannot be used). When their card is issued, they are “turned over” to regular Member status. Download application: Prov Assoc App.pdf
PROFESSIONAL AFFILIATES are CPAs or attorneys in California who choose to be affiliated with our Society to take advantage of the discounts and services. Affiliates and Associates pay dues and attest to CPE required hours on an annual basis to CSEA. Download application: Prof Affiliate App.pdf
ENROLLED AFFILIATES are Members of the National Association of Enrolled Agents who reside outside California; by joining CSEA as an Affiliate, they’re eligible for additional educational discounts. Download application: Enr Affiliate App.pdf
INTERNATIONAL ENROLLED AFFILIATES are Enrolled Agents practicing in foreign countries. They are eligible to be Members of the National Association. For more information, contact Mr. Fumio Otaki of NP News at email@example.com.
INTERNATIONAL ASSOCIATES are tax professionals whose practice is primarily in Japan, and who have received the Japanese designation licensed practicing tax accountant (certified public tax accountant – CPTA). For more information, contact Mr. Fumio Otaki of NP News at firstname.lastname@example.org.
STUDENT ASSOCIATES are enrolled at accredited colleges, professional schools, or state ROP credentialed programs in tax, accounting, or finance career tracks. Individuals who are defined in Circular 230 or have been removed from practice under the provisions of Circular 230 are not eligible for this category. Download application: Student Assoc App.pdf
PROFESSIONAL ASSOCIATES are individuals not currently or previously defined in Circular 230 and who are lawfully engaged in the practice of tax. Download application: Prof Assoc App.pdf
Fax completed application to CSEA at 916/366-6674, or call 800/777-2732 for more information.