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Board of Directors

Gregory D. Cash, EA, MST
President
562-597-4300
gregcashtaxplus1@verizon.net

Andy Stamatelatos, EA
First Vice-President
310-328-8121
ASTAM11@aol.com

Rene Diaz, EA
Second Vice-President
310-328-9511
rad943@aol.com

Noel Baca Jr, EA
Treasurer
310-618-1040
nbaca@excite.com

Tim Elkins, EA

Secretary
(310) 618-1040
thelk77@sbcglobal.net

Lynwood Ford, EA
State Director
310-618-1040
noirforet@sbcglobal.net

Lynwood Ford, EA
Membership
310-618-1040
Noirforet@sbcglobal.net

Alfonso Bundoc, EA
Director
310-540-3434
premier4@ix.netcom.com

Fred Gonzalez, EA
Director
310-371-5699
fsgonzalez@earthlink.net

George A. Van Buren, EA, MBA
Director
310-519-8600
gavb@cox.net



Welcome to the South Bay Chapter
of the California Society of Enrolled Agents

Welcome to the South Bay Chapter of the California Society of Enrolled Agents

The mission of the California Society of Enrolled Agents is to foster the professionalism, business development and personal growth of its Members, to protect the interests of the individual Members of the Society, and to enhance the awareness and role of the Enrolled Agent among members of the public, other professions and with governmental agencies.

September Monthly Meeting
South Bay Chapter Meeting Series
Please Join Us
  

Next Chapter Meeting-Mini Seminar
Tuesday
September 20, 2016
6:00pm - 9:00pm


Place:
Holiday Inn Torrance
19800 Vermont Avenue
Torrance, CA 90502
 

Date: September 20, 2016

Board Meeting Time: 5:00pm (Everyone Welcome)

Dinner Meeting Time: 6:00pm

Speaker: Ruth Godfrey, EA

Topic: Trusts and Estates

Meal: Sliced Beef with Teriyaki Sauce and Garlic Mashed Potatoes.

CPE: TBD

Cost: $55, day of meeting or at door $60
         

RSVP: Online
Southbay Chapter CSEA

http://www.sobaycsea.org
***NOTE: Please know/bring your PTIN#. You will need it for the CPE Certificate.


Special Enrollment Exam (SEE)


California Society of Enrolled Agents Southbay Chapter

Presents

Conquer the EA Exam

Place:
Andrade & Assoc. Inc
2186 W. 190th St
Torrance CA 90504

Date: October 1, 2016 thru January 28, 2017

Instructors: Nancy Thompson, EA
                     Diana Davis, EA

Enrolled Agents (EAs) are America’s Tax Experts!

EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

They are highly recognized by the industry and consumers based on their high level of expertise and knowledge of tax law and regulations.

Like attorneys and Certified Public Accountants, Enrolled Agents are unrestricted in:

1.   Which taxpayers they can represent.

2.   What types of tax matters they can handle and which IRS offices they can practice before.

3.   The only tax professional licensed to practice and represent clients in all 50 states.

Learn more at: irs.gov/taxpros/agents

EA Exam review program:
This EA Exam review program presents a comprehensive review to prepare those who plan to take the IRS Special Enrollment Examination (SEE). The program fully covers each section of the examination and includes final review sessions that provide problems from prior exams.

Free information Session!
Participate in our free information session to learn more about the enrolled Agent designation and how we can help prepare you for certification. Orientation is on Saturday September 24, 2016. 10:00am – 12:00pm

Schedule:
Part 1-Saturdays, October 1, 2016 thru October 31, 2016. 9:00am - 12:00pm
Part 2-Saturdays, November 5, 2016 thru January 14, 2017. 9:00am - 12:00pm
Part 3-Saturdays January 21, 2017 thru January 28, 2017. 9:00am - 12:00pm

Cost:
Total for All three classes is $890
Part 1 Class only, $445
Part 2 Class only, $445
Part 3 Class only, $100

You can do it.
We all care about our client's rights to fair treatment by the IRS, but do we have the tools necessary to do what's right for our clients? There are so many qualified tax pros, but how is IRS to know? How can potential clients know? The EA license is a badge of honor that helps IRS and the public know our expertise and dedication to our craft.

If you are new to the business, you can pass this exam. There is no age requirement. There is no experience requirement.All you need is a desire to pass this test, and the ability to study for intense but brief periods of time.

We have a unique approach, and we will give you the confidence and the tools you need to pass the EA Exam.

Taxpayers will be able to find you online when you get your free listing on IRS.gov as an Enrolled Agent.

There are several sources of scholarships available and we will provide assistance in applying for them.  Call for details.

How to Enroll:

Online with credit card HERE.

Phone & in-person enrollment
Mon-Thursday 9am-5pm
310-618-1040
2186 W. 190th Street
Torrance, CA 90504

For more information

Please Contact: Tim Elkins and/or Woody Ford
310-618-1040
Tim@hlp4tax.com

Southbay Chapter CSEA

http://www.sobaycsea.org


October Monthly Meeting
South Bay Chapter Meeting Series
Please Join Us
  

Next Chapter Meeting
Tuesday
October 18, 2016
6:30pm - 9:00pm


Place:
Holiday Inn Torrance
19800 Vermont Avenue
Torrance, CA 90502
 

Date: October 18, 2016

Board Meeting Time: 5:00pm (Everyone Welcome)

Dinner Meeting Time: 6:30pm

Speaker: Rod Couts, EA

Topic: Affordable Care Act (ACA) Update

Meal: Sliced Beef with Teriyaki Sauce and Garlic Mashed Potatoes.

CPE: TBD

Cost: $45, day of meeting or at door $50
         

RSVP: Online
Southbay Chapter CSEA

http://www.sobaycsea.org
***NOTE: Please know/bring your PTIN#. You will need it for the CPE Certificate.


November TPMW Conference
South Bay Chapter Conference Series
Please Join Us
  

Tax Practice Management Workshop
Thursday & Friday
November 10 & 11, 2016
8:30am - 5:00pm


Place:
Holiday Inn Torrance
19800 Vermont Avenue
Torrance, CA 90502
 

Date: November 10 & 11, 2016

Board Meeting Time: N/A

Dinner Meeting Time: N/A

Speakers: Everyone attending

Topic: Everything related to managing/running a tax business.

Meal: Breakfast and box lunch will be served.

CPE: 0 Federal

Cost: $285.00, day of event or at door $300.00
         

RSVP: Online
Southbay Chapter CSEA

http://www.sobaycsea.org
***NOTE: Please know/bring your PTIN#. You will need it for the CPE Certificate.


November Monthly Meeting
South Bay Chapter Meeting Series
Please Join Us
  

Next Chapter Meeting
Tuesday
November 15, 2016
6:30pm - 9:00pm


Place:
Holiday Inn Torrance
19800 Vermont Avenue
Torrance, CA 90502
 

Date: November 15, 2016

Board Meeting Time: 5:00pm (Everyone Welcome)

Dinner Meeting Time: 6:30pm

Speaker: TBA

Topic: TBA

Meal: Sliced Beef with Jardiniere-Cabernet Mushroom Sauce with Julienne Carrots, Zucchini, Mashed Potatoes

CPE: TBD

Cost: $45, day of meeting or at door $50
         

RSVP: Online (Link not Available yet)
Southbay Chapter CSEA

http://www.sobaycsea.org
***NOTE: Please know/bring your PTIN#. You will need it for the CPE Certificate.


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