Welcome to the Mission Society of Enrolled Agents (MSEA)
The Mission Society of Enrolled Agents is a nonprofit professional association of over 300 members, offering education and networking opportunities to tax preparers in the South San Francisco Bay Area.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
September Mini Seminar
Topic: CDTFA, Sales Tax, Use Tax & Wayfair Update
CDTFA employees will guide you through how to avoid common Sales and Use Tax mistakes. They will also cover the implications of the Wayfair decision. They will walk you through the Third Party Access on the CDTFA website as well. There will be time for questions and answers in which you may submit a specific concern to CDTFA.
Speaker: CDTFA Employee
When: September 14, 2019
MSEA’s September Luncheon Meeting
Topic: Practice Management – An Ethical Approach
A strong knowledge of tax law and keeping up with the constant changes in them is very important to be sure, but working smart and right is essential in running a successful tax practice. This 2-hour presentation will touch on many essential aspects of operating a tax practice in an efficient and ethical manner under the provisions of Circular 230 and our Code of Ethics.
Certainly, in a 2-hour presentation not all topics in running a tax practice can be covered. However, whether they are new Enrolled Agents or seasoned veterans, thinking of starting their own or have an established practice, attendees will come away with ideas and plans to incorporate into their practices. No two practices are ever alike and no two practices are ever run the same. Topics will include marketing, pricing, billing, engagement letters, mail, insurance, firing clients, client documents, workpapers and hiring employees.
Speaker: Norman Golden, EA
When: September 17, 2019