
educationAug 12, 20263:08pending
Enrolled Agent Exam [Part 3] 07, Becoming an Enrolled Agent and Form 23
About this episode
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams.
In this episode you will learn:
- You must file Form 23, the Application for Enrollment, within one year of passing the final part of the Special Enrollment Examination (SEE).
- The application requires a non-refundable user fee, which is currently $140.
- All applicants undergo a rigorous suitability check, which includes a personal tax compliance review and a criminal background check.
- Authority to practice as an Enrolled Agent begins only after your Form 23 application is formally approved by the IRS, not when you pass the exam.
- A Preparer Tax Identification Number (PTIN) is a prerequisite that you must have before starting the enrollment application process.
For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep
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