Mission Society of Enrolled Agents

05/23/2026

MSEA's May Lunch & Learn featuring Steven Walker Esq. and "Advances in Federal & California Tax: Recent Tax Court Cases" was a great success. Building knowledge and networks along the way. Join us June 25th for the Annual Meeting and the installation of the 2026/2027 board at Missioneas.org.

05/16/2026

Email [email protected] with your nominations. Register to attend the Annual meeting: https://missioneas.org/2025annual/

05/12/2026

Greetings to all MSEA Members,

Congratulations on surviving tax season. I’m sure some of you still have some extensions to work on, but the bulk of it should be done. So, it’s time to look ahead to the rest of the year.

MSEA will continue with our monthly luncheons, coupled with a couple of hours of continuing education. Due to conflicts with other groups, we have changed the monthly meetings at the Three Flames restaurant to the 3rd Thursday of each month, except in June, which will be on the 4th Thursday (June 25) because of a conflict with the last day of the CSEA Super Seminar in Reno. (June 16-18.) May’s meeting will feature attorney Steven Walker discussing Advances in Federal and California Recent Tax Court Cases.

MSEA will also be bringing back from hiatus our famous Mini Seminars (“Minis”) during the summer. Watch for more information to be released soon about the Minis.

Our June 25th lunch meeting is the MSEA Annual Meeting, which will feature the installation of the new 2026-2027 officers of the MSEA Board, and a vote on several MSEA bylaw revisions.

There are still a couple of opportunities open for you to serve on the MSEA Board. If you are interested in being a member of the MSEA Board, let us know soon, as nominations are due soon.

And don’t forget the CSEA Super Seminar on June 16-18 at the Peppermill Hotel in Reno. This is a chance to increase your knowledge base, network with others, visit vendors, and earn a lot of continuing education hours.

Sincerely,
Colin J Ford, EA
https://conta.cc/4wqPLby

05/04/2026

May's Lunch & Learn offered in-person Thursday, May 21st, 2026. Registration is open now at: https://www.csea.org/CSEA/Thrive/Learning_Hub/Live_Education.aspx

04/27/2026

Thursday, May 21, 2026
Advances in Federal & California Tax: Recent Tax Court Cases Featuring Steven Walker, Esq. 11:45 to 2:10 pm. In-person at Three Flames Restaurant in San Jose.

Member: $50 | Non-Member: $60 Early Bird Registration until May 15, 2026

Member: $55 | Non-Member: $65 Registration until May 20, 2026

https://conta.cc/4eLgCZi

Email from Mission Society of Enrolled Agents May Lunch & Learn       MSEA Education     Monthly Lunch & Learn Presentations are resuming on the 3rd Thursdays of each month Beginning May 2026 (with

03/16/2026

Greetings to all MSEA Members,

I hope you are keeping your head above water during the hectic business of this tax season.

In the last few weeks, many of us have received phishing emails that look almost real. Just a reminder to be extremely cautious if a phishing email looks fishy!

If you can take a moment to report it to the IRS, hopefully, they will eventually be reduced or eliminated. You have several options to deal with phishing emails or texts.

The IRS has instructions at: How to forward the header of a phishing email | Internal Revenue Service . Or forward email to the IRS Stakeholder Liaison: [email protected] with a forward of what it is you are sending.

Remember the useful tools and information on our website at MSEA.org and the roundtables and chats available through CSEA to help you during tax seasons.

It also looks like there is now legislation to allow EA’s to prepare Oregon returns without additional certification. See NAEA's News & Updates announcement below.

Keep smiling, it will make tax season a lot better!

Sincerely,

Colin J Ford, EA
https://conta.cc/4smh04v

01/25/2026

Great event by California Society of Enrolled Agents (CSEA)

✨ Let’s Make Tax Season Less Taxing! ✨

Join us for an In-Person Practice Management Roundtable designed for tax professionals at every stage. Whether you’re just starting out, scaling an established practice, or planning your exit, this interactive evening is for you.

 

💡 Topics include:
• Building a tax practice: tech stack, staffing, and common pitfalls
• Maintaining an established practice: pricing, boundaries, and specialization
• Handling the unexpected: succession planning and emergency strategies

 

🤝 What to expect:
✔ Real-world scenarios from seasoned professionals
✔ Meaningful networking and mentorship
✔ Actionable ideas you can use immediately

 

📅 January 22, 2026
🕕 Registration, Social Hour & Dinner: 6:00 pm
🕖 Education: 7:00–9:00 pm
📍 CSEA Office | Rancho Cordova, CA

 

Bring your questions, insights, and favorite tools. Let’s learn from each other and build stronger practices together.

01/25/2026

Check out our website for upcoming events: https://missioneas.org/

01/15/2026

Wishing all Enrolled Agents a smooth, focused, and successful tax prep season. You do important work, and you do not have to do it alone. 💙

Our Special Interest Groups are here to help you connect, collaborate, and problem-solve with fellow EAs. These groups are a space to share expertise, tax strategies, business practices, ask questions, or just talk shop with people who get it.

San Jose SIG
Theme: Helping One Another Solve Tax Problems
or Solving Tax Problems with help from other EAs

Large Practice SIG
For firms with $500k+ in gross revenue or 1,000+ returns
Must have at least one year-round, non-administrative employee
Meets monthly via Zoom

Santa Cruz & Monterey County SIG
Virtual meetings

If you are looking for advice, answers, or connection during busy season, reach out to the SIG contacts and join the conversation. We are better when we support each other.

Special Interest Groups get together to meet and mingle with other Tax Professionals. They enable everyone to share their expertise, tax strategies, business practices, and much more. So, if you are looking for advice, need questions answered, or just want to chat, please to reach out to the con ...

01/06/2026

Busy day at Cast in Concrete with Claudia Hill and Alan Pinck presenting 2025 Federal Tax Updates.