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IMPACTEA
launch, run, + grow an Enrolled Agent Firm
Are you an Enrolled Agent with dreams of building a local, regional, or national tax firm that’s recognized as being as prestigious as any top CPA or law firm? Do you wish you could build the kind of EA firm that can attract the brightest students from the most prestigious schools? Are you ready to challenge yourself to become a change-leader who works with ideal, top-paying loyal clients? If the answer is yes to any of these… let’s go!
elite
education
With a belief that Enrolled Agents can have an incredible impact on the trajectory of financial literacy, successful entrepreneurship, and sustainable legacy building, we provide 7-months of intensive Enrolled Agent education.
business
development
Throughout 2-year commitment to business ownership, our trainees learn to build prestigious EA firms and enhance their professional skill sets, while making an impact in the lives of individuals and business owners nationwide.
ongoing
mentorship
With a growing community of aspiring peers, business leaders, and industry experts, ImpactEA trainees can access the ongoing mentorship needed to excel as Enrolled Agents, business leaders, and employers.
LEADING THE WAY
through education and entrepreneurship
PERSONAL FINANCIAL MANAGEMENT
Tackling the myths and misconceptions around personal financial management, trainees will learn how to develop and analyze personal financial statements, advise on common financial complexities and considerations, and help taxpayers reach their financial goals.
ENTREPRENEURSHIP + ACCOUNTING
Solidifying a deep understanding of entrepreneurship, trainees will learn accounting, business finance, and the 6-elements of entrepreneurship, in order to help entrepreneurs build sustainable businesses and reduce the 5 year 50% business failure rate.
TAX PLANNING + RESEARCH
Trainees will learn how to research and understand tax law in a way that helps individual and business taxpayers maximize their tax savings and minimize exposure to tax compliance issues. Trainees will be introduced to expert tax planning consultants who will help them think through case studies and evaluate suitable strategies.
TAX CONTROVERSY + RESOLUTION
With millions of taxpayers facing IRS and state tax problems, trainees will discover the power of taxpayer advocacy when learning to navigate the intricacies of tax law, IRS procedures, taxpayer rights, and how to protect taxpayers through the examination, collections, and the appeals processes.
profit
planning
Through discovering all of the possibilities that come with building an Enrolled Agent firm, trainees will begin to narrow down service offerings, hone in on a target market, and create a sustainable profit generating plan.
practice
management
Trainees will learn to use modernized processes and efficient procedures focused on setting client boundaries, creating a workplace culture with multi-generation appeal, and developing trust building marketing campaigns.
client building
opportunities
Trainees will have the opportunity to learn how to best serve taxpayers while providing pro bono services to low income taxpayers and fee-based services to their growing client base.
additional topics covered
- Professional Ethics + Due Diligence
- Team Building + Leadership
- Cir 230 Compliance
- Pricing + Agreements
- Client Onboarding + Off-boarding
- Case Management
- Soft Skills
- Tax Research Tools
- Client Communication
- Critical Thinking
- Software + Automation
- Collaborative Consulting
FIRM OWNER journey
We are here for you every step of the way
EXPOSure
elite education
FIRM LAUNCH
mentorship
graduation
FIRM GROWTH
IMPACTEA perks
- Elite One-of-a-Kind Education
- 100% Online Career-Focused Education
- Tax Deductible Training
- Team Building Opportunities
- 2-Year Mentorship
- 100% Firm Ownership
- Build Local, Regional, or National Firms
- Real Client Work Experiences
- In-person Graduation Celebration
IMPACTEA
instructor-led | asynchronous | cohort-based
next SESSION COMMENCEs
APRIL 29, 2024
open registration: Jan 15 - mar 29, 2024
EA
OWNERSHIP REQUIRED
24
month training
48
wks of education
20
AVG training HOURS/wk
100%
WEB-BASED TRAINING
BUSINESS DEVELOPMENT
Investment
$39,999
plus IMPACTEA access: $999/mo
COMMUNITY | MENTORSHIP | employer partnership | updates
What's included:
- Taxley Training Materials
- Weekly Instructor-Led Trainings
- On-demand Instruction
- New Client Opportunities
- Momentum Mastermind Roundtables
- Community of Liked-Minded Peers
- Access to ApprentEA Expos
- Employer Partner Membership
- Ongoing Mentorship
- Taxley Certificate of Completion
- 24/7 Access to Lessons
- 30-day Money Back Guarantee
need help paying for training?
Financial Assistance Opportunities
Grants
Get help exploring government and privately funded grant opportunities that will pay for your training.
Employer Pay
We help trainees communicate the benefits of our training to their employer to help trainees secure reimbursed training fees.
Scholarships
Ask us about our scholarships or get guidance when seeking to use a 3rd party scholarship for training.
Payment plans
With a downpayment to secure your seat, we offer 3-8 month payment plans for self-pay trainees.
faqs
If you can’t find answers to your questions, feel free to contact us.
Once you have your Enrolled Agent license, see LauchEA, if needed, you’ll need to qualify for ImpactEA, as we will only accept a select number of participants each year.
Once accepted, you’ll commit to our 2-year Enrolled Agent firm owner training program, which includes EA career-focused education, firm development training, and required pro bono services so you can practice and gain the necessary skill sets to serve taxpayers and graduate from the program.
Yes. You must:
- Be an active Enrolled Agent in good standing.
- Have completed the ImpactEA application and assessment.
- Be accepted into the program.
To participate in this program you must be an active Enrolled Agent in good standing. If you are CPA or attorney who is also an EA, you are welcome to participate in ImpactEA.
Using the power of the internet, all training is held 100% online.
We are currently working with 2 and 4-year institutions regarding transfer credit agreements. As we solidify relationships with school partners, we will keep you updated.
In the meantime, let us know if you have a school that you’ll like to recognize our curriculum for credit towards your degree, and we will work with all parties to provide the necessary paperwork to assist.
This is actually a 3 part answer:
- The online classroom training takes 30-weeks to complete.
- The estimated time commitment to ensure you can successfully complete the online classroom training is at least 15 hours per week.
- You’ll have a 2-year firm development training requirement which we plan to help you grow into a full-time year-round position as you progress through the program. Prior experience may be considered to reduce your firm training requirements.
Yes. Our ImpactEA participants must complete at least 4,000 hours of actual job-related training, of which at least 500 hours must be pro bono work. This work will be tracked over the duration of the training, as a condition of graduation.
Your success as an Enrolled Agent will depend on your ability to do the work in the real world. Therefore, blending our classroom education with job training is the best formula for long-term success.
If you are currently employed at a company that will allow you to meet some or all of the job training requirements, then you shouldn’t need to find a new employer while building your firm, provided the firm doesn’t have regulations against having outside employment or firm building efforts.
Neither is better or worse, they are both great designations that can provide a lucrative career path and they complement each other very well.
The better question is, “Which is better for YOU?”
The Certified Public Accountant (CPA) designation is a state-based certification primarily focused on financial accounting and it specifically allows you to audit financial statements. Contrary to popular belief, IRS records show that less than 30% of CPAs provide tax services.
So, if you’d like a career focused on financial accounting and auditing, the CPA is the way to go!
The Enrolled Agent (EA) designation is the highest designation the federal government bestows on tax professionals. The IRS recognizes EAs as the “elite” tax professionals. EAs are the only professionals who are required to demonstrate and maintain their competency in tax law, therefore, 100% of active EAs specialize in tax law.
Well trained EAs will be well versed in tax law, and have an understanding of personal financial management, entrepreneurship, and accounting principles.
Enrolled Agents have the same rights with the IRS as CPAs and Attorneys – without the EA being required to spend the time and money associated with traditional education. EAs can even take their career further and practice in US Tax Court as a non-attorney representative after passing a special exam.
So, if you’d like a career in tax law and consulting, the EA designation is the way to go!
Good question!
ApprentEA is for Enrolled Agents are employed by our Employer Partners.
ImpactEA is for Enrolled Agents who are seeking to start their own Enrolled Agent firms.
Both programs include 30-weeks of Enrolled Agent career-focused education.
For the purposes of our program, you must be:
- 18 or older
- Have a PTIN (we will walk you through this process)
- Pass the rigorous 3 part Special Enrollment Exam (aka Enrolled Agent exam)*
- Apply for Enrollment to practice before the IRS
- Pass a suitability check, which includes a background and tax compliance review.
*The 3-part exam covers: Individual Taxation, Business Taxation, and Representation + Procedure. This exam is held at a third-party testing facility and is administered by the IRS.
Absolutely!
After the completion of training requirements you’ll be invited to our annual graduation event, held in Cincinnati, OH, and streamed online for those who can’t make it.
Through this program you will learn to find your own clients, however, as much as possible, we will provide you with the ability to build your skill sets and client base through your pro bono work with the low income taxpayers who will come through our program for tax resolution help.
Your fee includes:
- Access for one participant
- On-demand Training Fee: 12-months access to on-demand ImpactEA* education
- ImpactEA Access Fee – 24-months commitment: Access to education updates, live learning, employer partners membership, business coaching, and mentorship
- Welcome Kit
- All required training material
- 24/7 Online Access during your training term
*Please Note: Participants will have access to the On-Demand Content for the duration of their 2-year firm development training, provided they are current on their monthly ImpactEA Access Fees.
Generally speaking, your investment in this training can be a fully tax deductible business expense, assuming you meet certain qualifications, which further increases the value of this training over traditional college programs.
However, this deductibility will largely depend on your specific circumstances, which you will learn throughout the program.
Yes.
Withdrawal requests submitted up to 30-days after your employment start date will receive a full refund, less a 20% administrative fee and the fee for any materials sent to you. There are no refunds after this 30-day period.
Our refund policy is clearly communicated in our Terms of Training for participants prior to completing registration.
If you don’t plan on starting this training right away but want to sign up, we’d love to have you, but make sure you register for a training term that allows you to dedicate the time needed to complete it. Refunds have firm deadlines and the sequential, limited time, asynchronous nature of this training does not support the “go at your own pace” model.
Please DO NOT enroll in training if you just want to “check it out.” We put an extraordinary amount of time and effort into this, and we expect you to do the same. This training is for serious professionals only.
No refunds will be issued until after the start of the training term for which you have registered. No exceptions.
Hi, I'm Anisha Bailey, EA, MSEL
aWARD-WINNING ENROLLED AGENT | TAXPAYER ADVOCATE | founder, Taxley
In 2008, I left my corporate tax career with Deloitte because I wanted to spend my days truly helping others. With over 15-years of experience owning a tax resolution firm, I created this training program to help Enrolled Agents stand out as elite taxpayer advocates with access to the training I wish had been available when I started out.
serving TAXPAYERS since 2008
questions?
let's talk!
Complete the form below and schedule time to speak with us, so we can learn more about your goals and discuss how we can help.