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ABOUT US

Sacramento Valley Chapter of CSEA

The mission of the California Society of Enrolled Agents is to empower, engage and advocate for California Enrolled Agents.

 

What is an Enrolled Agent?
An Enrolled Agent (EA) is an individual who has demonstrated technical competence in the field of taxation. Enrolled Agents, or EAs, can represent taxpayers before all administrative levels of the Internal Revenue Service.

What does the term “Enrolled Agent” mean?
“Enrolled” means EAs are licensed by the federal government. “Agent” means EAs are authorized to appear in place of the taxpayer at the Internal Revenue Service. Only EAs, attorneys and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the Treasury Department.

2024-2025 BOARD

Board Members

PRESIDENT
 

David McKay, EA

TREASURER
 

Mary Philippsen, EA

MEMBERSHIP CHAIR
 

Leann Munro, EA

IMMEDIATE PAST PRESIDENT

Nichole Ralls, EA

SECRETARY
​

Ish Dalal, EA

LEGISLATIVE CHAIR
 

Vacant

FIRST VICE PRESIDENT
 

Fred Stein, CPA, EA

EDUCATION CHAIR
 

Tony Torres, EA

CSEA STATE DIRECTOR

 

Lea Garrity, EA​

BOARD MEMBERS: 

Paul Jubb, EA, Jay Lang, EA, Olivia Henley, EA

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