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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.

2026-2027 BOARD

Board Members

PRESIDENT
 

Jay Lang, EA

2nd VICE PRESIDENT

 

Leann Munro, EA

EDUCATION CHAIR
 

Tony Torres, EA

CSEA STATE DIRECTOR

 

Ish Dalal EA

IMMEDIATE PAST PRESIDENT

David McKay, EA

TREASURER
 

Mary Philippsen, EA

MEMBERSHIP CHAIR
 

Leann Munro, EA

1st VICE PRESIDENT
 

Kyle Hopkins, EA

SECRETARY

David McKay, EA

LEGISLATIVE CHAIR
 

Kyle Hopkins, EA

BOARD MEMBERS: 

Santosh Sah, EA, Fred Stein, CPA, EA, Tony Torres, EA, Paul Jubb, EA, Connie Ferrell, EA, Priti Lamba, EA

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