It's Time For The 2019 SEE Prep Course 

IRS Enrolled Agent Course

Special Enrollment Exam Prep Course -- Summer 2019

Register Now! 

This Special Enrollment Exam Test Prep Program is offered by members of the Massachusetts Society of Enrolled Agents at the Crowne Plaza n Natick, MA. It is designed to provide students with an in-depth tax education on all relevant tax topics which include, but are not limited to: tax research, representation before the Internal Revenue Service, ethics, individual taxation, partnerships, and corporations. 

 

Course teaching methods include but are not limited to: classroom lecture, on-line study and testing, and course textbook work.

Reasons to Consider Participating in this Program

• The curriculum allows Enrolled Agent candidates the opportunity to review and comprehend the material as well as the exam question format.

• This course, with its weekly assignments and structured presentation, offers a sensible way to prepare for the Special Enrollment Exam. The program format is designed to cover the necessary material in a timely and orderly manner.

• This course is taught by Enrolled Agents who have been through the rigors of the exam and can offer helpful tips to prospective Enrolled Agents. Their extensive tax preparation experience makes the instructors excellent resources for clarifying difficult concepts.

• The breaks built into the course schedule allow candidates to review each part and take the exam part before continuing the program.

MaSEA Opportunities for SEE Students

• Networking with hundreds of area enrolled agents
• Best tax education programs in Massachusetts
• MaSEA Associate status
• MaSEA Brown Bag Lunch & Learn events
• Admission to the MaSEA Mentorship Program
• Visits to US Tax Court with MaSEA members
• Lower cost member rates for MaSEA 2019 & 2020 events
• One free MaSEA Monthly Dinner Meeting
• Volunteer positions at MASEA activities

 

IRS CPE Credits

Students attending every class of any part earn IRS CPE credits toward their Annual Filing Season Program commitment.

Part 1 – Nine hours of class time, 5 IRS CE credits

Parts 2A & 2B – Eighteen hours of class time, 5 IRS CE credits

Part 3 – Nine hours of class time, 2 IRS CE credits

Total IRS CPE credits to be earned by students – 12.

 

2019 SEE Prep Course Dates and Times

Classes are held on Thursday evenings from 6pm to 9pm are organized in four parts. Each part consists of three classes.

Part 1: June 6, 20, & 27 

Part 2a: July 11, 18, and 25 

Part 2b: Aug. 1, 8, 15 

Part 3: Aug. 29, Sept 5 & 12 

 

 

Location

Crowne Plaza Boston-Natick 1360 Worcester St, Natick, MA 01760

 

Cost

Part 1 - $325 – Individual Income Tax

Parts 2A & 2B – $725 – Business, Estates, Trusts and Non-Profits

Part 3 - $325 – Representation and Ethics before the IRS

Complete Course, all four parts - $1125

 

Course Instructors

Part 1 – Jessica Prince, EA & Mike Rhodes, EA

Part 2A – Mason Klinck, EA & Mark Lawless, EA

Part 2B – Terry Anderson, EA & Scott Franklin, EA

Part 3 – John Warren, EA & Judith Kellogg, EA

 

 

Course Details

Part 1:    June 6, 20, and 27
 

Jessica Prince, EA is an owner at MJ Tax and Business Services in Fairhaven. The business provides tax preparation, payroll services, bookkeeping and business consulting

Mike Rhodes, EA earned his EA in 2015 & has started Representation Services through his tax business in 2017. He has worked representation pro bono cases for the Bentley Low Income Tax Clinic in Waltham and continues to volunteer his services as needed.

Mike has been preparing Individual & Business tax returns for 13 years for many different tax agencies including Jackson Hewitt Tax Service, Liberty Tax Service, and Direct Tax Service. He has had his own tax preparation business since 2008.

Mike has taught introductory and return preparer tax courses for Liberty Tax Service this past fall and for Jackson Hewitt Tax Service the last several years.

Part 2A:  July 11, 18, and 25

Mason Klinck, EA has been both a Revenue Agent for the IRS as well as a partnership auditor for the California Franchise Tax Board, with an emphasis on abusive multi-tier tax shelters. In addition he has worked for law and public accounting firms in taxpayer defense, legal research, tax planning and return preparation. His practice now consists of consulting law and CPA firms as well as taxpayer representation. In addition, Mason has managed VITA sites, and done pro bono work for Low Income Taxpayer Clinics in California and Massachusetts. Mason has taught in graduate ltax programs and published in the technical press. He holds two degrees from Oxford as well as a Master of Science in Taxation and an MBA.

Mark Lawless, EA is an Enrolled Agent providing tax preparation services, tax consulting and planning, and taxpayer representation for individuals and small businesses. I also provide business advisory services for demand forecasting and demand planning for medium to large sized corporations. I have served on the Board of Directors of several companies and organizations. I have held business planning and financial executive positions in the automotive, business systems, foodservice, consumer goods, financial services and publishing industries. The companies have included General Mills, Chrysler Corporation, NCR Corporation, Ponderosa Inc., Hanson PLC, National Fire Protection Association, American Hospitality Concepts Inc. and UBS Financial Services Inc.

Part 2B:  August 1, 8, and 15

Terry Anderson, EA received her EA in 2001 and her MST in 2009.  She has been teaching modules of the SEE review course administered by the MASEA for over 10 years; specifically part 2 - sole proprietors, partnerships, corporations, non-profits, and estate and trust taxation.  Prior to that she taught an introductory tax course for H&R Block as well as advanced courses.  She presents on various tax topics at MaSEA meetings and at other venues.  Terry has her own tax practice.

Scott Franklin, EA has a law degree from UMichigan and mortgage loan experience. He has a tax practice in Wellesley. Scott is extremely proficient with the tax issues of stock options, small business and rental property taxes. He provides elder care tax services that encompass gifting, trusts and estate planning. He also is a fine furniture maker

Part 3:  August 29, September 5, and 12

John Warren, EA manages the Medford Tax Experts, a consortium of tax professionals. He has almost four decades of tax preparation experience. John is an NTPI fellow and current president of the MA Society of Enrolled Agents. He has computer programming experience in the software design of corporate tax applications. He verifies tax software compliance for a do-it-yourself retail software product. He prepares individual, small business and non-profit tax returns. John is co-hosts the Cape Cod TV series, “The Tax Experts” and conducts multiple presentations across the Commonwealth during the summer and fall.

Judith Kellogg, EA owns Special K Tax & Accounting specializing in individual, small business, corporation, trust, and estate tax return preparation. She is an NTPI fellow and has served on the Board of Directors of the Massachusetts Society of Enrolled Agents (MaSEA).  She has worked as a corporate controller for Ceverva Networks, Inc., National Transaction Network, Inc. and Computer Telephone Corporation and CFO and Treasurer of Flexwatt Corporation. Recently, she was employed as a seasonal software quality assurance analyst for a large tax preparation software company and as a seasonal tax expert for another software company. She has taught the Special Enrollment Exam Preparation course and has moderated educational seminars for MaSEA. Judith holds a Bachelor's of Science in Business Administration from the University of Nebraska at Omaha and a Master's of Science in Management from Purdue University specializing in Finance.

 

Register Now!