Established in 1984 by outgoing President Nancy Nesbitt, EA, CSEA's Scholarship Fund awarded tens of thousands of dollars to worthy students to assist them with their education, particularly to promote the Enrolled Agent profession as a career choice.
In January 2008, the CSEA Education Foundation was formed as a 501(c)(3) entity, and has established a new Scholarship Program. The Foundation is separate from CSEA, and the Scholarship Committee is now a committee of the Foundation, not of CSEA.
The primary purpose of the Foundation is to foster, improve and provide access to tax-related information and services available to the general public through education programs and scholarships aimed at increasing the knowledge of current Enrolled Agents and potential EA candidates.
There are two types of scholarships available.
(1) California residents not currently or previously licensed as EAs are eligible to apply for a scholarship for tuition, including registration fees and books, for courses in the field of taxation, finance, or accounting, particularly courses specifically designed for Special Enrollment Examination (SEE) preparation.
Download application form S-1 (for non-EAs).
(2) Current California EAs who wish to broaden their knowledge in the field of taxation are eligible to apply for a scholarship for appropriate courses. Scholarships are NOT awarded for courses necessary to maintain Continuing Professional Education hour requirements, but are specifically intended for courses that expand the fields of knowledge and expertise. Examples of appropriate courses include Tax Court, NTPI, C-STAR, etc.
Download application form S-2 (for EAs).
Scholarship Awards are funded through the generosity of the Members of the California Society of Enrolled Agents and by sponsors, donors, and bidders of the Society’s annual Scholarship Auction. Contributions to the CSEA Education Foundation are deductible for tax purposes.
Scholarships are currently awarded three times annually; the three deadlines for receipt of scholarship applications are currently June 30, September 30, and December 31 of each calendar year. Applications will be processed within 30 days of the next deadline following receipt. For further information, see the scholarship applications. See the applications for additional information. Completed applications with all required documentation should be sent to CSEA Education Foundation, 3200 Ramos Circle, Sacramento, CA 95827-2513.