Upcoming Events
SEE Test Prep: Enrolled Agent Special Enrollment Exam Preparation
Join us for our almost weekly SEE training
CoSEA Mission
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Advocate taxpayer rights through professional and ethical representation.
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Promote the recognition of the role of Enrolled Agents as “America’s Tax Experts”.
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Support and enhance the professional growth of our members.
Taking on new clients?
We receive many new inquiries from taxpayers seeking an Enrolled Agent and would like to refer them to members building their practices.
We also receive regular contacts from seasoned tax practitioners looking to retire, seeking other like-minded tax professionals they can trust to refer their valuable clients to.
As such, we are developing a list of members taking on new clients. If you want to be added to this list, please reach out to [email protected] and specify the type(s) of taxpayer(s) you are most interested in serving.
Help make CoSEA even better!
Volunteers are needed. Let us know how you can help
Complete the survey here.
sEE Test Prep
Join us Weekly, Tuesdays 4:30-6:00 PM
(except the first Tuesday of the month)
1 CE credit for EAs
Registration encouraged
This training is free to everyone!
Colorado News
TheTaxBook discounts are coming soon to CoSEA members only. CoSEA members receive $100 off the cost of TheTaxBook bundle. Other discounts available for CoSEA members as well. (Note, CoSEA does receive a rebate on each sale.)
If you aren’t a CoSEA member, the discounts are significant…in some cases, they are enough to pay your annual CoSEA membership!
The article by CoSEA Board Director, Carl Johnson, may have been published a while back, but it is still valid today. (And you have to love the cartoon!)
Read Carl's article about his EA journey here.
CoSEA continues to work closely with Our State Agencies and Legislators
CoSEA is working with CDOR and CDLE to develop future rules and regulations and to become an apprenticeship sponsor for our members. If you are interested in participating in this process, please email me today at [email protected] or call John Dundon on his cell at 720-234-1177.
For next year's 77th General Assembly, CoSEA is working on legislation to give business owners who are in arrears on sales or withholding taxes an opportunity to enter into an installment agreement rather than face bankruptcy or closure. Please join us in this most excellent effort.
RAP 101: Program Development and Registration Orientation
CDLE will offer free orientation training with follow-up personalized 1-on-1 guidance
Registration is required.
IRS News
Reminder: Kwong v. United States—File by July 10, 2026
In November 2025, the U.S. Court of Federal Claims held in Kwong v. United States that IRC § 7508A(d) automatically postponed federal tax filing and payment deadlines for the entire COVID-19 disaster period — January 20, 2020 through July 10, 2023. This means penalties and interest assessed in that window may be refundable. The IRS is appealing and isn't issuing refunds yet, but refund claims must be filed by July 10, 2026 to preserve the statute of limitations.
If you have clients who might qualify, file their Form 843 and write "Protective Refund Claim Pursuant to Kwong v. United States" at the top to preserve their rights pending appeal. The deadline is July 10, 2026.
Mark your calendars! As representatives of Colorado Tax Practitioner organizations and VIP’s, you are cordially invited to two upcoming Practitioner Liaison Meetings (PLM’s):
1999 Broadway, 14th Floor
RiNo Room
Denver, CO 80202
1:00 – 3:00 p.m. Mountain Time
Get the latest updates for your members about their divisions directly from Joe Garcia, THE Colorado Local Taxpayer Advocate, Mindy Wilgus, the EXCEPTIONAL Special Agent with Criminal Investigation, and me with Stakeholder Liaison. Also, for the Thursday, 11/5/26 PLM, we will have a special guest, Derek Ganter, the NATIONWIDE Communications and Liaison Program Director. Mark your calendars NOW for both:
• Monday, 7/13/26
• Thursday, 11/5/26
There might be additional pending speakers from Exam, Collection and Appeals, depending upon their availability.
If you plan to bring others with you, please let me know their names in advance.
We especially would like to know how to serve your members better from this meeting so come with your suggestions!
Communications to publicize the upcoming Trump Account for parents/guardians with children under the age of eighteen.
Each child under 18, is eligible to have a Trump account established for them if the child is (1) Under 18 years of age at the end of the Trump account election year, (2) Has been issued a valid Social Security Number, and (3) Be someone for whom no prior Trump account election has been made on their behalf.
This is an opportunity for every child to receive a jump start on their financial well-being with the help from you spreading the word. I would like to get the information out on the Trump account, and you would be a trusted partner in doing so.
These accounts are traditional individual retirement accounts (or IRAs) for children. Parents or guardians can now submit an IRS Form 4547, at any time to IRS, or with their 2025 tax returns (even if on extension). However, the accounts cannot be funded until July 4, 2026. We hope to have publications, tax tips, fact sheets, and more for you to share throughout 2026, but in the meantime, one of my associates has put together the attached materials for you to share in/on your website, newsletter, social media, etc.
Please share this information with your families, as the Trump account can help set up our kids for their futures into adulthood.
Discounts For CoSEA Members
When renewing or purchasing these products please ask for the the special CoSEA member discount to get your best available price and support CoSEA through their rebate programs. Discounts vary but they are with major vendors such as The TaxBook, QuickFinder, and RIA/PPC, Tax990, and more.
Full details on the Members Benefits page. You must be logged in as a member to see this information.
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How I Passed the Enrolled Agent Exam-My Strategy for SuccessTheresa Dreyer passed her Enrolled Agent exams in 2025. |
