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Finance Exam Prep

Finance Exam Prep

Enrolled Agent Exam [Part 3] 07, Becoming an Enrolled Agent and Form 23

Finance Exam Prep · Aug 12, 2026 · 3:08

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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams.

In this episode you will learn:
- You must file Form 23, the Application for Enrollment, within one year of passing the final part of the Special Enrollment Examination (SEE).
- The application requires a non-refundable user fee, which is currently $140.
- All applicants undergo a rigorous suitability check, which includes a personal tax compliance review and a criminal background check.
- Authority to practice as an Enrolled Agent begins only after your Form 23 application is formally approved by the IRS, not when you pass the exam.
- A Preparer Tax Identification Number (PTIN) is a prerequisite that you must have before starting the enrollment application process.

For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep

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