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S
SkiingFarmer
Level 2
September 17, 2021
Question

How do I change my ERO name to EA rather than CPA?

  • September 17, 2021
  • 1 reply
  • 13 views

I ceased  to be a CPA on August 1, 2021.  Now I am an EA.  I have successfully changed my business and preparer name.  How do I change ERO name?

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1 reply

George4Tacks
George4Tacks
Level 15
September 17, 2021

You need to change your name with IRS, then get that change to PCT to change the Firm Name

Who do I contact if I have a concern or question associated with my EFIN?

Contact the e-help desk at 866-255-0654 (6:30 AM to 6 PM CT) 

Answers are easy. Questions are hard!
    S
    SkiingFarmerAuthor
    Level 2
    September 19, 2021

    George4Tacks - Thank you! I'm a bit embarrassed. I had already dealt with the IRS to change Firm Name & Preparer Name, so all I needed to do was go through "options" under Tools, right in front of me, on my screen!

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