Jan
15
Dinner Meeting
Federal Tax Update & Filing Season Kickoff
IRS Stakeholder Liaison
Almansor Court · Alhambra
San Gabriel Valley Chapter · CSEA
Where Southern California's Enrolled Agents learn, lead & grow.
SGVEA is the professional home for tax experts in the San Gabriel Valley — connecting Enrolled Agents through world-class education, leadership opportunities, mentorship, and lifelong professional relationships.
- Est.
- 1978
- Members
- 200+
- CE Hours/yr
- 24+
Continuing EducationNetworkingMentorshipLeadershipAdvocacyCommunity
Why Members Join
A professional community worth belonging to.
Membership in SGVEA isn't a line on a résumé — it's access to the people, education, and opportunities that shape a great tax career.
Continuing Education
24+ hours of IRS- and CTEC-approved CE each year, taught by leading practitioners and specialists.
Networking
Build genuine relationships with hundreds of Enrolled Agents across the San Gabriel Valley.
Mentorship
Learn from seasoned EAs who've built the practices you're working toward.
Leadership
Serve on committees, run programs, and shape the future of the profession.
Friendships
Careers are long. The people you meet here become your professional family.
Career Growth
From your first year to your last, SGVEA helps you level up at every stage.
Industry Updates
Federal and California tax updates the moment they matter — from experts who dig into the code.
Advocacy
Protecting and elevating the EA credential through CSEA's statewide advocacy work.
More Than A Meeting
This isn't monthly dinners. It's a profession, meeting itself.
SGVEA is where Enrolled Agents step out of their offices, sit across from peers, and remember why they chose this work in the first place. It's education, yes — but really, it's belonging.
- 01Share ideas across every corner of tax practice.
- 02Solve tough client problems with peers who've been there.
- 03Learn together from expert speakers each month.
- 04Celebrate one another's milestones and wins.
- 05Grow careers through mentorship and leadership.
- 06Build lifelong friendships that outlast any single meeting.
Upcoming Events
Learn together.
Feb
12
Workshop
California Conformity — What's Changed for 2026
FTB Panel
Almansor Court · Alhambra
Mar
20
Networking
Spring Mixer at the Botanical Garden
Members & Guests
LA County Arboretum · Arcadia
Apr
09
Dinner Meeting
Ethics for the Modern EA Practice
Karen Hawkins, Former OPR Director
Almansor Court · Alhambra
Meet The Leadership
Approachable professionals, dedicated to strengthening the profession.
The SGVEA board is made up of practicing Enrolled Agents who volunteer their time to build a better community for every member.
DA
Donna Aguirre, EA
President
BJ
Barry Johnson, EA
First Vice President
MT
Melinda Thompson, EA
Secretary
LO
Luz Orozco, EA
Treasurer
CT
Carol Thomas, EA
CSEA Director
JG
Jamie Gibson, EA
Education Chair & Webmaster
ZG
Zena Greenspan, JD, CPA
Member Engagement
Directors & Associates
Hank Terry, EAJan McFarlane, EATerrence Scanlan, EAPam YoungCarol Thomas, EA
Monthly Dinner Meetings
2 CE hours · Federal & California topics
Professional Education
The learning never stops. Neither do we.
From monthly dinner meetings to full-day workshops and our annual conference, SGVEA delivers practical, current, high-quality continuing education taught by respected practitioners.
- ·Federal Tax UpdatesIRS priorities, guidance, forms, and enforcement trends.
- ·California Tax PracticeFTB, CDTFA, EDD — the state landscape that shapes your clients.
- ·Ethics & Circular 230Stay current with the standards that protect your license.
- ·Technology & AIHow modern tools are reshaping the EA practice — and how to lead the change.
The Future of the Enrolled Agent Profession
The profession is changing.
So are we.
Technology, AI, evolving legislation, and rising client expectations are reshaping tax practice faster than at any point in a generation. SGVEA is where Enrolled Agents stay ahead — through education, collaboration, and a shared commitment to serving taxpayers with excellence.
AI & Automation
Practical guidance on tools that raise the ceiling on what an EA can deliver.
Legislative Change
Faster interpretation of new law — federal and California — the moment it lands.
The Next Generation
Mentoring the EAs of tomorrow through education, community, and leadership.
Member Spotlight
"I joined SGVEA for the CE. I stayed for the people. Twelve years later, my closest colleagues — and some of my best friends — are the folks I sit next to every month."
DA
Donna Aguirre, EA
President · SGVEA Member since 2013
Community Gallery
Moments from the chapter.
Photography from dinner meetings, networking mixers, chapter celebrations, and the volunteer work that makes SGVEA more than a professional society.
Dinner Meetings
Networking Events
Chapter Life
Community
Our San Gabriel Valley
Rooted in the Valley. Serving all of it.
From the Colorado Street Bridge to the Arboretum to Main Street businesses in Alhambra — SGVEA members are the tax professionals your neighbors trust.
PasadenaArcadiaMonroviaSan GabrielTemple CityAlhambra
Resource Center
A hub built for practitioners.
Curated updates, guides, and practice tools — organized around the questions Enrolled Agents actually need to answer this week.
Resource
California Tax Updates
FTB, CDTFA, EDD — clear summaries of what changed and why.
Resource
Federal Tax Updates
IRS guidance, procedural updates, and filing-season alerts.
Resource
Ethics & Circular 230
Practical ethics content that fits real EA workflows.
Resource
Technology & AI
Tool reviews and playbooks for a modernized tax practice.
Resource
Practice Management
Pricing, staffing, workflow, and client experience.
Resource
Continuing Education
Upcoming CE courses across SGVEA and CSEA.
Become A Member
Join a community worthy of your career.
Whether you're newly credentialed or a thirty-year practitioner, SGVEA is where the next chapter of your career is going to be built.