FAQ

We are Enrolled Agents (EA’s) licensed by the IRS.

What is an “Enrolled Agent”

Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service.  EAs must pass a rigorous examination, a background check, and meet lengthy annual continuing professional education requirements.  That’s why EAs account for less than 10 percent of all tax practitioners – and are considered a cut above the rest.  By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise – so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.

What Type of Services Does an Enrolled Agent Offer?

Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually-changing field of taxation enables them to effectively represent taxpayers audited by the IRS. Our firm’s seasoned professionals are experts in all areas of taxation including:

  • Individual Returns
  • Payroll Tax Issues
  • Business Returns
  • Sales Tax Returns
  • Rental Income Returns
  • Business Consultation
  • Expatriate Returns
  • Fiduciary & Estate Returns
  • Corporation Returns
  • Bookkeeping
  • Partnership Returns
  • Audit Representation
  • LLC Returns

Do Enrolled Agents Provide Planning Services?

Because of their expertise in taxation, Enrolled Agents are well-suited to provide tax planning services. The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around. Our firm offers a full range of planning services including, but not limited to:

  •     Individual Tax Planning
  •     Business Tax Planning
  •     Business Organization
  •     Rental Properties
  •     Foreclosures and Repossessions
  •     Retirement
  •     Investments
  •     Sales and Exchanges
  •     Pension Plans
  •     Education Planning
  •     Finance & Refinance Planning
  •     Home Purchase and Sale Planning

Does This Firm Provide Year-Round Service?

We are here for you twelve months a year, not just during tax season.  Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.

Will My Information Be Kept Confidential?

We maintain a policy of the strictest confidence concerning our clients’ affairs.  You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.