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FAQ?

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What is an “Enrolled Agent?”

 Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service.  EAs must pass a rigorous examination, and 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

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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. 

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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.

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