Tax Preparation

It is my goal to provide my clients with every legal deduction allowed by Congress and the IRS. 

I am an Enrolled Agent and an active member of the National Association of Enrolled Agents.  The IRS requires that as an Enrolled Agent I must maintain 72 hours of continuing education related to taxation over every three years.  In order to be a member in good standing of the NAEA, members must earn 30 hours of continuing education each year.  Enrolled agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax reporting requirements.

Not all paid tax return practitioners are equal! 

Only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation, and ethics.  EA’s are given unlimited representation rights before the IRS.  Unlike attorneys and CPAs, who are state licensed, and who may not choose to specialize in taxes, enrolled agents specialize in taxation.

This IRS chart outlines the different levels of testing, continuing education requirements, unlimited representation rights and other criteria that you should know before hiring a tax professional.

Tax Compliance                          Continuing             Practice

Category       PTIN               Check               IRS Test         Education            Rights

Enrolled

Agents           Yes                 Yes                  Yes*                    72 Hours**          Unlimited

CPAs              Yes                 Yes                   No                      Varies                    Unlimited

Attorneys     Yes                 Yes                   No                      Varies                    Unlimited

Supervised   Yes                 Yes                   No                      No                          Limited

Preparers

Non-1040     Yes                 Yes                   No                      No                          Limited

Preparers

Emphasis on Ethics – It is my goal to provide honest, intelligent and ethical representation of taxpayers before the governmental agencies.  As an enrolled agent I am required to adhere to the Treasury Department’s Circular 230 regulations.

* Special enrollment exam

** Every three years

Let me help navigate the tax laws for you: Call 501-771-1712