I started my career as an enrolled agent in 1989. I just finished my 30th year of preparing taxes. Many of my clients own small businesses, real estate properties, or have invested money in other markets. I also do representation work; which means answering notices from the IRS, attending audits, and negotiating settlements.
I keep busy all year round. Once tax season is over, it's time to start planning for the current year. I like to be proactive. Most tax savings are planned for before you book your annual tax appointment. I enjoy helping you find these savings and educating you on upcoming changes in your life and how that translates into your return. Even the simplest 1040 can benefit from my services.
I believe in the value of relationships. I view every client relationship like a partnership, and truly believe that my success is a result of your success. I am committed to providing close, personal attention to each client. I take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial knowledge. As a small business, I am able to give you personalized service.
An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
The license is earned in one of two ways, by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS. I earned my license by exam in 1989.
In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years, to maintain their Enrolled Agent status. As a member of the National Association of Enrolled Agents, I must complete 90 hours per three year reporting period. Because of the knowledge necessary to become an Enrolled Agent and the requirements to maintain the license, there are only about 50,000 practicing Enrolled Agents nationwide.
Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).
In 2009, I began a three year program of study to earn my Fellow status in representation from the National Tax Practice Institute. Enrolled agents who successfully complete Levels 1, 2 and 3 (in order) of the NTPI join the ranks of the prestigious Fellows of NAEA’s National Tax Practice Institute™. I achieved my Fellow status in August 2011. I have attended three years of graduate level training. Every year I attend continuing education classes that are current and relevant to my clients and tax practice.