Tax Experts

An enrolled agent (EA) of the National Association of Enrolled Agents (NAEA) is a federally licensed tax practitioner who has technical expertise in the field of taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers for audits, collections, and appeals before all administrative levels of the Internal Revenue Service.

Only enrolled agents demonstrate their competence in matters of taxation and report their hours of continuing professional education to IRS. Enrolled agents are the only taxpayer representatives who receive their right to practice directly from the U.S. government (certified public accountants and attorneys are licensed by states and their licenses are state specific). Unlike attorneys and certified public accountants, who may or may not choose to focus on taxes, all enrolled agents specialize in taxation.

For more info, go to www.naea.org


Tax Preparation

Every year there are numerous changes to the tax laws and the tax code. IRS Code sections now number from 1 to over 9,800 and encompass more than 11,000 pages. Frequently, provisions are added while others expire. Some are indexed for inflation, so they change as well. Some are effective at the beginning of the year while others become effective on the date of a particular bill or law is signed. The tax code and regulations are very complex and Congress is continually changing the tax laws. Enrolled agents take continuing education courses each year to keep up with the changes and also have research tools at their disposal to constantly monitor the updates. Most taxpayers do not have the time or the research tools to read the volumes of material that are added or deleted from the tax code each year. That is why it is important to choose a tax professional, such as an enrolled agent, who keeps up with the rules and regulations and uses this expertise to do the best job possible for every taxpayer.

Some areas of tax law that frequently change include:

• Tax brackets and tax rates
• Credits, deductions, and exemptions
• Educational incentives
• Alternative Minimum Tax (AMT) limits
• Retirement account issues


Financial Planning and Other Services

We offer other business-related services which may include providing tax planning in coordination with your financial planner, budgeting and financial statement preparation.




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