Our company specializes in accounting and tax preparation services for a wide variety of clients. We specialize in:
- Tax return filing and tax planning for individuals
- Bookkeeping and financial statements for small businesses
- Corporate tax return filing
Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods.
Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses. But first, know what an EA is! EA is an Enrolled Agent for the IRS. https://www.irs.gov/Tax-Professionals/Enrolled-Agents/Enrolled-Agent-Information
Enrolled Agent Information
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before
Who Can Represent You Before the IRS?
Many people use a tax professional to prepare their taxes. Tax professionals with an IRS Preparer Tax Identification Number (PTIN) can prepare a return for a fee. If you choose a tax pro, you should know who can represent you before the IRS. There are new rules this year, so the IRS wants you to know who can represent you and when they can represent you. Choose a tax return preparer wisely.
Representation rights, also known as practice rights, fall into two categories:
- Unlimited Representation
- Limited Representation
Unlimited representation rights allow a credentialed tax practitioner to represent you before the IRS on any tax matter. This is true no matter who prepared your return. Credentialed tax professionals who have unlimited representation rights include:
- Enrolled agents
- Certified Public Accountants
- Attorneys
Limited representation rights authorize the tax professional to represent you if, and only if, they prepared and signed the return. They can do this only before IRS revenue agents, customer service representatives and similar IRS employees. They cannot represent clients whose returns they did not prepare. They cannot represent clients regarding appeals or collection issues even if they did prepare the return in question. For returns filed after Dec. 31, 2015, the only tax return preparers with limited representation rights are Annual Filing Season Program Participants.
The Annual Filing Season Program is a voluntary program. Non-credentialed tax return preparers who aim for a higher level of professionalism are encouraged to participate but it is not mandatory. Anyone can hang a shingle out and call themselves a tax return preparer. Be sure you know who is helping you!
Other tax return preparers have limited representation rights, but only for returns filed before Jan. 1, 2016. Keep these changes in mind and choose wisely when you select a tax return preparer.
Each and every taxpayer has a set of fundamental rights they should be aware of when dealing with the IRS. We can help protect those rights. Explore your rights and our obligations to protect them on IRS.gov.
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Feel free to contact the office anytime. We're here to help.