The Transformation of Your Financial Future Begins Today

Why Work With an Enrolled Agent

Partnering with a financial professional like an Enrolled Agent is about more than just making sure that your taxes are done correctly. It's about making sure that you're taking the steps necessary today to guarantee a better, more prosperous financial tomorrow — whether you're talking about your personal finances or your business finances or a little bit of both at the same time.

While it's true that using an Enrolled Agent can save a significant amount of time in terms of tax preparation, their true benefits exist all around that goal. They're your trusted advisors, your valued representatives and your true partner in every sense of the term. Thanks to the Continuing Education requirements and different levels of testing outlined by the IRS, they're also tasked with the most important job of all: effectively representing you on your journey to a better, more fulfilling and more secure future in terms of your finances.

An Enrolled Agent is capable of advising, representing and preparing tax returns for:

  • Individuals

  • Partnerships

  • Corporations

  • Estates

  • Trusts and More

But, regardless of the type of situation you find yourself in, Enrolled Agents operate with the type of emphasis on ethics that you just aren't going to be able to find anywhere else. In addition to being experienced, well-trained and dedicated to making the tax code fair and reasonably enforced for all, they act as your honest, intelligent and ethical representation before all governmental agencies.

If you get audited, your Enrolled Agent will be there. If you have questions, your Enrolled Agent will answer them. If you need advice or guidance, your Enrolled Agent will be happy to provide it — not just because it's their job, but because it's the right thing to do.

When you partner with an Enrolled Agent, you also have the benefit of knowing that your financial future is being built brick by brick with someone competent in all areas of taxation, representation and ethics. You're not just getting someone who “says” that they know about taxes or who has a passing interest.

You're talking about someone who went the extra mile, learning the intricacies of taxation like most of us learn to read, and who have gone above and beyond in not just meeting the IRS required minimum for continuing education, but who have exceeded it at every opportunity. The peace-of-mind generated by this alone is something you can't put a price on.

Frequently Asked Questions

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

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

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

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.

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.

See why our clients love us!

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