As tax specialists, Enrolled Agents offer:
Tax Planning
With extensive knowledge of current tax laws, Enrolled Agents can help you develop a tax strategy that minimizes your tax bite while making sure you comply with tax requirements. Check in with an Enrolled Agent before making any major financial decision, to see if there are tax consequences you may not be aware of. Consulting with an Enrolled Agent when planning a new business can make sure you have the best structure for tax purposes.
Tax Return Preparation
Enrolled Agents prepare personal, business, estate and other income tax returns. Many also prepare sales tax returns and other types of federal, state and local tax returns. Tax returns have a variety of due dates, not just April 15, so many Enrolled Agents are available year-round to help when you need it.
Tax Problem Resolution
Resolving tax problems is what sets Enrolled Agents apart from ordinary tax preparers or financial advisors. Enrolled Agents are the only nationally licensed tax professionals, authorized to represent clients before the IRS in all 50 states. Many Enrolled Agents have graduated from the National Tax Practice Institute (NTPI), which provides advanced training in taxpayer representation. Some Enrolled Agents have passed the rigorous process to become U.S. Tax Court Practitioners (USTCP).
And more…
Many Enrolled Agents also provide additional services and have additional credentials such as:
- Bookkeeping
- Business consulting and entity selection
- Payroll services
- Sales taxes
- Tax Court representation
- Estate planning and trust creation
- CPA services: financial accounting auditing and attestation
- Financial planning
- Investment management and securities brokerage
- Fiduciary and elder financial management
Enrolled Agents are America’s Tax Experts®. Call today to schedule an appointment.