Frequently Asked Questions
What Does EA Stand For?
EA stands for "Enrolled Agent." An Enrolled Agent is a federally licensed tax practitioner who specializes in tax matters and is authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS for audits, collections, and appeals. EAs must pass a rigorous exam and adhere to strict ethical standards, ensuring they are highly qualified to assist with complex tax issues.
How is an Enrolled Agent different from a CPA?
While both EAs and CPAs are qualified to offer tax services, EAs specialize exclusively in taxation. EAs are licensed federally and can represent taxpayers in any state, whereas CPAs are licensed by state boards and may have a broader focus that includes auditing and accounting in addition to tax services.
Why should I choose an Enrolled Agent for my tax needs?
Choosing an EA ensures that you have a tax expert who stays current on tax laws and regulations and can represent you before the IRS for audits, collections, and appeals. With extensive training and certification, EAs are equipped to handle complex tax scenarios with precision and care.
How do I know if I need professional tax preparation services?
If you have multiple sources of income, own a business, experienced major life changes (such as marriage, buying a home, or having children), or face IRS issues, professional tax preparation can help you navigate these complexities with ease and avoid costly errors.
How much do tax preparation services typically cost?
The cost of tax preparation can vary based on the complexity of your return and the services required. I provide transparent pricing and am happy to discuss fees during an initial consultation so that you know what to expect upfront.
What documents do I need to bring for tax preparation?
To ensure an efficient process, please bring all relevant tax forms such as W-2s, 1099s, investment statements, and any documents related to deductions or credits (e.g., mortgage interest statements, medical expenses, or charitable contributions). New clients wlil also need to provide a copy of their last year's tax return.
Can you help me if I owe back taxes or have received a notice from the IRS?
Yes! As an Enrolled Agent, I am fully qualified to assist with IRS representation, including handling audits, negotiating payment plans, and addressing any issues related to back taxes or penalties.
How Long Do I Need To Keep My Tax Return Documents
I recommend keeping all of your tax documents for at least 7 years. Longer if you have assets such as rental properties that are still in service.
How do you ensure the security of my personal information?
Protecting your privacy is our top priority. We use secure data storage and encryption for digital records, and all personal documents are handled with strict confidentiality. Our systems are designed to comply with data protection standards, so you can feel confident that your information is secure.