Filing a tax return is more than numbers. It’s important, and it’s PERSONAL! With over ten years of tax experience, I also have a background as a financial adviser. So when I look at a tax return, I see more than just the tax rules of the law and how data should be entered. I work closely with financial advisers to help my clients implement tax efficient strategies for now and for the future.
I provide tax preparation services, at both federal and state levels, for individuals, businesses, trusts, farms, etc. as well as tax consultation services.
Professional designations are important, so I have earned the IRS EA (Enrolled Agent)* designation, which has annual continuing educational requirements. I’m serious about my profession, and I am a tax pro who cares about my clients.
*Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards as outlined in Circular 230 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.