Enrolled Agents (EAs) are the only profession that has specific tax code training from the Internal Revenue Service. Many CPAs, who are experts in accounting, look to EAs as the experts in tax. Like attorneys and CPAs, EAs can represent taxpayers before the IRS if needed, and they can help you develop tax strategies that will close the tax hole in your money bucket.
While accountants often help you prepare income tax returns using government forms, they generally don’t forecast future taxes and strategize on how to minimize them. They record what happened last year. As Enrolled Agent specializing in tax strategy will evaluate your past returns and your current situation to analyze and recommend tax strategies that may be best for you. Importantly, these are proven strategies that are already written into the IRS Code. If you implement those strategies, they will reduce your income taxes.
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.