What is an Enrolled Agent?

Enrolled Agents are tax professionals licensed by the IRS to represent taxpayers at all administrative levels of the IRS and can practice in all 50 states.  “Enrolled” refers to the fact that the federal government licenses these professionals.  They are “Agents” in that they are authorized to appear in place of a taxpayer before the IRS.  They are required to demonstrate their competence in tax matters before they represent a taxpayer before the IRS and must complete 72 hours of continuing professional education every three years to maintain their status.

Can you help me if I am not withing driving distance of your location?

Yes, I can. We communicate via zoom from the comfort of your home or while you are on the go, at a time that works for you without you having to leave your home or office. You can also upload and exchange information with me 24/7 using a secure client portal. 

In today’s world, I interact successfully with the IRS on my client’s behalf via a telephone, a fax machine, email and/or video conferencing.