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.
What can I expect in terms of actions to resolve my tax issue, and what are the associated fees?
Your journey with me will most likely involve one or more of the following most common actions:
- obtain IRS information
- requesting and doing a comprehensive analysis of IRS account transcripts
- request penalty relief
- requesting non-assertion of penalties
- requesting penalty abatement
- appeal adverse penalty relief determination
- obtain a collection alternative and relief from enforced collection actions
- requesting extensions to pay and payment plans
- reinstating a terminated or defaulted installment agreement
- filing an Offer in Compromise
- requesting relief from levies and tax liens
- requesting innocent spouse or injured spouse relief
- resolve tax return challenges
- responding to underreporter and math error notices
- responding to correspondence audits
- requesting CP 2000 or correspondence audit reconsideration
- contesting penalties in an underreporter notice or audit
- appealing IRS deficiency determinations
- filing delinquent returns
- filing delinquent returns
- resolving delinquent return inquiries
- filing to replace an IRS filed return for a non-filer (SFR)
As you can see, this list of actions is pretty extensive, and fees are impossible to determine without knowing what action or actions may be required and how complex the issue(s) may be. However, there is a fixed and separate fee for requesting and doing a comprehensive analysis of IRS account transcripts (A. above). The fee for this service which is an integral part of my due diligence stage (see below) is $345.00. It is my policy to require this analysis from every current or prospective client. Once the analysis is completed, we discuss your options, opportunities, and additional fees. There is no obligation on your part or mine to continue with the process.
There are three stages to my tax problem solving process:
Stage 1. Due Diligence
Stage 2. Execution of solutions
Stage 3. Maintain future compliance