Income Tax Preparation & Financial Services
Our goal is to provide your long-term tax, bookkeeping, and financial service needs with personal and individual service.
Taxes and finances can be stressful for many people. We care for your financial needs and work to provide the best quality service to save you money and stress.
We realize you may need more than an annual income tax return preparation and filing. We know it is important to be available for you throughout the year to answer all of your questions or concerns. You will be able to speak directly with the person who is familiar with your situation and will be able to answer your questions and give you support and guidance.
We would like to be your tax, bookkeeping, payroll & financial service's resource for your personal and business needs.
We are committed to providing personalized, high quality professional services to you at competitive fees.
Here are some situations where you might need advice and are encouraged to call my office during the year. In most cases there is no charge for these services for my clients.
- Change or leave a job-begin collecting unemployment
- Before receiving a distribution from a 401k, IRA or pension plan
- Buy or sell a house or rental property
- Receive an inheritance
- Sell or redeem more than $2,000 in stocks, bonds or mutual funds
- Start, sell or close a small business
- Giving or receiving a gift over $12,000
- Retire or start receiving Social Security
- Have a new child
- Have a change in your marital status
- Receive a notice from the IRS or State Dept. of Revenue
- Any situation where you just want to talk or get a second opinion
Click here to find out what an Enrolled Agent is?
TOP 10 REASONS YOU NEED AN EA |
|
| 10. | Unlike CPA's and attorneys, who may or may not choose to specialize in taxes, ALL enrolled agents specialize in taxation. For more information on the difference between a CPA and a Non-Certified Accountant, see this article. |
| 9. | Enrolled agents are subjected to a rigorous background check conducted by the IRS. |
| 8. | EAs are bound by circular 230, which gives them limited client privilege in situations where the tax payer is being represented in cases involving audits and collections matters. |
| 7. | Enrolled agents are required to complete 72 hours of continuing education to keep them abreast of any and all tax law changes. |
| 6. | EAs take a difficult two day examination administered by the IRS, which covers taxation of individuals, corporations, partnerships, estates and trusts, procedures, and ethics. |
| 5. | Only enrolled agents are required to demonstrate to the IRS their competence in matters of taxation before they represent a taxpayer. |
| 4. | An EA is authorized to appear in place of the tax payer at the Internal Revenue Service. |
| 3. | Enrolled agents are the only tax professionals who receive their right to practice from the United States Government. |
| 2. | Enrolled agents are licensed by the Federal Government.
|
NUMBER ONE REASON |
|
| 1. | The profession has been regulated by congress since 1884. |
