About Carol Fleming
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Carol Fleming, EA, ATA, RFC, CEP, CSA is the Principal of Fleming Tax Service and is licensed to represent tax payers before the Internal Revenue Service.
Fleming Tax Service offers tax preparation, planning, IRS representation; bookkeeping & full payroll including after the fact reports; business consulting & incorporation; & estate planning services. We offer reliable, consistent, affordable service with a commitment to accuracy, integrity and confidentiality. Each of our clients is unique and we tailor our services to meet your needs.
Carol is a current member of the Humble Area Chamber of Commerce and is on the Membership and Economic committees.
Security Licenses:
States: TX
Exams:
Series 26, 6, 63, 66, 7
Insurance Licenses:
Variable Contracts - States: TX
Variable Life and Annuity - States: TX
Life, Accident, Health and HMO - States: TX
Professional Designations & Licenses:
CEP - Certified Estate Planner
CSA - Certified Senior Advisor
EA - Enrolled Agent
RFC -Registered Financial Consultant
ATA - Accredited Tax Advisor
CQA - Certified Quickbooks Advisor
CPB - Certified Public Bookkeeper
Credentials
EA
Enrolled Agent - "Enrolled" means licensed by the federal government. "Agent" means
authorized to appear in place of the taxpayer at the Internal Revenue
Service. EAs have demonstrated technical competence in the field of taxation.
EAs advise, represent and prepare tax returns for individuals, partnerships,
corporations, estates, trusts and any entities with tax-reporting requirements.
EAs specialize in taxation. EAs are the only taxpayer representative
who receive their right to practice from the United States government.
For
more information about EAs click here.
ATA
Accredited Tax Advisor - A designation for professionals who handle
sophisticated tax planning issues, including ownership of closely held businesses,
qualified retirement plans and complicated estates. Credential holders have
earned these designations by successfully meeting stringent requirements
of education, examination and experience and adherence to ACAT's Code of
Ethics and Rules of Professional Conduct. ACAT is an independent accrediting
organization identifying specialists in accountancy and federal taxation.
For more
information about ATAs click here.
RFC
Registered Financial Consultant - a professional designation awarded by
the International Association of Registered Financial Consultants to financial
advisors who meet the high standard of education, experience and integrity
that are required of all its members. RFC examination covers a wide range
of subject matter:
Principles of Personal Finance
Debt and Cash Flow Management
Employee and Government Benefits
Annuities
Securities
Investments and Asset Allocation
Life, Health, and Casualty Insurance
Education and Special Needs Funding
Estate Planning
Survivor Income Needs Analysis
Retirement Income
For
more information about RFCs click here.
CEP
Certified Estate Planner - a professional designation awarded by the National
Institute of Certified Estate Planners. Required to complete a course of
study and pass an examination covering specialized training to bring clients
a plan to preserve, protect and pass on wealth in the most efficient way
available under the law.
CSA
Certified Senior Advisor - a professional designation awarded by the Society
of Certified Senior Advisors. CSAs are required to complete a course of
study and pass an examine covering specialized training for the special
needs of our senior citizens.
For
more information about CSAs click here.
Fleming Tax Service's Professional Memberships
National Association of Enrolled Agents
National Association of Tax Professionals
National Society of Accountants
National Institute of Certified Estate Planners
National Counsel of Certified Estate Planner
American Academy of Certified Estate Planners
International Association of Registered Financial Consultants
Society of Certified Senior Advisors
Directions to Our Office
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