If you need advice or guidance, your Enrolled Agent will be happy to provide it — not just because it’s their job, but because it’s the right thing to do.
Partnering with a financial professional like an Enrolled Agent is about more than just making sure that your taxes are done correctly. It’s about making sure that you’re taking the steps necessary today to guarantee a better, more prosperous financial tomorrow — whether you’re talking about your personal finances or your business finances or a little bit of both at the same time.
While it’s true that using an Enrolled Agent can save a significant amount of time in terms of tax preparation, their true benefits exist all around that goal. They’re your trusted advisors, your valued representatives, and your true partner in every sense of the term. Thanks to the Continuing Education requirements and different levels of testing outlined by the IRS, they’re also tasked with the most important job of all: effectively representing you on your journey to a better, more fulfilling, and more secure future in terms of your finances.
An Enrolled Agent is capable of advising, representing, and preparing tax returns for:
But, regardless of the type of situation, you find yourself in, Enrolled Agents operate with the type of emphasis on ethics that you just aren’t going to be able to find anywhere else. In addition to being experienced, well-trained, and dedicated to making the tax code fair and reasonably enforced for all, they act as your honest, intelligent, and ethical representation before all governmental agencies.
If you get audited, your Enrolled Agent will be there. If you have questions, your Enrolled Agent will answer them. If you need advice or guidance, your Enrolled Agent will be happy to provide it — not just because it’s their job, but because it’s the right thing to do.
When you partner with an Enrolled Agent, you also have the benefit of knowing that your financial future is being built brick by brick with someone competent in all areas of taxation, representation, and ethics. You’re not just getting someone who “says” that they know about taxes or who has a passing interest.
You’re talking about someone who went the extra mile, learning the intricacies of taxation like most of us learn to read, and who have gone above and beyond in not just meeting the IRS required minimum for continuing education, but who have exceeded it at every opportunity. The peace of mind generated by this alone is something you can’t put a price on.