What is an enrolled agent? An enrolled agent (EA) is a federally-licensed tax practitioner who has proven tech- nical expertise in the field of taxation. Enrolled agents are empowered by the US Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals. Only Enrolled Agents, attorney's and CPA's may represent taxpayers before the IRS.

How can I help you? Enrolled agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trust, and any entities with tax-reporting requirements. Enrolled Agents' expertise in the continually changing field of taxation enables them to effectively represent taxpayer's audited by IRS.
Privilege and the Enrolled Agent:  The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (Those bound by the Department Treasury's Circular 230 regulations) a limited client privilege. This privilege allows confidentiality between the taxpayer and the and the enrolled agent under certain conditions. The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.

Core Values : 
Promotes professionalism
Adheres to high ethical standards
Advocates for the enrolled agent (EA) credential
Supports sound tax policy and taxpayer rights
Practice knowledge-based governance
strives to meet members needs
respects diversity
engages in visionary thinking

Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a tax payer. In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years to maintain their Enrolled Agent status. NAEA members are obligated to complete 90 hours per three year reporting period.  Because of the knowledge necessary to become an Enrolled Agent and the requirements to maintain the license, there are 40,000 practicing Enrolled Agents. 

What to bring to your tax appointment for consultationSocial Security Cards; Driver's license; dependents  Social Security cards and dates of birth; Wage Statements; w-2's;  Last year's tax returns.

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