Frequently Asked Questions

What is an Enrolled Agent?

An Enrolled Agent (EA) is a federally-authorized tax practitioner licensed by the Internal Revenue Service. Enrolled Agents have passed a comprehensive three-part examination and are required to complete continuing education. They have the authority to represent taxpayers before the IRS in all matters, including audits, collections, and appeals—the same authority as CPAs and tax attorneys.

Why should I hire an Enrolled Agent?

An Enrolled Agent provides expert representation before the IRS, reducing your stress and risk. We understand tax law and IRS procedures, ensuring your rights are protected and your best interests are advocated for. Whether facing an audit, dealing with back taxes, or planning future tax strategy, professional representation ensures compliance and optimal outcomes.

What happens during an IRS audit?

An audit typically begins with an IRS notice requesting specific information or documentation. The process may include:

• Initial Review — IRS examines your return and identifies items to discuss
• Information Request — You're asked to provide documentation supporting deductions or income
• Discussion — Meetings with the IRS agent to clarify items
• Resolution — Agreement on adjustments or appeal if you disagree

Having an Enrolled Agent handle this process protects you and ensures professional representation.

How much does representation cost?

Fees vary depending on the complexity of your situation, the type of service needed, and the time involved. We discuss and agree on fees upfront. Many clients find that professional representation saves money by minimizing tax liability and avoiding penalties and interest.

Can you represent me before the IRS?

Yes. As an Enrolled Agent, I can represent you in all matters before the IRS, including audits, collections, appeals, and tax disputes. I can communicate directly with the IRS on your behalf, reducing your involvement and stress.

What information do I need to bring to my consultation?

For an initial consultation, please bring:

• Recent tax returns (if applicable)
• IRS notices or correspondence
• Relevant financial records or documentation
• Information about the specific tax issue or concern

Is my information kept confidential?

Absolutely. All client information is treated as strictly confidential under IRS Circular 230. Communications with our firm may be protected by attorney-client privilege. We maintain rigorous security and privacy protocols to protect your sensitive information.

What services do you offer?

Services include:

• Individual and business tax preparation and filing
• IRS audit representation and defense
• Tax planning and strategy to minimize liability
• Collection matters and payment arrangements
• Appeals assistance and representation
• Back tax resolution and compliance

How long does the audit process take?

The timeline varies depending on complexity and the IRS workload. Simple audits may resolve in a few months, while complex cases can take longer. We work efficiently to resolve your matter as quickly as possible while protecting your interests.

What if I owe back taxes?

We can help negotiate payment plans, settlements, or other resolution options with the IRS. In some cases, compromises or penalties reductions may be possible. We work to find the most favorable resolution for your situation.

When should I contact an Enrolled Agent?

Contact us if you:

• Receive an IRS audit notice
• Owe back taxes
• Have complex tax situations
• Need tax planning or strategy
• Want to minimize tax liability
• Have concerns about compliance