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Written by Super User.
About
Enrolled Agents
Chris de Lorimier, EA MBA NTPI Fellow helps individuals and businesses resolve their IRS tax problems
What does the term "enrolled agent" mean?
Enrolled Agents are federally-authorized tax practitioners who have technical expertise in the field of taxation and who are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Enrolled Agents are "America's Tax Experts."
The designation dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the United States Treasury Department.
What makes an "enrolled agent" different from other tax professionals?
How can an enrolled agent help me?
Enrolled agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any other entities with tax-reporting requirements. Enrolled agents' expertise in the continually changing field of taxation enables them to effectively represent taxpayers at all administrative levels of the IRS. In addition to the stringent testing and application process, EAs are required to earn 72 hours of continuing professional education, reported every three years, to maintain their status. In addition, as a member of the National Association of Enrolled Agents & the California Society of Enrolled Agents, Chris de Lorimier, EA is held to a higher standard and is obligated to complete 30 hours per year (for a total of 90 hours per three year period).
Are enrolled agents bound by any ethical standards?
We are required to abide by the provisions of the Department of Treasury Circular 230, which provides regulations governing the practice of enrolled agents before the IRS.This enables us to be effective representatives when taxpayers are audited by the IRS.
Privilege and the enrolled agent
The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) a limited client privilege. This privilege allows confidentiality between the taxpayer 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.
What services can Crown City Tax Planning provide as enrolled agents that another tax preparer cannot?
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About
Our Process
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Financial Advice
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Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
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Written by Super User.
Written by Super User.
Client Resources
Common Tax Resources
For “get it quick” routine issues:
To check that you paid your CA estimated taxes:
FTB: Check estimated payments & balance due
To find the Publically Traded Partnership (PTP) you might have forgot about:
As a quick index to free web-based resources by topic:
To find the basis for stock you inherited:
To learn more about the benefits of Roth IRAs:
To help you figure out the value of the used items you donated:
Salvation Army Non-cash Value Guide
To find the property taxes paid when you don’t remember:
To review your options on when to start receiving Social Security benefits:
Social Security Administration
To begin researching an IRC 529 plan (College Savings Plan):
For the client who knows he/she worked in multiple locations last year, but didn’t manage to keep receipts:
When completing an estate tax return and listing various stocks owned:
To calculate the deductible DMV fees you paid during the year:
For small businesses considering their choices in offering retirement plans:
Enrolled Agents: America's Tax Experts
We are here to clearly answer your tax questions, file your tax returns, and respond to any tax notices or represent you before the tax agencies as needed.
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