Frequently Asked Questions

• 1. What is the IRA enrolled agent?
• 2. why do you need an enrolled agent?
• 3. What type of tax work do you do?
• 4. Do you provide other services that are tax-related?
• 5. What other services do you offer?
• 6. Do you provide financial services?
• 7. What is your liability?
• 8. What about fees?
• 9. What is the 100% price match guarantee policy?
• 10. Do you offer any discounts if I refer other clients to you?

What is the  IRS enrolled agent?

Many people haven’t heard the term “Enrolled Agent” and wonder what it means.  Enrolled agents are tax professionals who work with taxpayers in preparing and filing taxes of all kinds.   EAs are required to demonstrate their competence in matters of taxation before they may represent a taxpayer before the IRS.  They are the only taxpayer representatives who receive their right to practice from the U.S. government.

why do you need an enrolled agent?

Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation. Enrolled Agents have UNLIMITED practice rights before the IRS, which means they can represent clients on any tax matter.   Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.

What type of tax work do you do?

We prepare all types of tax returns, including individual, corporation, partnership and LLC, estate and trust, as well as non-profit organization returns. Multi-state and out of state returns are also a specialty. We also prepare returns for nonresident and expatriates who are U.S. citizens or permanent residents but work or live abroad. In addition to tax return preparation we do tax planning and tax representation on a year round basis.

Do you provide other services that are tax-related?

We can help you to response to any notice from IRS or state agencies regarding any tax issue, audit representation, amended rerun of your tax return if you have forgotten something.

What other services do you offer?

Other services we offer are primarily geared to serve small businesses in the area. We provide accounting, bookkeeping, payroll services, including preparation of Sales Tax and Payroll Tax Returns. We are certified QuickBooks consultants and provide a wide variety of QuickBooks support services including set-up, training, and review and updates to client’s files.

We also provide various business consulting services, particularly regarding business structure. We help business owners decide which structure is best for them, and work with them to help form the best entity to do business as.

Do you provide financial services?

We do provide some basic financial consulting, usually regarding pension planning for small business owners, or real estate purchases and sales, which often have significant tax consequences. We do not provide any formal financial planning or investment services, nor do we ever offer specific investment advice.

What is your liability as a tax proparer?

We are liable for any penalties charged as a result of the incorrect payment of tax when the penalty results from any negligent error or omissions committed on our part in the performance of this or any other engagement.   If there are errors on the returns prepared from the data you provided to us, or any questionable or unusual positions that you have taken in the preparation of your return, we cannot be held liable for the payment of the additional tax that would have been properly due on the original returns, or for the interest charged by the taxing agency as you have had use of the money.

Any tax planning advice given from us in which you will rely upon, must be in writing. In particular, you should not rely on oral discussions, telephone calls, email messages or voice mail messages as tax or business planning advice. In the event of a dispute between preparer and taxpayer, both parties agree to resolve through mediation.

What about fees?

Fees will vary depending on the amount of work required to complete your tax return. We have a fee schedule available on request, which shows the range for typical forms which may be required.

What is the 100% price match guarantee policy?

We are working hard to make sure our prices are the lowest all the around. If you use a do-it-yourself online or an off-the shelf software, we will do it for you at the price. If you find another local accounting firm that offers a low price for your tax return, we will match the price with additional 10% discount.

Do you offer any discounts if I refer other clients to you?

Referrals from current clients are always the best way for us to grow our business. We will give you a 10% discount on the preparation of your next tax return for every new client you refer to us.