Enrolled Agent Tax Preparation

Enrolled Agenct Brochure

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Download Enrolled Agent Brochure

WHY SHOULD YOU USE AN ENROLLED AGENT TO PREPARE YOUR TAXES?

If you would like to learn more about what our enrolled agent qualification means and why it's important when choosing a tax preparer, we invite you to download a new brochure (in PDF format) from the National Association of Enrolled Agents, of which we're a proud member.

Here are a few excerpts from the brochure...

WHAT IS AN ENROLLED AGENT?

Enrolled agents (EAs) are America's tax experts. They are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. These tax specialists have earned the privilege of representing taxpayers before the IRS by either passing a comprehensive three-part examination covering individual tax returns; business tax returns; and, representation, practice and procedure, or through relevant experience as a former IRS employee. All candidates are subjected to a rigorous background check conducted by the IRS.

WHAT ARE THE DIFFERENCES BETWEEN ENROLLED AGENTS AND OTHER TAX PROFESSIONALS?

The enrolled agent license is the most expansive license the IRS grants a tax professional. Enrolled agents are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and the IRS offices before which they may practice. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation. CPAs and attorneys are licensed by the states, but enrolled agents are federally licensed. While the IRS requires all preparers to obtain and maintain a valid Preparer Tax Identification Number (PTIN), enrolled agents have gone beyond the basic requirements and have demonstrated their expertise through testing.


Enrolled agents are also required to complete many hours of continuing education each year to ensure they are up-to-date on the constantly changing tax code and must abide by a code of ethics. At Claremont Management, all tax return preparers are enrolled agents and average more than twice the continuing education hours required, so we are always current on the tax code and know how to get you every deduction you're entitled to. Let us put our tax know-how to work for you! Just call us at (847) 398-1275.