Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

What is an Enrolled Agent

 An Enrolled Agent is a Tax Expert. They are licensed to practice by the Federal Government, and are the only accountants that are permitted to appear before the IRS in an unlimited representation of their clients.

The Enrolled Agent prepares tax returns for trusts, estates, individuals, businesses, partnerships, or anyone with tax reporting needs. They can also offer advice on tax matters.

They are licensed and acquire their licenses by either one of two means, passing a comprehensive tax exam or having worked for the IRS for five years in a position that required the regular use of the tax code and its regulations. The IRS requires a vigorous background check on all the candidates. They must also complete 72 hours of continuing education every three years, and are bound by a code of ethics.