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Tax Preparation

I am an Enrolled Agent. I am licensed to represent taxpayers before the Internal Revenue Service.

I passed a very difficult two-day examination given by the Internal Revenue covering all aspects of taxation, including procedures and ethics.

Tax Preparation

Although less than one-third of all applicants pass this exam, those that pass are not guaranteed enrollment. The application process includes a thorough background investigation.

• Personal

• Business – Corporations, Partnerships, Non-Profits

• Trusts

If you have started or are interested in starting investing for retirement, these are
excellent ways to both save for retirement and realize the tax saving benefits these
contributions allow.

The traditional individual retirement account (IRA) is for the
individual. The Simplified Employee Pension (SEP-IRA) is for the self-employed.