Enrolled Agents (EA)

What is an EA (Enrolled Agent)? 

An EA, or Enrolled Agent, is a tax expert who excels at helping you with your taxes. They know all about tax laws and can prepare and file your tax returns, find deductions to save money and deal with the IRS if you have tax issues. They’re professionals who ensure you pay the correct taxes and get the most out of your tax situation.

Why do EAs need to be certified? 

The IRS must license EAs to represent taxpayers.  This shows they have the expertise and knowledge to handle complex tax situations. Licensing involves passing a comprehensive exam and meeting specific education and experience requirements. The license gives confidence to clients and employers that they’re dealing with someone with expertise in tax matters and preparing tax returns.

Can EAs do my taxes? 

Yes, Enrolled Agents (EAs) can help you with your taxes. They are tax experts licensed by the IRS and are authorized to prepare and file tax returns for individuals and businesses. EAs can assist you in accurately completing your tax returns, finding potential deductions and credits, and ensuring that your taxes are filed correctly and in compliance with tax laws. Additionally, if you encounter tax issues or audits, EAs can represent you before the IRS, providing valuable assistance in resolving tax matters.

What are EAs not allowed to do? 

Ethical and professional standards bind Enrolled Agents (EAs), and certain limitations exist on what they cannot do. They cannot provide legal advice, guarantee specific tax outcomes, engage in unethical behavior, act without authorization, offer services outside their expertise, or provide financial products without appropriate licenses. EAs should always act within their clients’ best interests and adhere to the rules and regulations that apply to their practice.