- Accounting degrees from Edmonds Community
College and Central Washington University.
- Enrolled agent with the Internal Revenue
- Tax accountant with a current US wide practice
for 29 years
- Financial advisor with Waddell & Reed, Inc since 2000.
- Series 7 and series 66 securities licenses.
- Chartered Mutual Fund Advisor (CMFC)
- Securities licensed in Washington, Idaho, California and Oregon licensed for disability, long term care and life insurance in Washington.
- Professional affiliations: National Association of Enrolled Agents (NAEA), National Association of Tax Preparers (NATP), American Institute of Tax Studies.
All About Enrolled Agents (EAs)
TOP TEN REASONS YOU
NEED AN EA*
|10.||Unlike CPAs and attorneys, who may or may not choose to specialize in taxes, ALL Enrolled Agents specialize in taxation.|
|9.||Enrolled Agents are subjected to a rigorous
background check conducted by the IRS.
|8.||Enrolled Agents are bound by Circular 230, which
gives them limited client privilege in situations
where the taxpayer is being represented in cases
involving audits and collection matters.
|7.||Enrolled Agents are required to complete 72 hours of
continuing education to keep
them abreast of any and all tax law changes.
|6.||Enrolled Agents take a difficult two-day examination
administered by the IRS, which
covers taxation of individuals, corporations,
partnerships, estates and trusts,
procedures and ethics.
|5.||Only Enrolled Agents are required to demonstrate to
the IRS their competence in
matters of taxation before they represent a
|4.||Enrolled Agents are authorized to appear in place of
the taxpayer at the Internal
|3.||Enrolled Agents are the only tax professionals who
receive their right to practice from
the United States Government.
|2.||Enrolled Agents are licensed by the federal
|And thenumber one reason you should choose an EA:|
|1.||The profession has been regulated by Congress
*From the National Association of Enrolled Agents