Qualifications

About Suzanne:

  1. Accounting degrees from Edmonds Community
    College and Central Washington University.
  2. Enrolled agent with the Internal Revenue
    Service.
  3. Tax accountant with a current US wide practice
    for 29 years
  4. Financial advisor with Waddell & Reed, Inc since 2000.
  5. Series 7 and series 66 securities licenses.
  6. Chartered Mutual Fund Advisor (CMFC)
  7. Securities licensed in Washington, Idaho, California and Oregon licensed for disability, long term care and life insurance in Washington.
  8. 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
taxpayer.
4. Enrolled Agents are authorized to appear in place of
the taxpayer at the Internal
Revenue Service.
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
government
And thenumber one reason you should choose an EA:
1. The profession has been regulated by Congress
since 1884!

*From the National Association of Enrolled Agents