FREQUENTLY ASKED QUESTIONS 

All You Need To Know

WHAT IS AN ENROLLED AGENT (EA)?

Enrolled Agent is a tax advisor, who is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. Enrolled Agents represent taxpayers before the Internal Revenue Service for tax issues that include audits, collections and appeals

HOW LONG SHOULD I KEEP MY TAX RECORDS FOR?

Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.

WHAT ARE YOUR SERVICE FEES?

Our fees are not hourly.  We have flat rates and they vary depending on the amount of time, transactions and method provided.