About Us

I hold a BS in management and finance and have worked in the accounting field my entire career. I am an Enrolled Agent (EA) that has worked in the tax industry since 2005. As an EA, I take a minimum of 24 hours of continuing education throughout the year to stay current with changing tax laws. 

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.