• We have been in continuous business in Shelby since 1976.
  • We choose to live in this community.
  • We are an enrolled agent.

What is an enrolled agent?

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.

An enrolled agent is a tax advisor who is certified to represent you before the Internal Revenue Service—when filing a tax return, dealing with an audit, resolving payment and collection issues, or appealing a fine (for example).

All enrolled agents have also successfully passed a background check. It’s safe to say that when you approach an enrolled agent, you are speaking with someone who knows tax law inside and out.

What exactly can enrolled agents do?

Enrolled agents have something called unlimited practice rights (also sometimes called unlimited representation rights). This means that they can help anyone—individuals, businesses, and any other entity—with any aspect of their taxes.

Enrolled agents can, among other things:

  • Help you with tax planning
  • Give you tax advice and help you navigate complicated tax rules
  • Prepare, sign, and file your tax return
  • Represent you before the IRS when dealing with audit, payment, or collection issues
  • Assist you with any other tax matters