Important Tax Dates
Track My Federal Refund
Track My State Refund
IRS Direct Pay
FTB Web Pay
Statement of Information Filing
Donation Valuation Guide
Frequently Asked Questions
Frequently Asked QuestionsIncluded on this page are some of the questions we are most frequently asked. If you do not see your question or answer here, please contact us. We'd love to hear from you!
What is an Enrolled Agent?
An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals.
Why do I want to work with an Enrolled Agent versus a CPA or tax attorney?
Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).
What dates do I need to know for tax purposes?
Since there are quite a few dates that need to be known for the different tax payers we work with, please see our important tax dates page.
How do I set up an appointment?
Please call our office today for an appointment! Also, you may schedule an appointment through email or our contact page.
What should I bring to my tax appointment?
You will need to bring the following:
Any earnings statements (W-2, 1099s, etc.)
Any other tax documents (i.e.: Form 1099-INT, 1099-DIV, 1099-B, Form 1098 Mortgage Interest Statement, Property Tax Statement, Charitable Donation Receipts, etc.)