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Click on the following questions to view an answer:
What is an enrolled agent? Top
Enrolled Agents are individuals licensed by the federal government to represent
taxpayers before the Internal Revenue Service. Unlike lawyers or CPAs,
Enrolled Agents specialize in taxation. Enrolled Agents' expertise is in the
constantly changing field of tax law, and only Enrolled Agents are required to
demonstrate competence in matters of taxation before they may represent a
taxpayer. Additionally, they are the only representatives for taxpayers who
receive that right from the U. S. government. (CPAs and attorneys are licensed
by the states.)
Why should I choose an Enrolled Agent vs. a CPA? Top
As described above, Enrolled Agents specialize in taxes, and taxes only. Therefore,
they are experts in tax. A CPA offers a full range of accounting functions from auditing
& attestation, accounting systems, taxation, business valuation, management consulting,
forensic accounting, information systems consulting, and information systems on top of
taxes. You will pay for the additional expertise of a CPA, even though you are
not necessarily benefiting from it.
What if I just use a software program I can buy from a computer store? Top
If you are knowledgeable with the most recent tax laws and have a fairly simple
return, this can be a good option for you. However, if your tax situation has
changed recently, or if you aren't familiar with tax law, you may be missing
deductions and possibly spending more time and money than if you hired an
Enrolled Agent. I have had savvy clients use these programs and then have me
prepare the return. I have saved clients up to $10,000 in taxes due! Is it
worth it? Especially considering tax preparation and advice is deductible on
your next year's tax return?
What do you charge for preparing taxes? Top
My fees are based on a per form charge. This means that if you have a simple
return, you are charged less than someone with a more complicated return. My
fees start at $125 and increase as the complexity of your return increases. My
average client charge is between $225 and $275. Call me and I can give you an
estimate for your return.
Do you offer E-filing? Top
Yes! I offer E-filing for both Federal and State (all-states) returns at no
additional charge.
What is your background? Top
I have a degree in Business and Accounting from Cal Poly, San Luis Obispo.
In addition, I am an Enrolled Agent, meaning I have passed the 2 day Enrolled
Agent examination given by the IRS on taxation, and upkeep yearly continuing
education, including any changes to tax changes and laws.
How do I make an appointment? Top
Call me at (650) 576-7352. I can answer any remaining questions you may have,
and assess your individual tax situation. We will then find an appointment
time that works for the both of us. I will send you (via e-mail, fax, or US
mail) a pre-appointment checklist/questionnaire with information you will need
to bring with you to the appointment. During the appointment, we will go over
the information you bring, making sure I have all the pertinent information to
complete your tax return. That is all you need to do! I will then complete
your tax return for your review. Upon your approval and signature, I will
E-file the return, or you can mail directly to the IRS.
How long does this take? Top
At your appointment, we will meet for 15-30 minutes, so I can fully understand
your tax situation and gather your information. I will complete your return to
you in about 1 week.
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