An Enrolled Agent holds a federal license from the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS), including examination, collection and appeals functions. State revenue departements also recognize this license.

The Enrolled Agent license was created in 1884 for people wishing to represent civilians with Civil War-related claims against the government. EAs are the only tax professionals tested by IRS on their knowledge of tax law and regulations. Only one-third of those taking the 2-day exam pass each year.

EAs provide tax preparation, representation, tax planning and other financial services to millions of individual and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by IRS to take 72 hours of Continuing Professional Education. Like state-licensed attorneys and Certified Public Accountants, Enrolled Agents are governed by Treasury Circular 230 in their practice before the IRS. EAs also have limited “priviledge” in discussing tax matters.

Only 10% of tax professionals nationwide are Enrolled Agents.

Enrolled Agents provide “CPR”:

• Consultation – tax advice and planning
• Preparation – of tax returns
• Representation – your advocate and representative before the IRS and other taxing authorities in audits and other matters

Enrolled Agents are THE licensed tax professionals.