tax planning, tax preparation, tax advisory

Uhart Tax & Financial

Helping you achieve financial success!

What is an Enrolled Agent?

Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service. EAs must pass a rigorous examination, a background check, and meet lengthy annual continuing professional education requirements. That’s why EAs account for less than 10 percent of all tax practitioners – and are considered a cut above the rest.

What is an “Enrolled Agent”

By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise – so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference. 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 CPA's, who may or may not choose to specialize in individual 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. Attorneys and CPA’s are state licensed, which limits where they can practice in the U.S., so an Enrolled Agent can represent you in every state.

What Type of Services Does an Enrolled Agent Offer?

Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually-changing field of taxation enables them to effectively represent taxpayers audited by the IRS. Our firm’s seasoned professionals are experts in all areas of taxation including:

Individual Returns
Rental Income Returns
Fiduciary & Estate Returns
Audit Reprensentation

Do Enrolled Agents Provide Planning Services?

Because of their expertise in taxation, Enrolled Agents are well-suited to provide tax planning services. The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around. Our firm offers a full range of planning services including, but not limited to: