If you pay taxes – you should know about

Enrolled Agents

What does the term Enrolled Agent mean?

If you’re like most people, you look forward to doing your taxes about as much as you enjoy getting a root canal. And a visit to a tax professional doesn’t sound like your favorite way to spend an hour.

On the other hand, at Dodd Priority, we love doing taxes. More importantly, we love helping you get the highest return possible on your income taxes. For us, it’s pure pleasure to sit and crunch numbers and figure out the most deductions you’re entitled to.

While we’re doing that, you can relax and go to a movie, play with your kids, go out to dinner, even take that long-deserved vacation you’ve been longing for with complete peace of mind.
And, if you so desire, we’re willing to teach you and share with you our knowledge and expertise in tax planning whenever you need it so that each year, you might even look forward to tax season as much as we do.

Whether you have a business, lots of rental properties, a family estate trust, or just a W-2, we look forward to serving you. Call today for an appointment. 831-430-0911.

What does the term Enrolled Agent mean?

If you’re like most people, you look forward to doing your taxes about as much as you enjoy getting a root canal. And a visit to a tax professional doesn’t sound like your favorite way to spend an hour.

On the other hand, at Dodd Priority, we love doing taxes. More importantly, we love helping you get the highest return possible on your income taxes. For us, it’s pure pleasure to sit and crunch numbers and figure out the most deductions you’re entitled to.

While we’re doing that, you can relax and go to a movie, play with your kids, go out to dinner, even take that long-deserved vacation you’ve been longing for with complete peace of mind.
And, if you so desire, we’re willing to teach you and share with you our knowledge and expertise in tax planning whenever you need it so that each year, you might even look forward to tax season as much as we do.

Whether you have a business, lots of rental properties, a family estate trust, or just a W-2, we look forward to serving you. Call today for an appointment. 831-430-0911.

What exactly do Enrolled Agents do?

Unlike attorneys or CPAs, Enrolled Agents specialize in taxation. Throughout the year, they advise, represent and prepare tax returns for individuals, partnerships, corporations, estates, trusts and any entities with tax reporting requirements. In California, for example, the more than 3,000 Members of the California Society of Enrolled Agents prepare about 1.5 million tax returns each year. Enrolled Agents’ expertise in the constantly changing field of tax law enables them to be effective representatives when taxpayers are audited by the IRS.

How do Enrolled Agents differ from other tax experts?

EAs are the only practitioners who have demonstrated competence specifically in matters of taxation. Also, they are the only representatives for taxpayers who receive that right from the U.S. Government. (CPAs and attorneys are licensed by the state(s) they practice in). An individual may become an Enrolled Agent in one of two ways:

The primary way is to pass a difficult, two-day examination given annually by the IRS. The test covers taxation of individuals, partnerships, corporations, estates, trusts as well as procedure and ethics. Less than one-third of individuals taking the examination have passed, allowing them to apply for enrollment and subject themselves to a background investigation.

The other way is to have been employed by the Internal Revenue Service for five years, regularly applying and interpreting the provisions of the Internal Revenue Code and regulations.

How do Enrolled Agents differ from other tax experts?

EAs are the only practitioners who have demonstrated competence specifically in matters of taxation. Also, they are the only representatives for taxpayers who receive that right from the U.S. Government. (CPAs and attorneys are licensed by the state(s) they practice in). An individual may become an Enrolled Agent in one of two ways:

The primary way is to pass a difficult, two-day examination given annually by the IRS. The test covers taxation of individuals, partnerships, corporations, estates, trusts as well as procedure and ethics. Less than one-third of individuals taking the examination have passed, allowing them to apply for enrollment and subject themselves to a background investigation.

The other way is to have been employed by the Internal Revenue Service for five years, regularly applying and interpreting the provisions of the Internal Revenue Code and regulations.

Are there other requirements?

In addition to the stringent testing and application process. Enrolled Agents are required to earn 72 hours of continuing professional education, reported every three years to maintain their status. Because of the difficulty in becoming enrolled and maintaining that enrollment, there are fewer than 35,000 Enrolled Agents in the United States.

5353 Scotts Valley Drive, Suite D • Scotts Valley CA 95066
Phone (831) 430-0911 • Fax (831) 430-0912

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