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What Is An Enrolled Agent?

The Benefits of Working With an Enrolled Agent (EA)

Shaun Roberts is not only a tax professional and CERTIFIED FINANCIAL PLANNER™ professional, but he’s also an Enrolled Agent (EA). An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation. They advise, represent, and prepare tax returns for individuals, businesses, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the ever-evolving world of taxation enables them to effectively represent taxpayers audited by the IRS.

The EA license is often earned by passing a comprehensive examination. Stringent annual continuing education requirements are monitored by the IRS in order for Enrolled Agents to maintain their status.

Enrolled Agents are required to abide by regulations established by the Department of Treasury, which provides rules of conduct and a code of ethics that Enrolled Agents are bound by. For this reason, EAs are often considered a cut above the rest.

By selecting an Enrolled Agent to handle their taxes, clients are assured a superior level of taxation expertise so they can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.

Enrolled Agent Services

Shaun thoroughly understands taxation and has expertise in a wide range of areas, including corporate, estate, individual, business and trust taxation. Clients can count on him for professional, timely, and reliable services, which include the following:

  • Tax return preparation
  • Representation before the IRS (audits, collections and appeals)
  • Tax and financial services
  • Business planning
  • Retirement and pension funds
  • Preserving your estate and protecting your most valued assets
  • Maximizing your overall savings

Shaun is here for his clients year-round, not just during tax season. Whether clients have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, he can assist with their tax and financial needs.

Learn more about Enrolled Agents by visiting the IRS website.