Why use an Enrolled Agent?

 

Professional Proficiency:

This firm is owned and operated by Phil Levin, EA an individual who is enrolled to practice before the Internal Revenue Service. The Enrolled Agent, designation is given to individuals who successfully demonstrated expertise in the field of taxation by sitting for and passing the special enrollment examination administered by the Internal Revenue Service annually.

 

So stringent is this examination, that only about one third of those who take it are able to pass. There are currently less than 40,000 enrolled agents practicing nationally.  In fact, Enrolled Agents account for less that 10% of all individuals currently practicing in the field of taxation

 

Education:

The Enrolled Agent is the only professional credential issued in taxation at the Federal level. Maintaining the Enrolled Agent designation requires 72 hours of continuing professional education every three years. This education is narrowly confined to subjects related to taxation in order to maximize an Enrolled Agent's tax proficiency.  Their educational requirements are closely monitored by the US Department of the Treasury.

 

Only Enrolled Agents are required to demonstrate to the Internal Revenue Service their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the United States government. (CPAs and attorneys are licensed by the states.

 

Phil Levin Enrolled Agent's Educational Background:

Graduate Fellow National Tax Practice Institute-1992

Enrolled to Practice before the Internal Revenue Service - 1988

Certification in Personal Financial Planning-UCLA-1985

Bachelors of Science, St. Lawrence University, Canton NY- 1980

 

Jan Beaty

 

Mickie L. Hudgins, Office Manager/Bookkeeper:

Associate in Applied Science Degree – May 1998

Certificate in Clerical – May 1998

Certificate in Clerk-Typist – May 1998

Certificate in Information Processing – August 1999

9 years experience in Bookkeeping, Sales Tax Returns, and Payroll Quarterly Tax Forms

 

How can an Enrolled Agent help me?

Enrolled Agents advise, represent and prepare tax returns for individuals, partnerships, corporations, estates, trusts and any entities with tax-reporting requirements. EAs prepare millions of tax returns each year. Their expertise in the continually changing field of tax law enables them to effectively represent taxpayers audited by the IRS.

 

What are the differences between EAs & other tax professionals?
An Enrolled Agent (EA) is an individual designation provided by the Internal Revenue Service (IRS). It is one of the few designations that signify a concentration of competency in the field of taxation. Unlike CPAs, who may or may not provide tax services, Enrolled Agents specialize in taxation.

 
 
 
 

Copyright © 2006 Phil Levin, EA & Company, Inc. All rights reserved. Revised: 06/12/06.
750 Executive Center, Suite 108, Greenville, SC 29615
Telephone: 864.288.1234     FAX: 864.288.1202   Email