“Tracy takes complicated tax concepts & puts them in terms easily understood. She makes the right decisions for your business, understands why you're making the decision & how you arrived at it. That trait alone puts you at great ease that Tracy is worthy of your trust. Add in Tracy's highly personable approach & good spirit, & you'll actually look forward to trips to see your Accountant!” Charlotte Jensen-Principal at Cole James Associates, Inc.
“Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.
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 CPAs, who may or may not choose to specialize in 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 (CPAs and attorneys are licensed by the states).
Potential clients receive a free 45 minute consultation so we can discuss their business needs.
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Each quarter we host free seminars designed to help our clients grow their business. Lunch is provided as well as time to network with other business owners. Past topics include:
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