Enrolled Agent
An Enrolled Agent is a federally authorized tax practitioner empowered to represent eligible taxpayers before the Internal Revenue Service. Enrolled Agent status is not the same as Certified Public Accountant licensure.
Accounting and advisory services
Service scope depends on a signed engagement. Business-formation and entity-choice discussions do not replace legal advice. Clients should consult an attorney when legal formation, governance, contracts, or state-law matters require legal counsel.
Financial and insurance services
Financial and insurance products or services, when offered, are subject to applicable licensing, appointment, suitability, availability, and product disclosures. Accounting or tax discussions do not automatically constitute investment advice.
Tax information
Tax laws and administrative guidance change. Educational content may not reflect every update or exception and should be reviewed in light of current law and individual circumstances.
Virtual meetings
Meetings are generally conducted by Zoom. Participants are responsible for using a private setting and a secure internet connection. Meeting links should not be shared.