I have exciting news that I couldn’t wait to share with you! It’s official, as of last week, September 17 to be exact – I am now an Enrolled Agent, admitted to practice before the IRS!
Although I’ve been deeply involved with tax planning and preparation for well over six years now, working closely with Greg at Freyman CPA, and helping our firm grow, this really takes it to the next level. This designation took over a year of hard work, studying every free moment, giving up weekends, weeknights, and working toward this goal. I have achieved this success because I love what I do, as much as I do.
The designation involves passing three separate exams of 3 ½ hours each, and the bar to pass is quite high. Passing the exam demonstrates a thorough knowledge of individual and business Federal taxation, as well as in-depth expertise with representing clients bef ore the IRS. I am so excited to bring this additional qualification to our firm. I look forward to helping you address existing tax issues and to work proactively on avoiding and preventing such pitfalls!
So what is an Enrolled Agent, and how does this affect you?
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete continuing education courses to remain active.
Enrolled agents, like attorneys and CPAs, have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Because this is a Federal, not state, designation, enrolled agents can practice and represent clients in all 50 states.
Enrolled agents are experts in taxation and are the only federally licensed tax practitioners. The designation dates back to 1884, enacted after questionable claims had been presented for Civil War losses. Congress acted to regulate persons who represented citizens in their dealings with the US Treasury Department.
And for you, that means the next time we prepare a Power of Attorney form for your signature, you will see my name right next to Greg’s as the authorized representative, and you will know that both partners at our firm are working on your side, resolving and communicating with the IRS and other tax authorities.
Angie Freyman, MBA, EA – and the team at Freyman CPA