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Why Work with an IRS Enrolled Agent

Why Work with an IRS Enrolled Agent

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (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. Learn more about enrolled agents in Treasury Department Circular 230 (PDF).

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Retirement Kit

Request our retirement kit that addresses several topics you should consider when planning your retirement.
  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

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    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    This website is not a solicitation to sell insurance products. Please consult a qualified financial or tax advisor before committing to any strategy. Alpha planning and Jeff Cirino are Registered Investment Advisors with the State of Ohio Division of Securities.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.