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What is an Enrolled Agent?

Updated: Nov 9, 2018

When looking for a Tax Advisor, it pays to look at the credentials a candidate has obtained.



Tax season is a great time to catch up on one's finances as all those tax forms start arriving in the mail. From W-2s to Mortgage Interest Statements, the time between January and April can provide a chance to review how much was earned in a given year. More importantly, it can give you a chance to review just where all that income went!


Although there are plenty of DIY options on the market to handle your tax filing for the year, hiring a tax advisor to visit your case can provide great insight into what exactly is going on in your situation. More than likely, that tax advisor can catch a few items that you might have missed if you had gone it alone.


If you have considered sitting down with a tax professional, do not overlook the capabilities of Enrolled Agents.


Who are Enrolled Agents?


Enrolled Agents are federally authorized tax practitioners who have been empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels - examination, collections, and appeals - of the Internal Revenue Service. Enrolled Agents have passed a three-part examination and a background check in order to be granted this status.


What to look for in a tax advisor.


While it is impossible to be familiar with every line of the tax code, you should seek a tax advisor who has relevant experience for your particular situation. Whether you own an S-Corporation, have multiple rental properties, or work in multiple states; having a tax professional in your contact book can lead to less stress down the road if you are not familiar with the tax code.


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