Hopefully you never receive a dreaded IRS tax notice in the mail. IRS tax notices can be hard to interpret and even harder to know how to resolve. This is where we can help. We have over 20 years of experience dealing with the IRS and we can work with the IRS on your behalf to resolve any of your tax issues in an efficient way to save you time, money, and headaches.
In choosing the correct tax professional to represent you before the IRS, it is important to understand the different types of tax practitioners. A tax professional may have “unlimited representation rights” or “limited representation rights.” Those with unlimited rights may represent their clients on any matters including audits, whereas those with limited rights may only represent clients for whom they prepared and signed their tax return and then only before certain departments and individuals of the IRS.
Our staff has unlimited representation rights, meaning, no matter how complex or how many tax issues you are dealing with, we have the expertise and ability to represent you before the IRS. This also applies if you should receive a state or local tax notice.
Which types of tax professionals have these unlimited rights?
Attorneys (Esq.) – Licensed by state courts or state bars and have earned a degree in law and passed a bar exam. They must meet ongoing continuing education and professional ethical standards.
Certified Public Accountants (CPA) – Licensed by the state board of accountancy and have passed the Uniform CPA Examination. They must comply with ethical requirements and complete specified levels of continuing education.
Enrolled Agents (EA) – Licensed by the IRS by passing a suitability check and a three-part Special Enrollment Examination. They demonstrate proficiency in federal tax planning and representation. They must complete 72 hours of continuing education every 3 years.
We are very pleased to announce that Treci Saenz, who has been with the firm since 2016, has recently passed the Enrolled Agent exam and credibility process with the IRS. As a licensed Enrolled Agent, Treci will be able to assist our team of attorneys and CPAs in representing our individual and business clients before the IRS and state and local tax authorities.