What is an Enrolled Agent?
An IRS Enrolled Agent is trained to help clients keep more of what they earn through the use of detailed tax planning.
We evaluate tax-loss harvesting, charitable giving, Roth IRA conversions, and other techniques.
Because tax laws change regularly, Enrolled Agents like Convey Wealth Management stay current with these changes and know how to strategically and legally apply new tax codes to help clients save money.
For more, see below from the IRS:
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: Treasury Department Circular 230.
Source: https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information