FAQ Center

Clear answers to common tax questions.

General information to help you recognize issues and prepare better questions.

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General answers cannot replace advice based on your situation.

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What is an Enrolled Agent?

A federally licensed tax professional authorized to represent taxpayers before the IRS.

What is the difference between an EA and a CPA?

An EA credential focuses on federal taxation and IRS representation. A CPA license is issued by a state and may cover accounting, auditing, and other areas.

Can an Enrolled Agent represent me before the IRS?

Enrolled Agents generally have unlimited practice rights before the IRS, subject to federal rules.

What should I do when I receive an IRS notice?

Read the entire notice, record the deadline, compare it with your return, gather records, and avoid responding before understanding the issue.

Do I need estimated tax payments?

They may apply when withholding is insufficient, including for self-employment, investments, or retirement distributions.

Does an extension give me more time to pay?

Generally, an extension provides more time to file, not more time to pay.

Can I send documents through the website form?

No. The form is for general inquiries only and is not a secure document portal.

When is the best time for tax planning?

Before a major transaction and before year-end. Midyear and early fall are often useful.