Ken Weinberg, Enrolled Agent and member of the National Association of Enrolled Agents (NAEA) is uniquely different from the average Cleveland area tax preparation service that pops-up around tax season at area malls as well as Cleveland area CPAs and tax attorneys. For a comprehensive description of the Enrolled Agent distinction go to the Enrolled Agent page of the IRS website.
What is an Enrolled Agent?
Enrolled agent status is the highest credential the IRS awards and in order to maintain the enrolled agent status individuals must complete 72 hours of continuing education every three years, ensuring Enrolled Agents (EAs) thoroughly understand updates to IRS codes. Enrolled agents, like attorneys and certified public accountants (CPAs), 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. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
What does the term “Enrolled Agent” mean?
“Enrolled” means to be licensed to practice by the federal government, and “agent” means authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS. The enrolled agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.
Why Choose an Enrolled Agent Over a CPA or Tax Attorney?
Only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before IRS. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.
Why should I choose an Enrolled Agent who is a member of the National Association of Enrolled Agents (NAEA)?
The principal concern of the National Association of Enrolled Agents and its members is honest, intelligent and ethical representation of the financial position of taxpayers before the governmental agencies. Members of NAEA must fulfill continuing professional education requirements that exceed the IRS’ required minimum. In addition, NAEA members adhere to a stringent Code of Ethics and Rules of Professional Conduct of the Association, as well as the Treasury Department’s Circular 230 regulations. NAEA members belong to a strong network of experienced, well-trained tax professionals who effectively represent their clients and work to make the tax code fair and reasonably enforced.