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Sherwood Tax Solutions offers EA Certified representation and assistance. You can be assured your concerns are being handled by one of the most qualified Tax Experts.

What are the differences between enrolled agents and other tax professionals?

The enrolled agent is the most expansive license IRS grants a tax professional. Enrolled agents are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and the IRS offices before which they practice.

Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation. While CPAs and attorneys are licensed by the states, enrolled agents and registered tax return preparers are federally licensed. Registered tax return preparers must pass a basic, one-part exam and complete a minimal 15 hours of continuing education per year. They do not have the unlimited representation rights held by enrolled agents, CPAs and attorneys.

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Why should I choose an enrolled agent who is a member of the National Association of Enrolled Agents?

IRS recommends using a tax preparer that is a member of a professional organization that offers continuing education and other resources, and holds members to a code of ethics. NAEA goes beyond IRS’ recommendations by requiring members to fulfill continuing education requirements that exceed the IRS’ required minimum. In addition, NAEA members must adhere to a stringent Code of Ethics and Rules of Professional Conduct. Members of NAEA 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.

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

What are the key points to remember when hiring a tax professional?

Your tax needs are best served by an enrolled agent. However, no matter who you hire there are certain things to keep in mind.

• Always use a qualified professional to prepare your return.

• The preparer should always sign the return and include their Professional Tax Identification Number (PTIN).

• Beware of preparers who encourage you to lie or otherwise modify your information in order to get a bigger refund.

• The taxpayer is responsible for what’s on a tax return. Reputable preparers will ask to see receipts and will ask multiple questions to determine whether expenses, deductions and other items qualify. By doing so, they are trying to help their clients avoid penalties, interest or additional taxes that could result from an IRS examination.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

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