Remote Work for Enrolled Agents: How to Increase Productivity and Protect Client Data
Making the change to work from a home office presents unique challenges for enrolled agents (EAs) and other tax professionals. However, adopting a few key best practices and utilizing the right tools can help you boost productivity, maintain work-life balance, and ensure ... David McKeegan, EA
More than Initials Behind My Name
My enrolled agent (EA) journey began in 1995. At the nudging of my wife, I took a basic income tax course at a local box retailer. The topics, mainly the calculations, intrigued me, and by the end of the course, my confidence in tax preparation was high. I worked at the retailer f... James Roberson, Jr.
We SpEAk Tax
Our meeting with the Internal Revenue Service agent was wrapping up. Sitting in the chair next to my husband, our two-year-old on my lap, I felt helpless. I knew it would take us years to pay the balance, especially with penalties and interest. All of the horror stories I had heard about ... Kesha M. Dawson Harris, EA, NTPIF, Mrs. Harris
So You Want to Buy a Tax Practice
Many tax professionals may start their career working in a tax office gaining experience while others start out completely on their own. Either way, you may eventually ask yourself the question, “How do I grow my practice?” There is definitely no right, wrong, or easy answer... Twila D. Midwood, EA, NTPI Fellow®
The IRM: A Resource for the EA
It may not make the New York Times best seller list (and it certainly would not be light reading while waiting for a plane at the airport) but the Internal Revenue Manual (IRM) can be an extremely useful document for enrolled agents in their dealings with the Internal Revenue Service. The Freedom of Information Act at 5 USC 552(a)(2)(c) requires agencies to make staff instructions available to the public. Frank X. Degen, EA, USTCP