Frequently Asked Questions

Q.   “ What is an EA?”

A.  EA stands for Enrolled Agent. Below is the IRS definition for that term.
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. Plus pass a FBI background check.

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 in Treasury Department Circular 230 (PDF). More information is available at

http://www.irs.gov/Tax-Professionals/Enrolled-Agents/Enrolled-Agent-Information

Q. “What if I can’t come to your office?”

Our first visit is to collect information and documents to understand their tax situation,  Each year we have clients that cannot come to our office to have their tax returns prepared because of age, health problems, or other reasons.

And, Each year we go to them; at their home, the hospital, Elderly Care facilities, wherever they are.

Our first visit is to collect the information, documents, and understand their tax situation.  The data needed to prepare the current year tax forms. The next visit is too have them review and authorize the electronic filing of their tax forms; which we then E-file from our office.

Personal Home Delivery service is only one detail of our company, In Balance Books, “Where Details Matter.”

Home visits and delivery services are at No Additional Charge to shut-ins.

Q. “How do I get started with your company?”

A. Simply contact us, we will set a time to visit, talk, and get to know each other. We can best serve you by building a mutually beneficial relationship. Proper accounting is more than crunching numbers. We will collect your data, analyze, and then tell you the story behind the numbers.

Our role is to help you both save and make money; to offer financial advice and assistance in a professional, legal, and timely manner.

Q. “Patricia, what is the meaning of the EA after your name.”

A. I have chosen, at this point in my career, to specialize in both tax preparations and related financial services. The EA stands for Enrolled Agent (EA) as explained by the IRS.

Enrolled agents (EA), 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 in Treasury Department Circular 230 (PDF). More information is available at

http://www.irs.gov/Tax-Professionals/Enrolled-Agents/Enrolled-Agent-Information

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