When to Call an EA (Common IRS Situations)
- Notices: CP14 (balance due), CP2000 (underreporting), CP504/LT11 (levy warnings)
- Audits: Correspondence, Office, or Field exams
- Collections: Liens, levies, wage garnishments, passport issues
- Back taxes: Unfiled returns, transcript cleanup
- Payment plans: Streamlined, partial-pay, or short-term
- Offers in Compromise: Doubt as to collectibility/LI
- Penalty relief: First-Time Abate & reasonable cause
- Innocent Spouse: Relief & separation of liability
Note: Florida has no state income tax, but federal IRS notices still apply.
What an EA Does for You
- Power of Attorney (Form 2848): We speak to the IRS so you don’t have to
- Transcript analysis: Accounts, penalties, interest, compliance checks
- Strategy & documentation: Build a defensible file for the IRS
- Resolution filing: IA/OIC/CNC, penalty abatement, lien/levy release
- Future-proofing: Estimates, withholdings, entity and payroll planning
Our IRS Resolution Process
- Discovery (30 min): Goals, risk, and timeline
- Authorize & Pull Transcripts: Form 2848/8821, account review
- Compliance: File missing returns and set up estimated payments
- Resolution: IA, OIC, CNC, lien/levy removal
- Monitor: Quarterly reviews and withholding/estimate adjustments
Documents to Bring
- Latest IRS letters (front and back if applicable)
- Prior tax returns and W-2/1099/K-1/1099-K
- Bank statements, merchant, and payroll reports
- Proof for claimed deductions/credits
- Cash flow and debt info to evaluate IA/OIC
Related Services
Explore: IRS Representation, Tax Preparation, Accounting & Bookkeeping, QuickBooks Cleanup, and Controller/CFO.
FAQs
EA vs. CPA vs. Attorney — which one should I choose?
An Enrolled Agent (EA) specializes specifically in federal tax matters and has the authority to represent clients before the Internal Revenue Service nationwide, regardless of where you live in the United States. A Certified Public Accountant (CPA) offers a broader range of accounting services, including auditing, financial planning, and tax preparation, and some CPAs are also qualified to represent clients in tax-related issues. An attorney is the most suitable professional to consult when dealing with criminal cases or any type of litigation involving the law. For the majority of tax notices, audits, and collection issues, working with an EA is often the best choice due to their focused expertise in tax regulations and IRS procedures.
Can we work 100% remotely?
Yes, as an Enrolled Agent, we utilize electronic power of attorney to streamline processes, along with a highly secure client portal to ensure your information is protected at all times. We also offer e-signature capabilities for convenient document signing, and conduct video meetings for face-to-face interaction without the need to travel. Additionally, for those who prefer or require it, in-person meetings are available at our office in Tampa Bay to provide personalized service and support.
How is pricing structured?
As an Enrolled Agent, we provide a flat fee for each separate phase, including detailed analysis, thorough compliance checks, and effective resolution, giving you the flexibility to select only the specific services you require. Alternatively, you have the option to choose our all-inclusive comprehensive full package, which covers every phase from the very beginning through to the final completion. We guarantee that our transparent pricing structure is clearly outlined and mutually agreed upon before any work commences, so you have complete clarity about what to expect with no hidden or unexpected charges.
How long does an Offer in Compromise or payment plan take?
The final outcome is heavily influenced not only by your unique personal circumstances but also by the specific decisions and actions taken by the IRS. As an Enrolled Agent, from the very start of our engagement, we promptly initiate power of attorney protection to ensure that your interests are thoroughly and effectively represented at every stage. Simultaneously, we work diligently to develop a detailed and comprehensive strategy designed to minimize any possible risks or complications while your case is actively being reviewed and processed. This careful and thoughtful approach serves to protect your position and rights throughout the entire duration of the procedure, ensuring the best possible results under the circumstances.
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