
With multiple tax professionals to choose from, selecting the right one can be confusing. Whether you’re looking for tax preparation & planning, IRS representation, or ongoing accounting & bookkeeping, here’s how to decide who’s best for you. At Henriquez Accounting & Tax Services, we can guide the choice—and deliver the services—so you get the right expertise at the right time.
What Each Type Does
- Enrolled Agent (EA): Federally licensed, specializes in taxation, can represent you before the IRS. Great for returns, notices, and practical tax strategy. Start with our Tax Preparation.
- Certified Public Accountant (CPA): Broad financial expertise—audits, accounting, tax work, and financial planning. Ideal when you need integrated bookkeeping plus tax.
- Tax Attorney: Legal professional for complex tax law issues, litigation, appeals, and legal defense—often teamed with an EA/CPA.
Key Differences to Consider
- Scope & specialization: EAs focus on taxes; CPAs add accounting/assurance; attorneys handle tax law and legal disputes.
- Cost structure: Attorneys and CPAs generally have higher hourly rates than many EAs—match cost to complexity.
- Representation rights: EAs, CPAs, and attorneys can all represent you before the IRS; only attorneys represent you in court.
- Qualifications & oversight: CPAs (state boards), EAs (IRS), attorneys (state bars). Verify credentials and continuing education.
- Complexity of your needs: Simple returns/notices → EA; business structure/accounting + tax → CPA or EA with accounting; legal disputes → Tax Attorney.
Which Professional Fits Your Situation?
Match common scenarios to the right pro—and the service we provide:
- Simple or individual taxes & minor IRS issues: Enrolled Agent — Personal Tax Preparation.
- Business accounting + tax advice: CPA/EA plus Accounting & Bookkeeping and Business Taxes (consider Controller/CFO services for dashboards & KPIs).
- Tax court, litigation, complex legal exposure: Tax Attorney (often collaborating with our tax and IRS representation support).
- Growth, pricing, and planning questions: Our Business Consulting integrates with tax and reporting.
Need help deciding?
We’ll assess your situation and recommend the right mix—EA, CPA, and/or attorney—then coordinate the work: from filing and notices & audits to books and CFO insights. Schedule Consultation
Frequently Asked Questions
Can I switch from an EA to a CPA later?
Yes. Many clients start with an EA and later add a CPA for broader accounting/reporting needs. We coordinate the transition and keep continuity.
Does a tax attorney cost much more?
Typically, yes—especially for legal representation. Use an attorney when legal risk is high or litigation is likely; we’ll help you scope appropriately.
Which one can represent me in an IRS audit?
EAs, CPAs, and Tax Attorneys can all represent you before the IRS. When court-level issues arise, a Tax Attorney leads; we often support with records and analysis.
©Copyright. All rights reserved.

Leave a Reply