When it comes to navigating the complexities of taxes, you might find yourself wondering whether to turn to a Certified Public Accountant (CPA), an Enrolled Agent (EA), or a Tax Attorney. Each of these professionals brings a unique set of skills and qualifications to the table, and understanding the differences can help you make the best choice for your specific needs.

First, let’s look at CPAs. Certified Public Accountants are licensed by state boards of accountancy, and they must pass the rigorous Uniform CPA Examination. They are also required to meet continuing education requirements to maintain their license. CPAs are well versed in a variety of accounting and tax related matters, making them a great choice for a tax advisor. They are incredible resources for tax preparation, financial planning, representation before tax authorities, and other tax related services.

Next are Enrolled Agents. EAs are tax specialists who receive authorization from the IRS to represent and work with taxpayers. Becoming an Enrolled Agent is the highest designation offered by the IRS, and this is not a class or credential offered in a traditional educational setting. To become an EA, one must independently study for and pass a set of three comprehensive examinations covering all aspects of the tax code. Upon passing these exams and the IRS’s application process, an EA is authorized to represent taxpayers before the IRS and state taxing authorities in all matters including audits, collections, appeals, and other disputes. As with CPAs, EAs are also required to complete continuing education courses to remain current with their tax law knowledge. If your primary concern is dealing with a tax problem or controversy, an EA can be a very valuable resource because of their deep knowledge of tax laws, regulations, and their application to specific situations.

Last, but not least, we have Tax Attorneys. These professionals are lawyers who are experienced with the complex and often contentious field of tax law. They have to complete law school (some even get their legal master’s degree (LL.M) in taxation) and pass the bar exam in their respective state. Tax Attorneys are particularly useful if you need legal advice on tax related issues such as setting up or selling a business, estate planning, or dealing with tax disputes that might end up in court. They can represent you in Tax Court and retain the attorney-client privilege with their representation, which can be critical if you’re facing serious legal issues with the IRS.

Each of these tax professionals have knowledge and expertise to help you with your tax needs and it is very possible that a team including a combination of these professionals may be best to help you with your tax problems. Whether you are looking for options to optimize your tax return, navigate an audit, or resolve a legal issue, there are experienced tax professionals out there ready to help you handle your situation with confidence.

For help navigating your tax problems and negotiating a resolution, contact the tax team at the Business Law Group. Our team is ready to help you by taking the burden of dealing with the IRS and helping you navigate your tax problem to find a resolution tailored to your situation. Call us at (719) 355-8840 or email info@businesslawgroup.us to get started today.