January 2011

What is an Enrolled Agent?

What is an Enrolled Agent? An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. What does the term […]

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What To Look For In A Tax Preparer & Business Consultant

For tax preparers lets start with credentials. In California the credentials to look for are Enrolled Agents (E.A.’s) and Certified Public Accountants (CPA’s). Consider an enrolled agent if you desire more expertise than an walk-in chain such as, H&R Block or Jackson Hewitt, but don’t need a full-service CPA. Enrolled agents are licensed by the

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January 2011 Newsletter

  January 27, 2011     Dear Clients, Family, and Friends:   According to sources at the IRS, their forms should be finished by February 14th (Happy Valentines Day!) so we can begin filing returns affected by the tax law extension. Despite calls for simplifying the tax laws, they have actually been made much more

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The Success Puzzle

Most people you talk to would probably agree to some extent that real success is a puzzle. Why is this? I would say that it is partly due to the fact that we’ve never really had much training in how to be successful. There is certainly no class in traditional schooling on success that I

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Energy Tax Breaks

Hello All, New law includes unpleasant surprise in nonbusiness energy property credit Alert While the recently passed Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (2010 Tax Relief Act) contained a host of taxpayer-friendly provisions—including 100% bonus depreciation, reduced Social Security tax, increased alternative minimum tax exemptions, and the extension of many

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