Tax Preparation, Accounting & Bookkeeping
We are located in the Downtown Long Beach Area.

A classic history lesson of an enrolled agent is that we are a federally licensed tax practitioner who has unlimited rights to represent taxpayers before the IRS. The position of enrolled agent was created as a reaction to fraudulent war loss claims in the wake of the American Civil War with roots tracing back to the General Deficiency Act of July 7, 1884,[3] or General Deficiency Appropriation Bill (H.R. 2735), also known as the "Horse Act of 1884", which was signed into law by President Chester A. Arthur on July 7, 1884. After the Civil War, many citizens faced difficulties in settling claims with the government for property confiscated for use in the war effort. As a result, Congress endowed enrolled agents with the power of advocacy to prepare claims against the government. From 1884 through the early 20th century, this statute remained largely unchanged.

When the Revenue Act of 1913 was passed, signed into law by President Woodrow Wilson on October 3, 1913, the scope of the enrolled agent was expanded to include claims for monetary relief for citizens whose taxes had become inequitable. As income, estate, giftand other sources of tax collections became more complex, the role of the enrolled agent increased to include the preparation of the many tax forms that were required. As a result of this complexity, audits became more prevalent and the enrolled agent role evolved into taxpayer representation, promulgating a series of statutes which were combined into a single Treasury Department Circular in February 19, 1921, known as Circular 230, to address "the laws and regulations governing the recognition of agents, attorneys, and other persons representing claimants before the Treasury Department and offices thereof."

To become an EA, we have to pass a three-part comprehensive examination (Individuals, Businesses and Representation, Practice, and Procedure) which covers all aspects of the tax code or have worked at the IRS for five years in a position where you were required to interpret and apply the tax code on an ongoing basis as part of your job. All EA candidates must pass a background check conducted by the IRS which includes looking into your personal tax history. (Sorry, but if the IRS finds delinquent tax payments/filings or other discretions, you’re out of luck.) However, in the case of representing a client before the IRS, (e.g. such as in the case of a tax audit) the CPA also has those privileges.

The difference between a CPA and an EA is the additional degreed education requirement, the two years of time involved in public accounting, and passing the CPA exam. 

We assist with a variety of financial issues, which include audits, collections, and appeals. If you are looking for a tax professional anywhere from Orange County, Los Angeles, to Long Beach, then give us a call!

Our success is the success of the many people who have taken advantage of and benefitted from our accounting services. When you partner with us, you will benefit by people who share your goals.

It is never too early to start preparing for significant life events, both the predictable and the unpredictable. The decisions you make today will affect your life tomorrow. With a thorough understanding of your financial situation and by working together, we can customize a plan that addresses your immediate needs as well as your financial goals for the future.

It is important to know that no refund is guaranteed, no matter what you may have heard. We will make sure you get every possible tax deduction to which you are entitled.