Tax

Did last year’s accountant seem to disappear at tax time? Make your tax appointment now with a professional you can depend on! Expect timely, quality service at an affordable fee.

TAX PREPARATION & PLANNING
Individual and Business Tax Returns
Non-Resident U.S. Tax Returns
Estate, Gift, and Trust Returns
Out-of-State and Multi-State Returns

TAX PROBLEM ASSISTANCE
Prior-Year or Amended Returns
Responding to IRS/FTB Inquiries
IRS and State Audit Representation
Appeals and Collections
Lien and Levy Releases
Offers In Compromise
Payment Plans
Non-Filers

OTHER SERVICES

Seminars and Speaking Engagements

What is an Enrolled Agent and why should you hire this special Tax Professional?

U.S. tax law is an ever set of changing rules and regulations with varying implications depending on the individual or business tax situation. Regardless of tax law complexity, YOU as a taxpayer, are ultimately responsible for accurate reporting and payment of your tax obligation. Things to consider in hiring a tax professional:

Enrolled Agent (EA) is the highest credential awarded by the U.S. Department of Treasury.

Enrolled Agents are unrestricted as to which taxpayer’s they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Linda D. Smith is an Enrolled Agent and Federally Authorized Tax Preparer.

Ms. Smith is a “Fellow” of the National Tax Practice Institute, past President of the Central Florida Chapter of the Florida Society of Accountants, Florida Society of Enrolled Agents Speakers’ Chair and Best Practice Workshop Facilitator.

Education – The requirement for an Enrolled Agent is 30 hours of CPE (continuing professional education) annually. Linda averages 150 hours + of CPE per year.

Ethics – In accordance with IRS requirements, Enrolled Agents must earn at least 2 hours of CPEs in Ethics during each calendar year.

Experience – Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation and can represent taxpayers from any state. Linda has over 40 years in taxation study and practice.

Enrolled Agents – are tax practitioners licensed by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS). Like attorneys and certified public accountants (CPAs), EAs are governed by Treasury Circular 230 in their practice before the IRS.

Linda speaks and teaches on various tax planning issues for professional associations, college community service groups, Internal Revenue Service’s Community Outreach, V.I.T.A. and Valencia Community College Tax Practitioner’s Seminar. Her articles on tax planning have appeared in the Central Florida Business Review, the Orlando Business Journal, the Practical Accountant and other publications. Ms. Smith is experienced to provide financial information and tax assistance to individuals and businesses alike.