Elder & Isaac, CPA
Many people use a tax professional to prepare their taxes. Anyone who prepares, or assists in preparing, all or substantially all of a federal tax return for compensation is required to have a valid Preparer Tax Identification Number (PTIN). All enrolled agents must also have a valid PTIN. If you choose to have someone prepare your federal tax return, then you should know who can represent you before the IRS if there is a problem with your return. Here's what you should know: Representation rights, also known as practice rights, fall into two categories: Unlimited Representation Limited Representation Unlimited representation rights allow a credentialed tax practitioner to represent you before the IRS on any tax matter. This is true no matter who prepared your return. Credentialed tax...
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Sentiment Analysis
Personal service, friendly easy to work with and dependable.
They even did a follow up meeting after my taxes were submitted to educate me on things I could do in 2017 to better my return the following year.
I honestly never thought I would have a relationship with my CPA, but Dan and Mary have both completely invested themselves into our agency, learning and understanding our business, guiding us through both our good and hard times.
They provide a great service, completely trustworthy and exceptionally competent.
They have become friends and we have developed a good long term business relationship.
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