IRS Representation

As an enrolled agent, Kaplan Tax and Accounting can represent you with the Internal Revenue Service.  We can help you negotiate and settle claims, payments, audits or penalties you may have with the IRS.

Our IRS representation includes:

  • Contest or settle an existing tax liability
  • File previous tax returns
  • Help Releasing a tax lien
  • Help reduce or waive penalties
  • Negotiate a monthly payment plan for debts
  • Payroll audit representation
  • Spouse debt relief
  • Stop a bank levy or garnishment of wages
  • State or Federal representation for tax debt or non-payments
  • Tax Audit Representation

What is an Enrolled Agent?

An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled Agents, like Attorneys and certified public accountants (CPAs), are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) a limited client privilege.  This privilege allows confidentiality between the taxpayer and the enrolled agent under certain conditions.  The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters.  It is not applicable to the preparation and filing of a tax return.  This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.

In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years, to maintain their Enrolled Agent Status.  NAEA members are obligated to complete 90 hours per three year reporting period.  Because of the knowledge necessary to become an Enrolled Agent and the requirements to maintain the license, there are only about 46,000 practicing Enrolled Agents.