Stress-Free Tax & Bookkeeping
Solutions with Lemman Tax Accountant
Maximize Your Refund. Minimize Your Stress. Manage Your Business Cashflow.
At Lemman Tax Accountant, we understand that taxes can be confusing, stressful, and time-consuming. We make the process smooth and simple, whether you're an individual filer, a small business owner, or managing multiple income streams.
Our expert solutions
Led by a licensed
Enrolled Agent (EA)
We have over 20 years of knowledge and experience to navigate the complex and ever-changing tax laws to minimize your tax liability and maximize your refunds.
We attend IRS conferences annually so you have the most up to date strategies to reduce your tax liabilities.
Why Choose Lemman Tax Accountant?
Certified Expertise
Unlike a regular bookkeeper, our Enrolled Agent (EA) status means we’re federally licensed by the IRS to represent you in all matters of tax preparation, audits, collections, and appeals. An EA on your side gets your access to advanced knowledge of tax laws, ensuring you get the most accurate and beneficial tax advice.
Personalized Service
We believe every financial situation is unique, which is why we custom tailor our tax strategies specifically to meet your unique needs. Whether you're filing a personal tax return or managing the financial complexities of your small business, we guide you every step of the way.
Year-Round Support
Tax season isn’t the only time we’re available to you. We provide year-round support for tax planning, bookkeeping, and IRS issues, making sure you’re always in the best position when it comes to your finances.
“Helping You Pay Less In Taxes Is What We Do
What’s the Difference Between
CPA and EA?
While bookkeepers are essential for tracking daily financial transactions, an Enrolled Agent (EA) offers much more specialized expertise. EAs are federally certified tax experts who have passed rigorous IRS exams and have the legal right to represent you in front of the IRS. This means we can handle everything from tax filings to audits and appeals. Our extensive knowledge of tax laws ensures you're compliant, saving you money and protecting you from potential penalties.
What does the term “enrolled agent” mean?
“Enrolled” means to be licensed to practice by the federal government, and “agent” means authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS. The enrolled agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.
How does one become an enrolled agent?
The license is earned in one of two ways, by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.
How can an enrolled agent help me?
Enrolled agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers at all administrative levels within the IRS.
Privilege and the enrolled agent
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.
What are the differences between enrolled agents and other tax professionals?
Only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before IRS. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.
Why should I choose an enrolled agent who is a member of the National Association of Enrolled Agents (NAEA)?
Only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before IRS. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.
Get Your Free Consultation Today!
Don’t let taxes or bookkeeping overwhelm you. Get expert advice from a Certified EA that saves you time, money, and stress. Book a free call, and we’ll chat about how we can help you take control of your taxes and bookkeeping needs for less than you think.
