Florida Society of Enrolled Agents Practice Management Workshop

November 7, 2014

I recently facilitated and presented and 2 ½ day workshop for the Florida Society of Enrolled Agents at a seminar titled Practice Management Workshop.  I received the highest rating 5 out of 5.  Below are some additional comments.

  1. “Great mediator for the learning process. Gave us great real life examples and also contributed a lot of best practices answers.”
  2.  “GREAT JOB!”
  3.  “Awesome!”
  4.  “Great Facilitator, kept things moving and on topic without being overbearing/impolite.”

More information about  Linda D Smith, Enrolled Agent, FATP, ATA, ABA, CDFA, CFR

Federally Authorized Tax Practitioner
Accredited Tax Advisor, Accredited Business Accountant,
Certified Divorce Financial Analyst
Florida Supreme Court Certified Circuit/Civil, Family & County Mediator

ATI Professional Services Inc
Accounting-Tax-Mediation Services-Taxpayer Representation
Orlando, FL 32803
407-896-1553
407-898-1458 (fax)
www.atipro.com


What is an Enrolled Agent?

May 13, 2010
  
NAEA

National Association of Enrolled Agents

Enrolled Agents are tax practitioners licensed by the U.S. Department of the 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.       

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 30 years in taxation study and practice.       

Linda D. Smith is an Enrolled Agent & Licensed Tax Professional