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Enrolled Agents are tax professionals licensed by the federal government to represent taxpayers. EAs are experts in tax planning and the preparation of tax returns, and effective advocates on behalf of taxpayers before the IRS and state tax agencies. Enrolled Agents are required to demonstrate competence in matters of taxation; their right to represent taxpayers comes directly from the U.S. Department of Treasury. Unlike many tax preparers for whom tax preparation is a seasonal job from January through April 15, EAs provide tax services year round in the field of tax planning, preparation, and representation.

CFP professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it may delay your retirement significantly. By viewing each financial decision as part of a whole, you can consider its short and long term effects on your life goals.

You can also adapt more easily to life changes and feel more secure that your goals are on track.