Tax Preparation & IRS Representation

Wen is an Enrolled Agent (EA), which is the highest credential a tax professional can earn from the IRS and a designation recognizing him as one of “America’s Tax Experts.” EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS.

An Enrolled Agent is a person who has earned the privilege of representing taxpayers (both individuals and businesses) before the Internal Revenue Service (IRS) by passing a series of rigorous exams, demonstrating mastery of tax rules and regulations. Enrolled Agent status is the highest credential the IRS awards. Enrolled Agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are 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.

It is surprising to most people that many of the tax preparers in business today have no formal credentials reflecting competency in tax preparation; and that currently there are no federal regulations that require tax preparers to show evidence of competency in tax rules and regulations.

Wen has experience with federal and state tax returns for individuals, families, businesses, estates and trusts. Wen currently serves clients from across the country, and around the world. One of his areas of expertise and interest is self-employed individuals, including artists, freelance workers, sole proprietors, small business owners and professionals. Wen takes a keen interest in all of his clients, and provides tax-planning advice year-round.

He generally e-files all returns and recommends direct deposit so you can receive your refund quickly! Fees for tax preparation services include tax planning and advice for the coming year.

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Schedule an appointment or contact Wen today to discuss your financial planning and tax needs.

As an Enrolled Agent (EA), Wen assists individuals, growing families, and businesses with tax filings and related tax issues. He can represent and defend you, as needed, before the IRS as any CPA or tax attorney might. Wen’s areas of expertise include:

  • Individuals and families
  • Independent contractors and sole proprietors
  • Small businesses
  • In-home daycare providers, clergy, same-sex marriages, artists & freelancers
  • Representation before the IRS for tax problems and audits
  • Rental and investment income
  • Depreciation of assets
  • Amending returns & filing back taxes
  • Multiple-state tax filings