Common Resources & FAQs

Tax-Related Resources for Your Convenience!

Resources & Frequently Asked Questions

We believe there’s no such thing as a silly question—especially when it comes to taxes. Below are answers to some of the questions we hear most often from individuals, families, and business owners.

Don’t see your question listed? Contact us directly—we’re happy to help.

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Common Questions & Answers

What is an EA?

An Enrolled Agent (EA) is a tax advisor and federally-authorized tax practitioner who is empowered to represent taxpayers in all tax matters before the IRS. This means EAs, like attorneys and certified public accountants (CPAs), have unlimited practice rights and can represent taxpayers at all levels of the IRS, regardless of the tax matter or the type of taxpayer (individual, business, etc.).
Federal License: Unlike CPAs who are licensed by state boards, EAs are federally licensed, allowing them to practice anywhere in the United States.
Continuing Education: EAs are required to complete continuing education courses to maintain their certification and stay current on tax law changes, according to the IRS.
Background Check and Ethics: All EAs must pass a background check and adhere to ethical standards set by the IRS.

Do we directly pay the IRS or FTB for you, using automated clearing house (ACH)?

No, we do not offer this service. You can use irs.gov direct pay, regular checks or credit cards through various services.

Do we have rapid refunds?

Yes, we do use direct deposits into your designated bank accounts. The IRS normally has a cycle of about ten days for refunds if there’s no processing issues with your tax returns.

Can I do my tax returns virtually?

Yes, we use a secure portal system to receive and deliver tax documents and tax returns. For authorized signatures we use Right Signature. If you’re filing married filing joint please take note that both spouses will need a separate e-mail address for this system.

How much do your tax preparation services cost?

We provide complimentary written estimates for all tax preparation clients. Before your estimate is provided, we do require copies of your previous year tax returns and your current year documents and bookkeeping.

Can you represent me if I get audited?

Yes, we do provide representation services for correspondence, office and field examinations.

Do you provide bookkeeping services help with home loans, financial planners and health insurance?

No, we do not offer bookkeeping or payroll services. The fee for tax preparation doesn’t include services for audit representation, mortgage comfort letters, tax planning services, issues with financial planners, attorneys and divorces.

Useful State & Federal Links

We’ve gathered some of the most commonly referenced websites to help you manage, research, or navigate the tax process with confidence.

Internal Revenue Service

The official U.S. government website for federal income tax information, forms, payments, and refund tracking.

Franchise Tax Board

California’s state tax authority for income tax filing, estimated payments, and account services.

National Association of Enrolled Agents

Learn about the role of Enrolled Agents and access national-level tax resources and advocacy.

California State Enrolled Agents

A statewide network of Enrolled Agents providing education, updates, and professional resources for tax professionals.

United States Tax Court

The judicial body that hears federal tax disputes between taxpayers and the IRS before payment is required.

SF Treasurer & Tax Collector

For business taxes, licenses, and property tax payments in the City and County of San Francisco.

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