NW Taxprep & Acctg LLC

Welcome To NW Taxprep & Acctg

PROFESSIONAL, AFFORDABLE, BOUTIQUE-LIKE TAX PREPARATION SERVICE OFFERING EXCLUSIVE PERSONAL DETAIL.

Katherine Boyer LTC, EA & Brad Boyer LTC, EA

Your tax return is unique & deserves exclusive attention. Tax laws are complicated and using a generic, one size fits all, question based software may seem easy but answering just one question incorrectly may negatively impact your tax refund. We offer boutique-like, knowledge based personal client service, with a singular focus on your unique set of tax & financial circumstances, which will facilitate the best possible benefit & outcome for you.

About Us

PROFESSIONAL

We have the highest designations available for the specific task of tax preparation -- LTC (Licensed Tax Consultant) and EA (Enrolled Agent). These designations are not purchased, they are earned through diligent study and stringent knowledge testing of Federal & State tax laws. We are also bound by high ethical standards established by the US Treasury and the Oregon Tax Board.

PERSONAL

Know who is preparing your tax return - we personally prepare your tax return. Your return will not be prepared by a temporary employee, nor will it be handed off to a clerk in a back room that you have never met nor know their qualifications. Knowing who is preparing your return and their qualifications will provide you with peace of mind.

WE ARE ENROLLED AGENTS (EA)

What Is An Enrolled Agent?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

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 an Enrolled Agent, Attorney or CPA may represent taxpayers before the IRS.

The difference between Enrolled Agents and other tax professionals.

Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer. Unlike an Attorney or CPA, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the Dept of Treasury and IRS (a CPA or Attorney is licensed and regulated by the state in which they practice).

How can an Enrolled Agent help me?

Enrolled Agents not only prepare individual, partnership, corporate, estate and trust tax returns, but also advise and represent tax payers who have received a tax notice letter or are subject to an examination, audit or assessment from the IRS. Enrolled Agents’ expertise in the continually changing field of taxation provide them with a unique opportunity to effectively represent taxpayers.

Privilege and the Enrolled Agent

The IRS Restructuring and Reform Act of 1998 allow Enrolled Agents 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.

Enrolled Agents abide by Dept of Treasury regulations

Enrolled Agents are required to abide by the provisions of the Department of Treasury’s Circular 230, which provides the regulations governing the practice of Enrolled Agents before the IRS. These regulations place strict ethical standards upon Enrolled Agents.