Enrolled Agent

An Enrolled Agent 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. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.

Certified Public Accountants (CPA)

Certified Public Accountants are Tax Advisors who have received state certifications to practice accounting.

Small Business / Sole Proprietors

Small Business certified Tax Advisors are knowledgeable in the preparation of tax returns for small businesses and small business owner(s). These Tax Advisors have successfully completed advanced training in tax situations unique to Sole Proprietors, Partnerships and S Corporations.

Investment Income

Investment Income certified Tax Advisors are knowledgeable in the preparation of tax returns with various types of investment income. These Tax Advisors have completed advanced training covering the various investment options and how the income, gains, and losses from these investments impact current and future year tax situations.

Attorney

Attorneys are Tax Advisors who have received state certifications to practice law.

Retirement

Retirement certified Tax Advisors have successfully completed the Block Advisors certification program focusing on the tax impact of choosing various retirement options. These Tax Advisors have advanced training in the preparation of tax returns with retirement plan contributions and distributions and rollovers.

Military

Military certified Tax Advisors have successfully completed the Block Advisors certification program focusing on the unique tax situations encountered by Military personnel and their families. These Tax Advisors have advanced training covering Military specific tax laws and the preparation of Military tax returns.