Courtney E.

How long have you been involved in accounting and tax? 

I have been an accountant for the last nineteen years. 

What made you decide to earn the Enrolled Agent Credential? 

I wanted to be able to represent my clients under audit, even if I did not prepare their return. 

What is the best part of being a credentialed tax expert? 

Honestly, audits can be very stressful and even scary for clients and it is very rewarding to be able to help them through that process and give them peace of mind. 

What are the most important lessons for someone just getting started in the tax industry?

The most important lesson for someone starting out is the importance of Tax Strategy before Tax Preparation. You should always be focused on the client’s situation and how they can save money in taxes to put back into their business, all while remaining Audit Compliant. 

What are your favorite types of clients to work with?

Our clients range from start-ups to $120 million in income. Although helping all of them is important, I really enjoy working with Corporate Return clients because there are so many ways to help them strategize and save. 

How does having your PHD and EA credential help you to solve client issues? 

It allows me the ability to handle more IRS issues with clients when I have not prepared their original return and it gives me more credibility. 

What would you tell someone considering the EA credential as part of their career development? 

I would rather spend the time getting the EA credential over the CPA because it is the highest credential and it is helpful more with Tax Strategy over just Tax Preparation.