Frequently Asked Questions
What is an Enrolled Agent (EA)?
An Enrolled Agent is a tax professional licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS in all 50 states. EAs are required to pass a rigorous examination and maintain continuing education in federal tax law.
Can EFG help with an IRS notice or audit?
Yes. Our Enrolled Agents are authorized to manage all correspondence, negotiation, and resolution directly with the IRS on your behalf.
How is EFG different from a seasonal tax preparer?
EFG provides comprehensive, year-round tax management that integrates planning, compliance, and IRS representation—not just annual return filing.
Do you work with remote clients?
Yes. EFG serves clients nationwide through secure electronic communication and virtual consultations.
When should a business begin tax planning?
Effective planning starts early in the fiscal year to allow for forecasting, entity optimization, and deduction management.
What types of clients does EFG serve?
EFG Tax Planning works with individuals, small businesses, corporations, providing tailored tax strategies for each.
What should I bring to my first appointment?
Please bring your previous year’s tax return, identification, income statements (such as W-2s or 1099s), expense records, and any IRS correspondence or notices you’ve received.
Can EFG assist with back taxes or penalties?
Yes. Our firm regularly helps clients resolve outstanding tax debts, file prior-year returns, and request penalty abatements or payment arrangements with the IRS.
How do I get started with EFG Tax Planning?
You can schedule an introductory consultation through our website or by contacting us directly. We’ll review your needs, outline a service plan, and begin simplifying your tax process.
