Tax Professionals, CPA, Enrolled Agents, Tax Attorneys, Bookkeepers

To Begin

We ask only that you provide your Zip Code and type of return so that we can match you with the closest Tax Professional who specializes in your needs. You can then fully review their information before deciding to proceed. Only after you have fully reviewed the information and have decided to engage the Tax Professional do you provide any additional information and only then for the purpose o f preparing your tax returns.

Privacy

Your personal information is subject to the highest of privacy standards. This website maintains the latest security measures to insure that your personal information is available only to yourself and the tax professional that you select. We comply with the Federal Privacy Act in all respects and exceed it in many areas. No information is released to any third parties or used for any other purpose whatsoever without your expressed written consent. We do no third party marketing.

Our Mission

My name is Hugh W. Pendleton. I have been a CPA since 1982 and have helped thousands of people with their tax issues during those 30 years. I have seen many people who used the wrong Tax Professionals for their needs and had trouble finding the right professional. If you need a doctor you can easily determine their area of specialty but it is not so easy with Tax Professionals. I have created this service to help you select an appropriate Tax Professional for your needs.

Professional Qualifications - CPA

CPA’s are college educated accountants who have passed one of the most rigorous professional examinations in the nation. This national three day exam covers all aspects of accounting and income tax. They generally complete a two year internship before becoming certified and are then required to maintain at least 40 hours per year of continuing professional education, although most do more than this. Thus you can be assured that your CPA will be up to date on the latest tax and accounting issues.

Professional Qualifications - Enrolled Agents(EA)

Enrolled Agents (EA’s) have completed the required education as set forth by the Internal Revenue Service and have passed a very competitive tax knowledge exam administered by the Internal Revenue Service. Typically only about 5% of E.A candidates pass this exam on the first attempt. EA’s are then subject to the similar requirements for continuing professional education as CPA’s.

Professional Qualifications - Tax Attorneys

Tax Attorneys have either a JD or LLB degree in addition to their bachelor degree. They have passed the Bar examination and completed other rigorous standards as set forth by the state in which they practice. In addition, Tax Attorneys are specialized in income tax law. Tax Attorneys are registered to practice in front of the IRS and Tax Court. Many Tax Attorneys are qualified to practice before the Supreme Court.

Professional Qualifications - Bookkeepers

Bookkeepers are usually non-degreed individuals who have learned by doing. Typically, bookkeepers work for CPA’s or EA’s. Sometimes bookkeepers have associates degrees or have completed some professional education or certification such as the Quickbooks certifications. Unless they have become EA’s they are not qualified to practice before the IRS. Therefore we only include bookkeeping services as offered by CPA’s or EA’s where the bookkeeper is properly supervised.

Local

We attempt to match you with local Tax Professionals whenever possible. Although virtually all of the work can be accomplished securely over the internet we recognize that there are times when nothing will do but a face to face meeting. You will know who is responsible for your tax work and will always have phone and e-mail connections for your questions. We recommend that you do as much as possible over the internet as this keeps costs low for both you and your Tax Professional.