Frequently Asked Questions

An Enrolled Agent (EA) is a tax professional licensed directly by the U.S. Department of the Treasury. It is the highest credential the IRS awards. EAs are the only federally licensed tax practitioners with unlimited rights to represent taxpayers before the IRS, and the license is national rather than state by state. CPAs are licensed by individual state boards and their work often spans audit and broader accounting; an EA's license is specifically about taxation and IRS representation.

It means Glenn can speak to the IRS on your behalf at every level — examinations, collections, and appeals — for any tax matter, whether or not he prepared the return in question. Unenrolled preparers do not have this authority and generally cannot represent you beyond limited circumstances.

No. Glenn works with clients in person across Duluth, Gwinnett County, and the north metro Atlanta area, and also serves clients remotely by phone, email, and secure document exchange. Because the Enrolled Agent license is federal, he can represent taxpayers in any state.

You work with Glenn directly. Your Financial Office is a small practice on purpose — there is no call center and no rotating case handler.

Yes. The first consultation is free and carries no obligation. It is a conversation to understand your situation, tell you plainly what is involved, and outline the next steps. If your situation does not need paid help, we will say so.

Whatever you already have is enough to start. Most helpful are your two most recent tax returns, any IRS notices you have received, and for business owners a recent profit-and-loss statement or access to your bookkeeping file. If you do not have these on hand, come anyway — we can work out what is needed.

Fees depend on the scope of work, because a single-source W-2 return and a multi-entity business with payroll are very different jobs. After the free consultation you will get a clear picture of what is involved and what it will cost before any work begins. There are no surprise invoices.

Do not ignore it, and do not panic. Most IRS notices have a response deadline printed on them, and many are routine matters that are resolved with a single correct reply. Read the notice for its deadline, avoid sending anything before the letter has been reviewed, and get in touch. As an Enrolled Agent, Glenn can respond to the IRS on your behalf.

Yes, and this is more common than most people expect. Unfiled returns generally need to be brought current before other resolution options open up. The work is to reconstruct what is missing, file accurately, and then address any balance owed through the appropriate channel.

Owing a balance you cannot pay in full does not leave you without options. Depending on your circumstances, installment agreements and other resolution paths may be available. The right approach depends on the specifics of your finances, which is what the consultation is for. Be cautious of any firm that promises a specific outcome before reviewing your situation.

Yes. Alongside individual tax work, Your Financial Office handles bookkeeping, payroll support, and monthly and quarterly financial reporting for small businesses, and Glenn has been a Certified QuickBooks Pro Advisor since 2002.

No. Cleaning up neglected or inaccurate books is routine work here, and it is often where the most value is found. Sorting the records out is usually a prerequisite for accurate filing anyway.

Entity selection and filing strategy are part of tax planning, and the right structure depends on your income, your goals, and how you pay yourself. This is a conversation worth having before year end rather than at filing time, when most of the useful options have already closed.

Yes. All 105 calculators run entirely inside your own browser. The figures you enter are never transmitted to us, never stored on a server, and never shared.

Treat them as planning estimates, not advice. The calculators do not know your filing status, your entity structure, or what the IRS already has on record for you. They are a good way to frame a question; a conversation is how you answer it.