Enrolled Agent (EA) | Federally Authorized Tax Practitioner
When your tax situation requires more than general information, choose the consultation that fits your needs. Berkshire EA Tax Advisors provides professional review, analysis, and guidance based on the facts and circumstances of your specific tax matter.
Not every tax situation requires the same level of review. Compare the options below to determine which starting point best matches the type of assistance you’re seeking.
Not sure where to start? Start here.
Find out where you may have opportunities to be more proactive with your taxes.
Received an IRS notice? Understand it before you respond.
For more complex IRS matters that require a deeper case assessment and resolution strategy.
Retain Berkshire EA Tax Advisors for qualifying services within 7 calendar days of your paid consultation, and your consultation fee will be credited toward the qualifying engagement.
Receive professional guidance, a clear explanation of what we identify, and recommended next steps based on the consultation service selected and the information available for review.
Receive professional tax guidance from a federally licensed Enrolled Agent with experience in tax planning, tax preparation, IRS representation, and tax resolution matters.
After booking, you’ll receive a confirmation with instructions for your consultation. If documents or additional information are needed, you’ll be asked to provide them in advance so your scheduled time can be used effectively.
Consultations are available remotely or in person, depending on the service selected and availability. Your booking confirmation will include the appointment details and any instructions needed to prepare for your consultation.
Please have any documents relevant to the matter you would like to discuss, such as recent tax returns, IRS or state tax notices, correspondence, account transcripts, business records, or other applicable tax information. If specific documents are needed for your consultation, you will be notified in advance.
No. Every tax situation is unique, and outcomes depend on the specific facts and circumstances involved. Berkshire EA Tax Advisors does not guarantee any specific IRS or state tax decision, settlement, penalty reduction, refund, tax savings, or other outcome.
If additional services are appropriate after your consultation, we will explain the recommended next steps. Tax preparation, tax planning, tax resolution, IRS representation, and other professional services are separately scoped and priced based on the work required.
Yes. If you retain Berkshire EA Tax Advisors for qualifying services within 7 calendar days of your paid consultation, your consultation fee will be credited toward the qualifying engagement. The credit has no cash value, applies only to qualifying services, and does not apply to the complimentary Discovery Call.
Paid consultation fees are nonrefundable. You may reschedule your appointment one time with at least 24 hours’ notice. Cancellations or rescheduling requests made with less than 24 hours’ notice, missed appointments, or arrivals more than 15 minutes late will result in forfeiture of the consultation fee. A new paid consultation must be booked to schedule another appointment.
Choose the consultation that best fits your situation and get professional guidance based on your specific tax needs.
