Eva Konigsberg, Enrolled Agent & MBA , Principal - Savvy TAX,
At Savvy Tax, we believe in the value of relationships. We view every client relationship as a partnership, and truly believe that our success is a result of your success. Savvy Tax is owned and managed by Enrolled Agent, Eva Konigsberg. As an Enrolled Agent, she is licensed by the IRS to professionally prepare tax returns, represent clients in audit and continue to represent taxpayers in all matters of grievance, collections or challenges to their tax treatment by the IRS.
We don't work for the IRS. We work for you.
We work diligently to stay current on the complexities of the tax code so that we can recommend positions in your interest, optimally represent you and see that tax matters are resolved favorably for you.
As financial coaches and bookkeeping trainers, we empower you to understand accounting and use it as a tool to help your business succeed. We help you learn QuickBooks, produce and analyze financial reports and design your own customized management reports.
Because each one of us is the CEO of our own lives, we help individuals, as well as entrepreneurs, master financial literacy and grow our personal wealth.
Our financial coaching rests on three fundamental principles:
•Money flows to those who are most capable of managing it
•Solving problems is easier when absence of money isn’t one of them
•True wealth is about more than money
Our financial coaches lead you step by step into a comfortable understanding and mastery of your finances. We help you identify your dreams, connect your dreams to your material reality, set budgets, reduce your debts, grow your assets and lose your anxiety about money.
As our many delighted clients have told us: The journey is fun!
What is an Enrolled Agent?
An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
What does the term “Enrolled Agent” mean?
“Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.
How does one become an Enrolled Agent?
The license is earned in one of two ways, by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.
How can Enrolled Agent help me?
Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS..
Top 10 Reasons You Need an Enrolled Agent(EA):
10. Unlike CPAs and attorneys, who may or may not choose to specialize in taxes, ALL Enrolled Agents specialize in taxation.
9. Enrolled Agents are subjected to a rigorous background check conducted by the IRS
8. Enrolled Agents are bound by Circular 230, which gives them limited client privilege in situations where the taxpayer is being represented in cases involving audits and collections matters.
7. Enrolled Agents are required to complete 72 hours of continuing education to keep them abreast of any and all tax law changes.
6. Enrolled Agents take a difficult two-day examination administered by the IRS, which covers taxation of individuals, corporations, partnerships, estates and trusts, procedures and ethics.
5. Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they represent a taxpayer.
4. Enrolled Agents are authorized to appear in place of the taxpayer at the Internal Revenue Service
3. Enrolled Agents are the only tax professionals who receive their right to practice from the United States Government.
2. Enrolled Agents are licensed by the federal government
And the number one reason you should choose and EA:
1. The profession has been regulated by Congress since 1884!
Savvy TAX - Eva Konigsberg, EA, MBA
4200 Park Blvd. #531
Oakland, CA 94602
Ph 510-928-5067
Fax 510-698-6326
eva@savvytax.com