Broker Check

The Benefits of Working With an Enrolled Agent (EA)

Dennis Cozen is not only a tax professional and financial advisor; he’s also an Enrolled Agent (EA). An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation. They advise, represent, and prepare tax returns for individuals, businesses, and any entities with tax-reporting requirements. EAs’ expertise in the ever-evolving world of taxation enables them to effectively represent taxpayers audited by the IRS.

The EA license is often earned by passing a comprehensive examination. Stringent annual continuing education requirements are monitored by the IRS in order to maintain their Enrolled Agent status.

Enrolled Agents are required to abide by regulations established by the Department of Treasury, which provides rules of conduct and a code of ethics that Enrolled Agents are bound by. For this reason, EAs are often considered a cut above the rest.

By selecting an Enrolled Agent to handle their taxes, clients are assured a superior level of taxation expertise so they can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.

Dennis knows taxation and has expertise in a wide range of areas, including corporate, estate, individual, and federal, local, and state taxes. Clients can count on him for professional, timely, and reliable services, which include the following:

  • Tax return preparation
  • Representation before the IRS (audits, collections and appeals)
  • Tax and financial services
  • Business planning
  • Retirement and pension funds
  • Preserving your estate and protecting your most valued assets
  • Maximizing your overall savings

Dennis is here for his clients year-round, not just during tax season. Whether clients have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, he can assist with their tax and financial needs.