Need Help This Tax Season?

March 6, 2014 • Local Business Review

Let an enrolled agent (Marilyn Cozzens) help you navigate the ever-changing tax laws to prepare your tax return.

Marilyn says, “The reason that I started my business many years ago was that I was very concerned about the overreach of the IRS. The IRS intimidates most taxpayers. In today’s fast paced high-tech environment, taxpayers need someone on their side. My philosophy has always been to insure that my clients pay the least amount of tax that they are leg[auth] ally required to pay”.

When the IRS “comes calling”, it is very important that you have a tax professional to assist you and one who you can rely on. “I enjoy dealing with the IRS on behalf of my clients,” states Marilyn.

Many scams surface this time of year. Marilyn cautions tax payers to exercise extreme diligence. Be aware that the IRS will not initiate contact with you by email or phone. Forward all such emails to then delete. Do not open any emails that claim to be from the IRS. Also phone scams are another avenue that is used to collect your personal information. If you receive a phone call claiming to be the IRS, there are two excellent ways to respond:

1. Ask for a call back number & an employee badge #.

2. Hang up and call 800-829-1040 where an IRS employee will assist you.

In addition your tax professional will gladly help you with all legitimate tax issues (you can reach Marilyn at 627-587).

Enrolled Agents are uniquely positioned to not only provide excellent tax preparation but also outstanding taxpayer representation.

The IRS is increasingly referring to enrolled agents as America’s Tax Experts. Enrolled Agents have passed a rigorous examination given by the Internal Revenue Service on all phases of taxation including ethics. 30 hours of tax education are required each year plus two hours on ethics, to maintain an EA Credential. Marilyn declares, “I have always exceeded the minimum requirement, because I owe it to my clients (and potential clients) to stay on the cutting edge of the tax laws.”

Many of the tax provisions included in the Affordable Health Care Act (Obamacare) went into effect on January 1, 2014. Most of these provisions do not affect the current 2013 tax returns. However there are health care choices that tax payers will make in 2014 that may affect your 2014 tax return. All taxpayers will be faced with several choices:

1. Health insurance coverage (or no coverage & penalty).

2. Premium tax credit (who is eligible and how to get credit).

3. Individual shared responsibility payment

4. Changes in circumstances can affect your choices.

That is why it is important to have a tax professional on your side.

Excellent tax preparation is not a part time business, if you want to provide taxpayers with outstanding service. It requires diligence and dedication to keep on top of the constantly changing tax laws.

Having someone who specializes in tax preparation and client representation (like an enrolled agent), best protects the taxpayer’s interests and bottom line.

Correctly preparing a tax return is not just putting numbers on the return, it is knowing where to put the numbers to generate the least amount of tax owed.

Marilyn emphasizes: “I don’t condone filling tax returns that contain false figures, but I do take advantage of every credit and deduction that the law allows. I would welcome the opportunity to provide tax and representation services to anyone that wants an enrolled agent on their side.”

You can reach Marilyn at 627-5871 for excellent tax and representation service.

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