Do I Need a Tax Attorney, CPA, or Enrolled Agent?

Getting your taxes done correctly (and to your benefit) takes the right team. You have a lot of choices when it comes to tax preparation, planning, and even defense. So who does what? Who should you go to first? What's the difference between a tax attorney, a CPA, and an Enrolled Agent when it comes to tax matters?
It can be confusing, so I wanted to clear up exactly what these different roles can do for you, and who is best to focus on which particular issues. Hint: your first stop probably isn't a tax attorney!
I'll explain:
What does each role cover?
Who handles financial analysis & tax consequences?
Who can help with tax planning?
Who do you go to first with tax and deduction questions?
Who actually prepares your returns?
Who helps with audits/IRS issues?
When is an attorney your number one option?
​Tax or District Courts
Confidentiality concerns
Having documents, arguments, or disclosure statements drawn
Legal analysis
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Strohmeyer Law is a law firm based in Houston, Texas, specializing in tax law, estate planning, and probate law.
Nothing in this video is specific legal advice for you. Watching or commenting on this video doesn't create an attorney-client relationship.
For more information, visit: www.strohmeyerlaw.com
Instagram: strohmeyerlawpllc

Пікірлер: 31

  • @AmericasFavEA
    @AmericasFavEA2 жыл бұрын

    As an Enrolled Agent, I'd just like to say this is a great video John. Thanks for breaking this down in a way that taxpayers can understand. It's always nice to see a great informative video when there's so much misinformation circulating the internet.

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    2 жыл бұрын

    Thank you! I'm glad you liked it!

  • @sathishkumar-gb1sq

    @sathishkumar-gb1sq

    Жыл бұрын

    Hi which is best enrolled agent or CPA ??

  • @AmericasFavEA

    @AmericasFavEA

    Жыл бұрын

    Sathish it truly depends on what service you need. Our areas of expertise can overlap but Enrolled Agents and CPAs work in two different areas of accounting. EAs specialize in tax. A CPA may not work in taxes at all.

  • @sathishkumar-gb1sq

    @sathishkumar-gb1sq

    Жыл бұрын

    @@AmericasFavEA ok understood 👍

  • @sathishkumar-gb1sq

    @sathishkumar-gb1sq

    Жыл бұрын

    @@AmericasFavEA can u tell me about USCMA is that best for future growth

  • @123096lms
    @123096lms Жыл бұрын

    Great video! Very helpful and informative. Thanks Strohmeyer Law!

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    5 ай бұрын

    You're welcome!

  • @gwiszitstaxtime7293
    @gwiszitstaxtime72932 жыл бұрын

    great video my man! keep up the good work

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    2 жыл бұрын

    Thank you! I really appreciate that.

  • @Pants3
    @Pants32 жыл бұрын

    Thank you. This was very resourceful for people.

  • @diptangshudey4637
    @diptangshudey463711 сағат бұрын

    Hello sir, I am from India & my CPA exam just got over, during the curriculum I enjoyed Regulation(Taxation) the most ,so I researched a lot to make my full time carrier on that. I would love to hear from you - appearing a good Law school in US through GRE/LSAT will be a good step to take or not. Please solicite a line in reply.

  • @kishatalkstaxes
    @kishatalkstaxes4 ай бұрын

    Great. Video! Just subscribed

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    4 ай бұрын

    Awesome, thank you!

  • @financeyourfreedom_info
    @financeyourfreedom_info Жыл бұрын

    Enrolled agents are licensed by the United StaTes Department of Treasury

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    5 ай бұрын

    Thanks! Good catch.

  • @keyrun6801
    @keyrun6801 Жыл бұрын

    Hi John.. Carrying 13 years of corporate experience in US personal property.. am now planning to do EA would you mind advice me how this course would boost up my carrier to sustain in the industry for more than 10 years from now

  • @tanmay8531
    @tanmay85312 жыл бұрын

    1.Hey John, I'll be completing my MBA-fin. by 2023. And I am very interested in EA(US Taxation) So will they both be a good combination ? (career wise - future opportunities, growth, paygrades) 2.And I don't have the knowledge of audit, will that effect my growth in future ? (after 15-20 years in the industry) please reply

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    2 жыл бұрын

    Getting the most skills and practical experience will be the best option for you. Having a particular degree or certification, by itself, is not going to guarantee success.

  • @satyasri2485
    @satyasri24852 жыл бұрын

    Sir, I completed my graduation in law, know I want to do llm taxation in usa, but I belong to non-commerce background, am I eligible to this program. Will I succeede in llm without accounting knowledge. Could you please resolve my query sir

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    2 жыл бұрын

    This is a question for the specific LL.M. program you apply for, but generally, they don't need a finance background to apply. I didn't have one. Good luck!

  • @amarnathka5023
    @amarnathka5023 Жыл бұрын

    Hi sir, i am from India. I am going to pursue Enrolled agent exam. is EA a good career in USA ?

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    Жыл бұрын

    It can be! There is lots of opportunity--good luck!

  • @solomonshabat4542
    @solomonshabat45429 ай бұрын

    Sir Which is best option for beginners can i go with the Enrolled Agent? And opportunities in Pakistan ? Thanks

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    8 ай бұрын

    It’s probably easier to become an Enrolled Agent first.

  • @solomonshabat4542

    @solomonshabat4542

    8 ай бұрын

    @@strohmeyerlawpllc sir Enrolled Agent help me start the career in the Taxation,asd can I remote work from Pakistan, Thanks

  • @junyah1976
    @junyah19762 жыл бұрын

    wts the annual salary of a tax attorney?

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    2 жыл бұрын

    It ranges from $30k/year up, and depends on market, skill set, and experience.

  • @kensmith2796

    @kensmith2796

    Жыл бұрын

    @@strohmeyerlawpllc I've heard "internet people" say tax attorneys make $200k/year and up? Is this not the case? I'm currently a tax accountant and interested in law school, but concerned about the cost and job prospects. I'm a CPA candidate, but been too busy working at a Big4 accounting firm to take the exams.

  • @strohmeyerlawpllc

    @strohmeyerlawpllc

    Жыл бұрын

    @@kensmith2796 It can be the case, but it's not guaranteed that you'll make that, and certainly not for the first few years.

  • @kensmith2796

    @kensmith2796

    Жыл бұрын

    @@strohmeyerlawpllc Okay, thank you for your response. I wish I had entered law school earlier, as now the ROI will be less and the opportunity costs greater.