Morris Armstrong has been doing taxes professionally since 2000. He began his tax career at H&R Block but after one season, decided that while doing taxes was enjoyable, the pressure to cross sell other products and services detracted from the experience.
In 2007, he earned his Enrolled Agent’s license. An enrolled agent is a federally licensed tax practitioner who has technical expertise in the field of taxation and is licensed by the U.S. Department of the Treasury to represent taxpayers for audits, collections, and appeals before all administrative levels of the Internal Revenue Service. In 2015, the PATH Act required all states and jurisdictions of the United States to recognize that license. Indeed, he enjoys a nationwide privilege.
In order to become an Enrolled Agent, he had to pass a two-day exam, which tested proficiency on personal, business and trust returns, and the ethical practices of the profession. He also had to undergo a background check performed by the government. He has to take at least 24 hours of continuing education each year in order to maintain the license. He is also a member of the National Association of Enrolled Agents, and they require even more education yearly.
Enrolled agents are the only tax practitioners required by federal law to maintain their expertise through continuing professional education, focused on tax.
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