Note sull'episodio
Welcome to the 9Innings Podcast where we Educate, Empower and Engage.
In this episode of Facts of Our Feelings, tKevin breaks down key differences between tax professionals-CPAs, Enrolled Agents (EAs), and PTIN holders.
We clarify that not all CPAs specialize in taxes, while EAs are federally authorized specifically for taxation and IRS representation. PTIN holders can prepare returns but lack equivalent credentials or representation rights.
The episode also distinguishes tax preparation (backward-looking) from tax planning (forward-looking), emphasizing that many preparers don't offer proactive planning. Listeners are encouraged to ask the right questions when hiring a tax professional based on their individual financial complexity.
Understanding the CPA (Certified Public Accountant)- (00:01:39)
The Enrolled Agent (EA) Designation- (00:04:37)
Representation Rights of CPAs and EAs- (00:06:09)
The PTIN (Preparer Tax Identification Number) Holder (00:07:41)
Tax Planning vs. Tax Preparation (00:09:05) Who Should You Hire? (00:10:17)
Key Questions to Ask Your Tax Professional (00:11:33)
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