OUR MISSION:

Mark 12:17 "Give to Caesar what is Caesar's..."

No MORE, NO LESS!

ABOUT US

My name is Dan Paoletti. I am a lifetime resident of Binghamton, New York.  I have over 30 years of business management and accounting experience including 16 years as a tax professional.  I was licensed as an IRS Enrolled agent in 2009.  

My Wife, Alisa Paoletti, assists me with tax and accounting responsibilities. Our friends, Deb McGeehin and Emily Allen aid us as Administrative Assistants.

Using the latest tax saving strategies, we endeavor that our clients pay the least amount of tax possible.  It is our goal that your tax returns are prepared according to current tax regulations and would hold up in the eventof an audit.

We are located on the Southside of Binghamton, NY at 126 Park Ave.  Three blocks from General Hospital and next to the Knights of Columbus Building.

We offer our customers a safe and convenient way for online File Sharing !  We are able to share files with you via our Secure File Sharing Portal.

 

PRINCIPLE'S THAT DRIVE US

Proverbs 11:3  "The INTEGRITY of the upright guides them."

Proverbs 10:9  "The man of INTEGRITY walks securely, but he who takes the crooked path will be found out."

Proverbs 13:6  "Righteousness guards the man of INTEGRITY"

Psalms 41:12   "In my INTEGRITY You uphold me..."

What is an Enrolled Agent (EA)

What is an Enrolled Agent?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who is tested for technical expertise in the field of taxation and who is licensed by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

What does the term “Enrolled Agent” mean?

“Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS.  Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.  The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.

How can an Enrolled Agent help me?

Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.  Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.

Privilege and the Enrolled Agent

The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) a limited client privilege.  This privilege allows confidentiality between the taxpayer and the Enrolled Agent under certain conditions.  The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters.  It is not applicable to the preparation and filing of a tax return.  This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.


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