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What is an Enrolled Agent?

Enrolled agents (EAs) are America’s Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

GLOBAL TEAM. WORLD CLASS RESULTS.

JAMES MITCHELL

SENIOR PARTNER

James was born and raised in West Bountiful, Utah. He earned an associate degree at Weber State University and then completed his course work in accounting at the University of Utah. In 1996 he moved to St George and after a few years of managerial experience, became licensed as an Enrolled Agent.  He founded The Tax Company in 1998 and specializes in IRS representation and tax problem resolution. It is said that he is so good at tax planning that he once warned a psychic about an IRS audit.  His greatest accomplishment is being the father of four children and recently discovered that he can grow a sweet goatee.  He has experience in several industries, including, agriculture, trucking and most recently was the owner of an ice rink.  When not at work, he enjoys distance running and doing triathlon.  If you have tax questions, James’ preferred method of contact is e-mail but you can also make an appointment with James by calling our office.

SCOTT FINCH

PARTNER

Scott was born in Arizona and raised in Utah. He moved to St. George in 1997 and loves the area.  Graduating in Finance from BYU in 2008, Scott became licensed as an Enrolled Agent in 2010 and specializes in trusts as well as individual and business taxation.  He is also a certified Quickbooks Pro Advisor.  Scott is an avid sports fan who especially enjoys playing basketball.  In fact his life is so exciting that he actually lives vicariously through himself.  He is also rather fond of his wife Josie and their two wonderful children.

JOSH WOODBURY

PARTNER

Josh is a native to Southern Utah.  He earned an associate degree at Dixie State University before moving to Logan Utah, where he received a degree in Finance and a degree in Economics from Utah State University.  He worked his way through school as a banker at Wells Fargo, until he left to join The Tax Company in 2008.  Josh enjoys the management side of the business, as well as preparing tax returns during tax season.  In addition to being devilishly handsome, he also speaks Spanish and Portuguese and loves to travel.  He currently lives in Washington City with his wife Jennica and their three daughters.  When not at work, Josh spends most of his free time with his family.  However, he also enjoys playing basketball, exercising, and the outdoors.

TRAVIS WOODBURY

Travis is from Dixie. He was born and raised in Washington, Utah; went to school in St. George at Dixie State; and now lives in Hurricane City. He’s been working at The Tax Company since 2012.  The proud parent of zero, Travis enjoys the outdoors, sports and any other activity that tickles his fancy. Being an accountant gives him flexibility at working during the summer months-which he quite enjoys.

NICK WILSON

Nick is from Santa Clara, Utah and feels blessed to live and work here in Southern Utah. Nick is a college graduate of Dixie State University where he earned his B.A. in accounting. Nick is the father of two and husband of one.  He and his wife were recently blessed with their second baby boy. Nick is an outdoor enthusiast who loves spending time with family and friends enjoying southern Utah’s majestic landscape.  Nick is a highly qualified tax preparer with extensive knowledge of accounting principles, taxation policies and income tax procedures.  He always seeks out the optimal tax options for each client and is so good that he can win connect four in just three moves.  If you have an accounting or tax question or would like to get a hold of Nick you can contact him at nick@taxcompamy.com or call 674-9754.

GLEN JUSTICE

Glenn has been an Enrolled Agent since 1999.  He joined The Tax Company after 20 years in private practice where he specialized in personalized, friendly service.  As a Southern California native, he enjoys sports and travel and is so confident that as a young man, he gave his own father “the talk”.  Glen is the only man to ever ace a Rorschach test and loves sharing his knowledge to help people make better financial decisions.  He has lived in St. George since 1993 and enjoys spending time with his wife.

ARIEL JOHNSON

Ariel has lived in Utah most of her life, with the exception of a brief stint in Texas.  She currently resides in Mesquite, Nevada with her husband Chris.  She is the lovely voice that will greet you when you first enter our office.  In fact it has been said that her personality is so magnetic, she is unable to carry credit cards.   She is the second oldest of 12 children so she can handle whining and complaints like walk in the park.  Is she organized?  Check.  Is she prompt?  Double Check.  Is she good at Customer Service?  MOTHERFLIPPING CHECK ALL OVER THAT!

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 have unlimited rights to 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 does one become an enrolled agent?

The license is earned in one of two ways, by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.

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 at all administrative levels within 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.

Are enrolled agents required to take continuing education?

In addition to the stringent testing and application process, the IRS requires enrolled agents to complete 72 hours of continuing education, reported every three years, to maintain their enrolled agent status. NAEA members are held to a higher standard, they are obligated to complete 30 hours per year (for a total of 90 hours per three year period). Because of the expertise necessary to become an enrolled agent and the requirements to maintain the license, there are only about 46,000 practicing enrolled agents.

What are the differences between enrolled agents and other tax professionals?

Only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before IRS. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.

Are enrolled agents bound by any ethical standards?

Enrolled agents are required to abide by the provisions of the Department of Treasury’s Circular 230, which provides the regulations governing the practice of enrolled agents before the IRS. NAEA members are also bound by a Code of Ethics and Rules of Professional Conduct of the Association.

Why should I choose an enrolled agent who is a member of the National Association of Enrolled Agents (NAEA)?

The principal concern of the National Association of Enrolled Agents and its members is honest, intelligent and ethical representation of the financial position of taxpayers before the governmental agencies. Members of NAEA must fulfill continuing professional education requirements that exceed the IRS’ required minimum. In addition, NAEA members adhere to a stringent Code of Ethics and Rules of Professional Conduct of the Association, as well as the Treasury Department’s Circular 230 regulations. NAEA members belong to a strong network of experienced, well-trained tax professionals who effectively represent their clients and work to make the tax code fair and reasonably enforced.

More Info on Enrolled Agents

“We have worked with The Tax Company for the past 15 years. As we have grown and evolved, what I have valued most about our relationship is that The Tax Company know us and our business.”
NIGEL RAWLINSON • SENIOR PARTNER