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David Neugart, PFA, SFR, EA

I’m a federally licensed, IRS Enrolled Agent to represent Businesses & Individuals in Tax preparation & Audit representation, with extensive experience handling California Real Estate Brokers, California Insurance Property & Casualty, Life & Health agents, & Federal Mortgage Originators, Homeowners and those seeking financial & tax guidance in divorce proceedings. I keep abreast of the turbulent economic environment we are currently faced with through annual continuing education. I utilize the most relevant financial strategies to take advantage of these markets. With over 25 years experience, I have a vast financial & tax knowledge base. I welcome the opportunity to to assist you, your business & your family with your financial affairs.

Why use an IRS Enrolled Agent

An enrolled agent is a tax practitioner licensed at the federal level by the Internal Revenue Service.  This license is obtained by passing a three-part comprehensive IRS test covering all areas of taxation.  Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.  Enrolled agents have unlimited practice rights, meaning they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

The EA test is on tax law, which distinguishes it significantly from the CPA (certified public accountant) exam which is almost exclusively on accounting and auditing rules and procedures, specifically designed to facilitate the interpretation of financial statements. This financial statement interpretation generally has no relevance to tax law except as to how tax obligations are presented in the financial statement, not how the taxes are calculated.  

An EA can prepare your business taxes and represent you before the IRS if you are audited; you can also use an EA for accounting tasks … there are no questions on tax law on the CPA exam, only questions on the accounting treatment of tax obligations. And, since there are no small privately held businesses that are required to file their financial statements with the SEC, this all the more reason to consider a professional who has been tested on the business owner’s main concern, taxes.*