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F.A.Q.
Frequently Asked Questions
What is the difference between an EA and a CPA?
An Enrolled Agent (EA) is a professional, authorized by the IRS, to those deserving of the highest credential available to practice before the IRS. An EA specializes in taxation and has the expertise to handle even the most complicated matters. They can operate in all states. They represent their clients before the IRS for audits, collections, discrepancies, appeals, and other matters. Meanwhile, a CPA is a certified public accountant that maintains a license in one or more states. CPAs can serve in multiple roles, including accountant, auditor, tax specialist, CFO, and more.
What should I expect in my first meeting with Peggy?
When we first meet, I will ask general questions about your situation. What is your current concern? Who would be your idea person to work with to meet your goals and dreams? Our first call’s goal is to find out if we are a good match, along with if I offer the services you are looking for.
How long should I expect to need Peggy's services?
Meer’s Accounting strives to resolve all matters brought to us. However, we find that long-term financial success is the result of a collaboration between your tax professional and you/your business. During your first call with Peggy, ask how we can help you long-term too. Long-term approaches often save time and money further down the road.
What documents and information should I have ready?
Please have all financial information related to your situation available. Prior tax returns and supporting documentation is often helpful. Having a clear goal in mind is also helpful.