Who Should You Ask for Tax Advice: Tax Attorney, CPA, or Enrolled Agent?

TLDRLearn who to consult for tax advice - a tax attorney, CPA, or enrolled agent. A tax attorney focuses on legal conclusions, while CPAs and enrolled agents specialize in tax preparation. Tax attorneys can assist with more complex legal issues. CPAs focus on auditing and accounting and can help with state-level tax issues. Enrolled agents are licensed by the IRS and handle federal tax matters.

Key insights

💼For tax advice, you can consult a tax attorney, CPA, or enrolled agent, depending on your needs.

🔍Tax attorneys focus on legal conclusions and can deal with federal tax issues.

📊CPAs are licensed by the state and can focus on auditing, accounting, and state-level tax matters.

💼Enrolled agents are licensed by the IRS and specialize in federal tax issues.

📋Tax planning can be done by tax attorneys, CPAs, or enrolled agents based on their professional focuses.

Q&A

Who should I consult for tax planning?

You can consult a tax attorney, CPA, or enrolled agent for tax planning, depending on your specific needs.

What is the primary focus of a tax attorney?

A tax attorney focuses on legal conclusions and deals with federal tax issues.

Can a CPA handle state-level tax matters?

Yes, CPAs are licensed by the state and can handle state-level tax issues.

What issues do enrolled agents specialize in?

Enrolled agents specialize in federal tax issues and are licensed by the IRS.

Can tax attorneys, CPAs, or enrolled agents help with tax planning?

Yes, tax attorneys, CPAs, and enrolled agents can all assist with tax planning based on their professional focuses.

Timestamped Summary

00:00Learn who you should consult for tax advice - a tax attorney, CPA, or enrolled agent.

02:18Tax attorneys focus on legal conclusions and can handle federal tax issues.

03:30CPAs are licensed by the state and can handle auditing, accounting, and state-level tax matters.

04:22Enrolled agents are licensed by the IRS and specialize in federal tax issues.

06:01Tax planning can be done by tax attorneys, CPAs, or enrolled agents based on their professional focuses.