Accounting, tax advice & preparation
Click on the type of accounting or tax practitioner from the table below to learn about the general description for the nature of the service. Click the type of professional from the list on the right to find your local provider.
| Accounting services | Tax advisory services |
| Bookkeeping services | Tax attorney |
| Enrolled agent | Tax preparation services |
| Books and publications of interest | Blogs, newsletters and feeds of interest |
| Professional acronyms | Professional associations |
| Interesting and helpful information |
It is usually helpful to obtain professional advice to plan properly for the legal methods available to minimize tax burdens.
Accounting services - a person or company specializing in the implementation, maintenance and review of financial records and record-keeping. They may have a designation of "CPA" as part of their professional credentials.
Bookkeeping services can be very helpful to take care of bill-paying and financial record-keeping.
Enrolled agent - a tax professional who has qualified to represent a taxpayer in dealings with the Internal Revenue Service. An enrolled agent also prepares tax returns and provides tax planning services. They are entitled to use the designation of "EA" as part of their professional credentials.
Tax advisory services - a person specializing in tax planning services, including strategies to minimize income subject to taxation, distribution of wealth, etc. They may have a designation of "ATA" or "CPA" as part of their professional credentials.
Tax attorney - a lawyer specializing in tax matters, including income tax audits, preparation of tax returns, especially complex tax returns or tax matter resolution. More information about the role of a tax attorney
Tax preparation services - a person or company specializing in the preparation of income tax and other tax reporting returns. They may have a designation of "ATP", "CPA", "EA" or "CTS" as part of their professional credentials.
The complexities of the tax system, and the ever-changing rules, ofter will require the assistance of a professional tax preparer to be sure all tax filings are correct.

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