An EA (Enrolled Agent) is a tax expert certified by the IRS, specializing in tax preparation, planning, and representation. A CPA (Certified Public Accountant) is licensed by state boards and can offer a broader range of financial services, including accounting, auditing, and tax services. While both can handle taxes, CPAs often focus on accounting and financial strategy, while EAs are tax specialists.

Common documents include:

• W-2 forms (for employees)

• 1099 forms (for contractors or other income sources)

• Receipts for deductible expenses

• Investment statements

• Previous year’s tax return

• Bookkeeping

• Payroll

• Financial Advice & Management

• Tax Planning & Preparation

• Back Taxes

• and more!

You will receive a secure folder for uploads through our ShareFile portal. Please visit the “Client Portal” page on our website or refer back to the original email that granted you access to log in.

Yes! We offer free consultations for new clients to explore our service offerings. For tax planning meetings and other consultations, a fee will be charged up front. You can book these meetings on our Contact page.

Of course! We can send a digital copy of your return after receiving payment/signature. To request a hard copy of your return, please contact office@dbargerassociates.com (fees will apply).