Why choose Mountain State Financial Services?

Meet Joe

Joseph Brennskag, EA has been operating Mountain State Financial Services since 1987. Prior to starting Mountain State Financial Services, he worked eight years for the federal government in various capacities with the Department of Defense, Social Security Administration and the Internal Revenue Service.

Joe personally prepares, reviews for accuracy, and signs every return. Joe is committed making sure that you receive every credit and legal deduction that you are eligible for.

What is an Enrolled Agent?

In 2009, Joe was awarded status as an Enrolled Agent from the IRS. An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, colections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.

The license is earned in one of two ways, by passing a series of comprehensive examinations which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.

Enrolled Agents are tax law specialists who advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents' expertise in the continually changing field of taxation enables them to effectively represent taxpayers before the IRS and the courts.

In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years, to maintain their Enrolled Agent status. Because of the knowledge necessary to become an Enrolled Agent and the requirements to maintain the license, there are only about 46,000 practicing Enrolled Agents.

Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents are tax law specialists. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states). Enrolled Agents are required to abide by the provisions of the Department of Treasury's Circular 230, which provides the regulations governing the practice of Enrolled Agents before the IRS.

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Joe Brennskag, EA