Ron Perez, EA
Principal Partner
Ron is an Enrolled Agent (#37799) and has been preparing tax returns since 1984, after previously working as a Senior Auditor for the IRS. He holds a BA from CSU Dominguez Hills.
Email: [email protected]
Rick Merrill, EA
Associate
Rick is an Enrolled Agent (#95589) and has been preparing tax returns since 2002. He holds a BA from UC Berkeley.
Email: [email protected]
Kevin Connors, EA, CFP®
Associate
Kevin is an Enrolled Agent (#102146) and Certified Financial Planner™ (#245150), and has been preparing tax returns since 2005. He holds a BA from UC Berkeley.
Paul Perez, EA
Associate
Paul is an Enrolled Agent (#119330) and has been preparing tax returns since 2012. He holds a BA from CSU San Marcos.
Email: [email protected]
Andrea Perez
Office Manager
Andrea handles office management, communications, and scheduling. She holds a BA from UCLA.
Email: [email protected]
What is an Enrolled Agent (EA)?
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.