Our Values

Professional

We offer professional service, committed to providing accurate tax returns while maximizing tax deductions, utilizing tax incentives, and reducing your tax liability within the limits of the law.

Personal Service

Building relationships with our clients is important in how we do business. Through conversations we are able to recognize your needs and hear your goals. This provides us the ability to personalize the service we provide.

Who We Are

Photo of Anna M. Handegard

Anna M. Handegard

Enrolled Agent #70005
Oregon Licensed Tax Consultant #71733C

Anna is, “No ordinary bean counter”. She enjoys working with people and taking on new challenges. Anna earned her Enrolled Agent designation in June 2000 and obtained her Bachelor’s Degree in Accounting from Portland State University. Anna has over 20 years’ experience in tax preparation, tax representation, business consulting, accounting and payroll services. She worked for Mid-size Portland Public Accounting firms and local community firms as well as managed her own tax practice providing personal services to individuals and small businesses. Anna understands the struggles and obstacles that must be overcome in order to succeed. Her passion and enthusiasm are demonstrated through her work.

Outside of the office, Anna values her time with family and nature. Hiking up in the mountains or floating down the river, Anna finds time to “unplug”, reflect, and create treasured memories with family and friends.

What is an Enrolled Agent?

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, collections, and appeals.

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How can an Enrolled Agent help me?

Enrolled Agents 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 audited by the IRS.

What are the differences between Enrolled Agents and other tax professionals?

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 specialize in taxation. 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).

Are Enrolled Agents bound by any ethical standards?

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. NAEA members are also bound by a Code of Ethics and Rules of Professional Conduct of the Association.

NAEA