Tax Preparers, CPAs, and Tax Attorneys…Oh My!

As I helped my son to do his taxes last night I smiled thinking, how responsible a young man he has become, and how much I miss the days of the 1040EZ form.

Dependents, homes, investments and school loans are challenging enough to account for. Business ownership brings another whole level of complexity. It’s important to know who you can, and should, depend on.

The IRS defines the different options, as follows:

Tax Preparers (Enrolled Agents)

Licensed by the IRS. Enrolled agents are subject to a suitability check and must pass a three-part Special Enrollment Examination, which is a comprehensive exam that requires them to demonstrate proficiency in federal tax planning, individual and business tax return preparation, and representation. They must complete 72 hours of continuing education every 3 years.


Licensed by state boards of accountancy, the District of Columbia, and U.S. territories. Certified public accountants have passed the Uniform CPA Examination. They have completed a study in accounting at a college or university and also met experience and good character requirements established by their respective boards of accountancy. In addition, CPAs must comply with ethical requirements and complete specified levels of continuing education in order to maintain an active CPA license. CPAs may offer a range of services; some CPAs specialize in tax preparation and planning.

Tax Attorneys

Licensed by state courts, the District of Columbia or their designees, such as the state bar. Generally, they have earned a degree in law and passed a bar exam. Attorneys generally have on-going continuing education and professional character standards. Attorneys may offer a range of services; some attorneys specialize in tax preparation and planning.

Definitions courtesy of IRS.GOV: Understanding Tax Return Preparer Credentials and Qualifications 


Tax season is rapidly approaching! If you’re still collecting receipts in an old shoe box, it’s time to let our accounting crew organize them for you! Give us a call!

Business Coaches and Consultants

If it keeps you up at night, it’s worth having someone take an objective look at it. Sometimes, the biggest issues have the simplest answers. Finding yourself in unfamiliar territory can be frustrating. Before you give up and move to a deserted island, consider getting some professional help… I mean that in the nicest way.


Interested in working with a coach? You should know that coaching is a widely varied field. You can find everything from personal coaches who will help you identify your personal strengths and weaknesses…to business professionals who go over your business with a fine-toothed comb to help you identify your business strengths and weaknesses.


It is possible to find business consultants with a generalized business knowledge, but most often you will find individuals with specific expertise in areas such as: marketing, accounting, branding, and more.

Admin and Beyond can assist with organizing aspects of your business, improving workflow, and automating some of your most tedious processes.

Upon occasion, we work hand-in-hand with a client’s coach, or business consultant, to support ongoing processes, as well as, implement new processes.

Need a referral? We can help.

It’s Our 10-Year Anniversary!

Starting a new business is always exciting, and the journey has been incredible. I have to admit, there were definitely times when it was more guts than glory. It took courage to persist through some pretty rough economic conditions, life changes, and moments of over-whelming growth. Yes, we faced them all; sometimes with grace, sometimes with knee-jerk reactions. We learned as many valuable lessons about ourselves as we did about running a business.

Follow us this year to learn our story.

Portion Control – The Business Diet Plan

You’re ready to take on all that 2016 has to offer. You’ve made a list of goals, engaged the help of those who can provide guidance and support along the way. You’re confident in your direction. The worst is behind you…right?

Real, or perceived, you will encounter an occasional obstacle on the road to success. The biggest road blocks we face are those mountains that stand in our way; often of our own making. If achieving all you envision for yourself, and your business, seems like it will take a Herculean effort, a few minor adjustments may do the trick..

Break your goals down into bite-sized chunks. Develop a plan to make it happen. Make it measurable and memorable, by that I mean, keep track of everything. It is easy to forget, or gloss over, all the little things that are achieved. We often make the tasks so large we can’t achieve them because, somehow, we feel if we don’t make the goal large the win isn’t as big and meaningful. Make them small and make rewarding yourself a priority. You’ve heard it all before. Easier said than done.

Consider this analogy: You’re really looking forward to dinner you have planned. You’ve put a lot of thought into the menu, selected only the finest ingredients, prepared each item with care…then, instead of enjoying each tender bite, you stuff every morsel into your mouth and attempt to chew. Not only do you not enjoy the meal, the indigestion that awaits you is going to be epic.

The proverbial, “biting off more that you can chew,” it’s human nature. But nowhere in our daily activities is it more prevalent than in the pressure we put on ourselves to perform, especially for small business owners.

It’s really okay and, actually, more productive to cut your objectives up into smaller pieces that are easier to digest. It’s not necessary to finish everything on your plate. Put left-overs away to chew on later…or serve them up in a to-go container for someone else to take. Seeking feedback and support from someone who is not emotionally attached can be one of your most valuable strategies.

Top priority for 2016…avoid goal bloat with portion control!

Not sure where to begin? Download our handy Priority Sorting Worksheet.

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Not Another Fruitcake!

The holidays are over… but the gratitude goes on! If you’re looking for creative, yet practical, ways to thank customers for their business… or networking buddies for their generous referrals, consider giving the gift of Amazon Prime!

If you shop Amazon, you already know the benefits:

  • Shop at home in your PJs, any time, day or night.
  • Items shipped right to your door
  • New and used purchasing options
  • Customer feedback (priceless these days)

Amazon Prime adds:

We reaped the rewards a few months ago when we upgraded our technology. Computers, a printer, and a scanner, as well as, all the little odds and ends we needed. We did it all using our Amazon Prime account. Everything arrived at the front door, as expected, and we never paid a penny for shipping!

If you haven’t tried it yet, it’s a budget- and schedule-friendly business decision…and you can try it free for 30 days!