Who Can Represent You Before
people use a tax professional to prepare their taxes.
Tax professionals with an IRS
Preparer Tax Identification Number (PTIN) can prepare a return
for a fee.
If you choose a tax pro, you should know who can represent you
before the IRS. There are new rules this year, so the IRS
wants you to know who can represent you and when they can
Representation rights, also known as practice rights, fall
into two categories:
Unlimited representation rights allow a credentialed tax
practitioner to represent you before the IRS on any tax
matter. This is true no matter who prepared your return.
Credentialed tax professionals who have unlimited
representation rights include:
Certified Public Accountants
Limited representation rights authorize the tax professional
to represent you if, and only if, they prepared and signed the
return. They can do this only before IRS revenue agents,
customer service representatives and similar IRS employees.
They cannot represent clients whose returns they did not
prepare. They cannot represent clients regarding appeals or
collection issues even if they did prepare the return in
question. For returns filed after Dec. 31, 2015, the only tax
return preparers with limited representation rights are Annual
Filing Season Program Participants.
The Annual Filing Season Program is a voluntary program.
Non-credentialed tax return preparers who aim for a higher
level of professionalism are encouraged to participate.
Other tax return preparers have limited representation rights,
but only for returns filed before Jan. 1, 2016. Keep these
changes in mind and choose wisely when you select a tax return
Please call the office if you would like more information
about tax planning strategies this year. Help is just a
phone call away at
SMEED CPA Adds Financial
Services To Help Clients With
Investments & Insurance
often we here at SMEED CPA are asked about financial issues
that impact our clients investments and their portfolios.
We always offered our opinion and suggestions but in order to
help our clients actually execute the changes we suggest,
SMEED has created a Financial Services division.
SMEED Financial Services, Inc. will be able to
work with both individual and business clients on their
investment portfolios and manage assets on their behalf.
SMEED Financial will include Michael Uadiale,
ACA, CPA, CGMA; and Pablo Blanco who has
recently joined SMEED and comes with over 18 years of
financial sales and advising experience with affluent
Watch your inbox and mail boxes for more specific information
on services SMEED Financial Services, Inc will make available
Would You Give Me Your
Feedback & Testimonial
on Our Hotline?
Hello it’s Michael Uadiale, CPA of
SMEED CPA Inc. We’ve just installed a toll-free
number that I would like for you to call and tell me how you
think we are doing as your CPA firm.
Just dial 800-609-9006
extension 3638 and follow the instructions. If we’ve
done a good job please let me know. And if we can
improve on anything, please mention that too.
Us Be Found on
Also as we expand our business,
we find more and more people are using
YELP and Google
to look for us by searching Brentwood accountant or
When they do this we want to
be FOUND on GOOGLE. One way you can help us
is to give us an
ONLINE REVIEW on our Google Maps/Places listing --->
or check us out at our YELP local listing
click here to go to our Google Listing for SMEED CPA and
click on the
YELP link to go there.
Scroll down to the Review area.
On either site it may say: Been here?
Rate and review
You will click on the Rate and
review link and then log in, then
give us a review!
You can choose between 1 and 5
STARS and write in what you think about the tax or accounting
work we have done for you.
It's that simple. Thank
you in advance for your help and cooperation!
As always you can call our offices if you have any
questions about these or any other accounting related issues, at
Regards, Michael Uadiale, CPA,
Managing Partner, SMEED CPA,