About Us
Privity CPA Partners is proud to serve the accounting, bookkeeping, and tax needs of a wide variety of small businesses. As a local Thousand Oaks, CA CPA firm and business advisor with offices in Los Angeles and Thousand Oaks, we'll provide the candid financial advice to help your business grow and prosper. We’re committed to helping each client save money, increase profits, and build a successful business. We take the time to learn about your business then forge a plan to assist you with all of your accounting and bookkeeping needs, saving you valuable time and resources.
Privity CPA Partners also works with individuals to prepare income tax returns, design tax planning strategies and provide help with IRS tax problems.
Experience the personal attention and quality support Privity CPA Partners has come to be known for in the greater Thousand Oaks area. Contact us today at 805-379-4869 to set up an appointment for a consultation.
Stephanie Anderson, EA
Watch a video about Stephanie here
Stephanie started her career in the early nineties as a professional bookkeeper and tax preparer. Over the next decade, she completed a degree in Accounting and earned the status of Enrolled Agent in December 2015. As an EA she became eligible to offer tax resolution services for both individuals and businesses with tax debt. She has found it very fulfilling to help people resolve their tax problems and move forward with a fresh financial start.
Stephanie founded Tax Prose Inc. in early 2014 and has built the firm by incorporating her decades of experience managing the full financial cycle for small businesses. She sincerely enjoys working with Entrepreneurs as she finds them positive, passionate, and hardworking.
Stephanie has earned the Certified Tax Planner designation and has focused on bringing strategic tax planning to her clients.
Key Points:
- Enrolled Agent ( see below for explanation)
- Bachelor's degree in Accounting
- Certified Tax Planner
- CEO and Founder of Tax Prose, 2014
- Winner of the AICTP Member of the Year of Award in Tax Planning
"I may be working with financial transactions, but really I am in the business of helping others."
-Stephanie Anderson
What is an Enrolled Agent?
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.
An Enrolled Agent (EA) is a tax professional who has earned the privilege of representing taxpayers before the Internal Revenue Service (IRS) in the United States. Enrolled Agents are licensed by the IRS, which allows them to provide tax-related services, including tax planning, preparation of tax returns, and representing taxpayers during IRS audits, collections, and appeals.
To become an Enrolled Agent, individuals must pass a comprehensive three-part examination administered by the IRS. The examination covers various aspects of federal tax laws, including individuals, businesses, and representation before the IRS. In addition to passing the examination, candidates must meet certain ethical and background requirements.
Enrolled Agents have a deep understanding of the U.S. tax code and regulations, enabling them to provide expert advice and guidance on tax matters. They can assist individuals, businesses, estates, and trusts with tax planning strategies to minimize tax liabilities and ensure compliance with tax laws.
Enrolled Agents are authorized to represent taxpayers at all levels of the IRS, including audits, appeals, and collections. They can communicate and negotiate with the IRS on behalf of their clients, helping to resolve tax issues and navigate complex tax situations.
Unlike certified public accountants (CPAs) or tax attorneys, Enrolled Agents specialize exclusively in taxation and are recognized as tax experts. They often work in accounting firms, tax preparation businesses, or operate their own tax practices.
