We are tax specialists. Consulting and advising clients in individual income tax preparation and planning, estate, trust, gift, retirement, college funding and investment planning for over 40 years. Our staff is experienced and responds quickly to client needs.

ADDRESS:

804 FAIR OAKS AVENUE
SOUTH PASADENA, CA 91030


OFFICE: (626) 460-6551
(408) 551-2130

FAX: (626) 460-6552

EMAIL: RosemaryAH@aol.com
JAlcorn56@hotmail.com
GOHalloranEA@gmail.com


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Our Services

Tax preparation

Representation

Financial Planning

Our Preparers

Rosemary Hernandez

Rosemary has been a member of the National Association of Enrolled Agents, the California Society of EAs and the local Mission Society of EAs since 1982 and has served on all three Board of Directors and is a Past President of the Mission Society. Rosemary was honored to receive a Lifetime Achievement Award for her extensive work with Enrolled Agents throughout the United States.

Since 2005, Rosemary Hernandez has been a Registered Investment Advisor, SEC registered by California State under Family Wealth Consultants, Inc. d/b/a Family Wealth Consulting Group. As an active associate of the Planning Team at FWCI, located in San Jose, she utilizes the talents of a wide variety of financial advisory services. The FWCI Planning Team offers extensive solutions to all facets of Investment, Retirement, Insurance, Estate and Tax problem solving. FWCI is a fee-only advisory and investment management company, putting together a unique solution for each client. Please see www.fwcg.net for further information.

Credentials:

Enrolled Agent since 1977

Certified Financial Planner since 2004

California licensee for life and health insurance #OC50477

University of San Francisco, Bachelors of Science, Accounting Specialist, Class of 1969

Ramona Convent Secondary School, Alhambra, CA

Holy Family Grammar School, South Pasadena, CA





Jeanne Alcorn's photo

Rosemary's sister and mother of three, Jeanne is a self-professed stage theatre aficionado, with a special preference for musicals. Jeanne is an NAEA and CSEA, San Gabriel Valley Chapter member, and a SGVEA board member since 1994.

Jeanne's formula for success starts first with a strong code of ethics coupled with over 30 years of experience, and an arsenal of satisfied and loyal clients. Additionally, she is a former VITA Instructor (Volunteer Income Tax Assistant). This program provides assistance to seniors and low-income individuals. Jeanne believes that a strong client-preparer relationship translates well into future transactions with the treasury.

Credentials:

Enrolled Agent since 1995

CPA exam passed 1995

Calvin College, Bachelor of Science Accountancy - Dean's List, Class of 1991

Ramona Convent Secondary School, Alhambra, CA

Holy Family Grammar School, South Pasadena, CA





Grant O'Halleron's photo

Rosemary's son, and Jeanne's nephew and Godson, Grant is the newest member of our staff. He loves spending time with his wife, his son, his dogs, and working on his home. Grant specializes in individual returns and representation, and is also vigorously learning to prepare Estate, Trust and Corporate returns.


Credentials:

Enrolled Agent since 2016

CTEC Preparer since 2014

Whittier College, Bachelor of Arts in English Lit Business Law, Class of 2003

Bellarmine College Preparatory, Class of 1999




What Is An Enrolled Agent?

Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

What does the term "enrolled agent" mean?

"Enrolled" means to be licensed to practice by the federal government, and ÒAgentÓ means authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS. The enrolled agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.

How does one become an enrolled agent?

The license is earned in one of two ways, by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.

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 at all administrative levels within the IRS.

Client Privilege and the enrolled agent

The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by the Department of Treasury's Circular 230 regulations) a limited client privilege. This privilege allows confidentiality between the taxpayer and the enrolled agent under certain conditions. The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.

Are enrolled agents required to take continuing education?

In addition to the stringent testing and application process, the IRS requires enrolled agents to complete 72 hours of continuing education, reported every three years, to maintain their enrolled agent status. NAEA members are obligated to complete 30 hours per year (for a total of 90 hours per three year period). Because of the expertise necessary to become an enrolled agent and the requirements to maintain the license, there are only about 46,000 practicing enrolled agents.

What are the differences between enrolled agents and other tax professionals?

Only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before IRS. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation. Registered tax return preparers have passed a minimal competence test on tax forms for individuals, and have only limited representation rights.

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

Why should I choose an enrolled agent who is a member of the National Association of Enrolled Agents (NAEA)?

The principal concern of the National Association of Enrolled Agents and its members is honest, intelligent and ethical representation of the financial position of taxpayers before the governmental agencies. Members of NAEA must fulfill continuing professional education requirements that exceed the IRS' required minimum. In addition, NAEA members adhere to a stringent Code of Ethics and Rules of Professional Conduct of the Association, as well as the Treasury Department's Circular 230 regulations. NAEA members belong to a strong network of experienced, well-trained tax professionals who effectively represent their clients and work to make the tax code fair and reasonably enforced.

Enrolled Agents are America's Tax Experts!