Welcome

Schmidt and Associates was established in 1981. We are a tax consulting firm, conveniently located in Tustin, California. We specialize in the preparation of Estate and Gift Tax Returns, Trust and Estate Accounting, Fiduciary Income Tax Returns for Estates and Trusts, and Individual Income Tax Returns. Principals and associates of the firm are Enrolled Agents, whom can represent taxpayers before the Internal Revenue Service.

Enrolled Agents

 

What is an enrolled agent?

"Enrolled" simply means an EA is licensed by the Federal Government. "Agent" means an EA is authorized to appear in place of, or represent, the taxpayer before the Internal Revenue Service. Enrollment dates back to 1884, when Congress acted to regulate persons who represented citizens in their dealings with the Treasury Department.

What Exactly to Enrolled Agents do?

Unlike other financial professionals, Enrolled Agents specialize in taxation. Throughout the year, they advise, represent and prepare tax returns for trusts, individuals, estates, partnerships, corporations, and any entities with tax-reporting requirements.