Celebrating Jordan Sandfer’s Achievement: Earning the Enrolled Agent Certification

We are thrilled to share some exciting news from within our team at Financial Advisors Network (FAN). Jordan Sandfer, our Financial and Tax Planner, has recently achieved a significant milestone by earning his Enrolled Agent (EA) certification. This accomplishment not only reflects Jordan’s dedication to his profession but also underscores his commitment to providing top-notch service to our valued clients.

What exactly does it mean to become an Enrolled Agent?

An enrolled Agent is a tax professional who has earned the privilege of representing taxpayers before the Internal Revenue Service (IRS). This credential is awarded by the IRS, signifying a high level of expertise and proficiency in tax matters. Enrolled Agent status is considered the highest credential bestowed by the IRS, highlighting the individual’s comprehensive understanding of tax laws and regulations.

To become an Enrolled Agent, one must demonstrate their proficiency by passing a rigorous three-part comprehensive IRS test covering individual and business tax returns or through significant experience as a former IRS employee. Additionally, individuals must adhere to ethical standards and complete 72 hours of continuing education courses every three years to maintain their Enrolled Agent status.

What sets Enrolled Agents apart is their unlimited practice rights, similar to attorneys and certified public accountants (CPAs). This means they have the authority to represent taxpayers before the IRS on a wide range of tax matters, without restrictions on the types of clients they can assist or the IRS offices they can represent clients before.

Jordan’s achievement is a testament to his dedication, expertise, and commitment to excellence. We are incredibly proud of his accomplishment and confident that his Enrolled Agent certification will further enhance the exceptional service he provides to our clients.

For more information about Jordan, visit his bio.

Please join us in congratulating Jordan on this well-deserved milestone! His achievement not only elevates our team but also reinforces our commitment to delivering thorough financial and tax planning services to our clients.