We at Main Street Financial are happy to announce that Leo has just become an Enrolled Agent and is joining our tax preparation team.
An Enrolled Agent (EA) is a professional designation granted by the IRS to individuals who complete an intensive course of study and pass a series of examinations. Upon qualifying, Enrolled Agents, like attorneys and CPAs, are permitted to represent taxpayers in dealing with the IRS.
By adding the EA designation to his CFP credentials, Leo enters the ranks of a select group of advisors who are eminently qualified to advise clients in multiple areas.
Congratulations Leo !!