News & Media
Press Release: For Immediate Release
Contact: Bill Bourbonnais
Office Phone: (919) 803-6468 ext. 701
Laura Bourbonnais of Bourbonnais Tax Associates LLC Earns Enrolled Agent Status
Raleigh, North Carolina, November 15, 2022 – Bourbonnais Tax Associates LLC is happy to announce that Laura A. Bourbonnais, principal and co-founder of the firm, has been awarded Enrolled Agent Status by the U.S. Department of the Treasury. Enrolled Agents (EA) are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service.
An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled Agent status is the highest credential the IRS awards.
Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Because of these requirements, there are only about 46,000 practicing Enrolled Agents in the United States.
Only EAs are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given representation rights before the 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.
Mrs. Bourbonnais, who also holds her Series 65 Financial and North Carolina Life and Health Insurance licenses, specializes her practice in tax preparation and tax planning, as well as financial and insurance advisory services for her clients through her firm’s partnership with Financial Gravity Family Office Services. She co-founded Bourbonnais Tax Associates with her husband, Bill Bourbonnais, also an Enrolled Agent, in 2009.
“In addition to being an incredible personal accomplishment, Laura’s achievement of receiving her Enrolled Agent license is another step in our firm’s planned progression to provide fully comprehensive Family Office services to our clients, allowing them to realize the benefit of integrated tax, wealth, and insurance planning that all work together in harmony,” said Bill Bourbonnais, co-founder and Family Office Director. “Laura’s new status as an Enrolled Agent means our clients will benefit from having another arrow in their quiver of Family Office services.”
Bourbonnais Tax Associates LLC has been serving clients throughout the United States for more than 13 years. The firm offers a wide variety of services that include advanced tax planning, business advisory and accounting services, wealth planning, and Family Office services. More information about the firm, its partners and services is at its website at https://bourbonnaistax.com.
To the Media:
If you need background, commentary, trends or story ideas about tax resolution or accounting issues, please contact Bill Bourbonnais at firstname.lastname@example.org or (919) 803-6468, extension 701.