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Joshua A. Webskowski

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National Tax Relief Firm vs. Local Enrolled Agent | MN Tax Help

Are you dealing with IRS or state tax debt? You may feel overwhelmed, and it’s tempting to trust the first big name you see on TV or online. But these national firms may not be the best option for you– especially when you need personalized service from experts who understand local and state tax laws.

Working with a licensed, local Enrolled Agent is your best bet to ensure high-quality service, transparency, and exceptional results. BestTaxPro™ provides exactly that, alongside decades of tax experience and US Tax Court Practitioner (USTCP) authority. Find out why working with a local EA is a must to get your tax issue resolved.

Key Takeaways:

National tax relief firms will try to sell you services using misleading language and making false promises.

  • You’ll talk to sales reps at these big companies instead of actual tax experts.
  • Instead of going with a nationwide firm, work with a professional who is compliant with IRS Circular 230, which includes Enrolled Agents, accountants, and tax attorneys.
  • Local tax help means you’ll get knowledge and guidance on the Minnesota Department of Revenue processes, in addition to the IRS.
  • BestTaxPro™ offers Enrolled Agents who are federally licensed and will tailor their services to your unique needs and situation.

Why Be Skeptical of National Tax Relief Firms?

The national tax relief firms you see in ads everywhere aren’t necessarily bad or trying to scam you, though some of them may be. The big firms just don’t have the level of service you need to ensure you’ll find the best option for your unique tax situation and financial circumstances.

The biggest problem with these companies is the lack of actual tax professionals. Usually, when you contact the firm, you’re routed to commissioned sales reps. These are salespeople, not tax people. They will then use high-pressure tactics to get you to agree to services. It’s especially alarming when this happens before they even review your case.

The truth is, a tax professional can’t really tell you about your options until they understand your situation. These large firms will often make misleading claims about what they can do for you, including guaranteeing certain outcomes for you or promising to eliminate your tax debt. These claims give taxpayers a sense of urgency so they’ll give the firm their business.

Other issues with big national firms include:

  • Lack of attention to your case after you make your initial payment.
  • Getting passed to underqualified staff members or even third-party contractors.
  • Not compliant with IRS Circular 230, which includes mandatory rules of conduct for tax professionals, including ethical standards.

Unfortunately, to these big companies, you’re just another number or another sale. They don’t typically provide the tailored tax services you need to get to the truth behind your situation or to find the most advantageous way forward.

What Is IRS Circular 230

So, what is IRS Circular 230, and why does it matter? This document outlines everything tax practitioners need to know when representing taxpayers and working with the IRS. It includes rules of conduct for tax experts, including EAs, accountants, and attorneys.

Per the IRS, Circular 230 “establishes standards of competency, diligence, and other ethical behavior.” Here’s a breakdown of what’s included:

  • Eligibility and application requirements to become an Enrolled Agent
  • Duties of EAs and restrictions on practicing
  • Disciplinary actions if tax professionals are noncompliant
  • Guidelines for filing formal proceedings

EAs and other tax professionals must fully comply with IRS Circular 230, including practicing full transparency about costs and services, acting in the client’s best interest, and always working ethically.

Salespeople at a national firm aren’t bound by the IRS Circular 230 rules. As a result, they may try to mislead you to get your business or act unethically in other ways.

Working with a local EA, on the other hand, ensures you have an accountable, ethical, and trustworthy advisor to help you deal with the IRS and your tax issues.

Benefits of Working with a Local Minnesota Enrolled Agent

When you’re looking for tax help, turn to a local EA in Minnesota. You’ll get these advantages that you just can’t find from a national firm:

Direct Access to the Expert

Instead of dealing with a salesperson or other staff member who doesn’t understand tax law, you’ll talk to the actual EA who will be handling your case. This means you can explain your situation, ask questions, and get expert answers from the start.

Minnesota-Specific Tax Advice

Local EAs understand Minnesota tax law specifically, so you won’t just be getting general guidance. They have a deep understanding of Minnesota Department of Revenue processes in addition to IRS requirements.

Court Representation

Salespeople can’t represent you in U.S. Tax Court, but local EAs who have USTCP authority can. This is why it’s a must to talk to local EA Josh Webskowski at BestTaxPro™.

Tailored Strategies

No two taxpayers have the exact same circumstances. You need a professional who will customize tax solutions based on your unique tax history, financial situation, and state location. Large companies don’t offer that level of personalized service, and so you may not be guided down the best path to resolution.

Honesty and Integrity

National tax relief firms often try to upsell you so you spend more money. Or, they can get you in the door by making big promises that it turns out they can’t keep. With a local EA, you get honest advice from an expert.

Credentialed Expertise

It’s hard to put your trust in anyone when it comes to your financial and legal issues. But with a local EA, you know that the person you’re dealing with has the credentials to understand your problem, navigate local and national tax laws, and help you find relief the right way.

Common Warning Signs of National Tax Relief Scams

Big companies and tax scammers try to get customers’ money by preying on them at a vulnerable time. They know you’re looking for answers and relief when you have mounting tax debt or are dealing with some other challenging tax problem. Here are warning signs and common language to watch out for when looking for tax help:

  • A promise of “pennies on the dollar” before they even look at your case or talk to you about your tax history
  • Requiring large fees upfront without a guarantee that they’ll actually help you
  • No information about the tax professional who will help you, including their license numbers, names, or credentials
  • Negative reviews from past customers about experiencing bait-and-switch tactics, being handed off to a third party, or being misled about the success of their services

A good rule of thumb: if it sounds too good to be true, it probably is. Look for an expert who is willing to level with you about your situation and your options. An Enrolled Agent will tell you what tax laws you must follow and how you can navigate a path forward.

Comparing Local EAs to National Firms

It may be tempting to contact a national tax relief company when you see their ads everywhere that include big promises and flashy language. But here’s a comparison of what you’ll get from a local EA versus a national firm in some of the most important areas:

Resolution Strategy

An EA will review your case and figure out if you should apply for a relief option like a payment plan, offer in compromise, currently not collectible status, or if you need audit defense. A national firm may just make you empty promises about debt settlement without telling you how it will happen.

Continuity With One Expert

When you talk to your local EA to get started, you’ll deal with this same person until your case is resolved. A big, national company will likely hand you off after your initial call, whether to a staff member who doesn’t know tax law or to a contractor.

Fast Response Times

Local tax professionals will be available to take your calls or at least respond to your inquiries in a timely manner. It may take a long time for you to get an answer from a large firm that has a general call center.

Verifiable Credentials

You should only work with a tax expert who can show you their active EA and USTCP licenses. Some salespeople at big firms have the title of “consultant” and are otherwise unable to show you any tax credentials.

Transparency

You need to know exactly how you’ll pay for services when you decide to work with a tax professional. This includes a clear scope of work to be done and when and how you’ll make payments. Some larger firms are vague about pricing or may require a retainer fee without providing the assistance you need.

Help with State Tax Problems

The nationwide firms often lack state-specific experience. In contrast, when you work with a local pro, they can help you set up MN payment plans or apply for MN compromise agreements.

Why BestTaxPro™ Is a Better Choice

Don’t risk your financial future by going with a national tax relief firm whose false promises won’t live up to your needs. Turn to licensed Enrolled Agent Josh Webskowski at BestTaxPro™. Josh has over 20 years of experience helping taxpayers find the right solution to their tax issues or representing them in front of the IRS.

At BestTaxPro™, we help you understand your relief options, including offers in compromise, payment plans, penalty abatement, currently not collectible status, and innocent spouse relief. We’ll carefully review your circumstances to guide you through the process of negotiating or applying for the best resolution. Our services are tailored to your needs, and we can help with local and Minnesota state tax laws.

Make sure your tax problems are in the hands of an expert. Contact BestTaxPro™ to discuss your options.

Josh Webskowski BestTaxPro™ Enrolled Agent and Tax Consultant.

Joshua A. Webskowski, EA, NTPI Fellow, USTCP represents taxpayers in IRS examinations, collections, Appeals, and U.S. Tax Court matters.

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Why Trust Us

Written by a contributing writer for BestTaxPro. Read my editorial policy. General information only, not tax or legal advice.

Why Trust Us

Content on this site is written by Joshua A. Webskowski, EA, USTCP and checked against primary sources, including the Internal Revenue Code and published IRS procedures. General information only, not tax or legal advice.
Tags: Guide, Tax

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