CORALVILLE— All five enrolled agents on the staff at Taxes Plus have returned for another tax season.
Enrolled agents (EAs) are currently the only tax professionals tested by the IRS before being admitted to practice. They have unlimited rights to represent clients before the IRS, must adhere to a code of ethics and must take continuing professional education.
The newest EA, M. Jon Brown, joined the firm last year and works full-time year-round. He was admitted to practice as an EA in 2015 and has 12 years of tax preparation experience.
The other EAs at Taxes Plus are Marlene Perrin and John Gilroy, both tax professionals for 35 years and EAs for 25 years; Lynne Kinney, a tax professional for more than 24 years and an EA for more than 14 years, and Ila Zimmerman, a tax professional for more than 14 years and an EA since 2005.
Perrin founded the firm in 2002. Kinney works at the firm part-time year-round and also operates her own bookkeeping service. Gilroy, who owns Harney Oil Co., and Zimmerman, a systems analyst at University Hospitals, work mostly during tax season, meeting clients nights and weekends.
Other returning staff members include Edward Spencer, a tax preparer for 24 years, and Joan Walton, the firm’s payroll tax specialist and a tax preparer for 10 years. Both passed a comprehensive IRS exam in 2012 that exempts them from annual testing as long as they meet continuing education requirements.
Gordon Vyrostek, a tax preparer for more than 11 years, joined the firm last year. He continues to earn a record of completion in the IRS’ voluntary filing season program, which requires passing an annual exam and taking continuing education.
Also on the professional staff is Rose Kraus, a tax preparer for more than 23 years, who does bookkeeping for clients and handles quality control. Toni Cook, a student in finance at Kaplan University, is learning the tax business this season as an intern.
Taxes Plus is starting its fourth season at 302 Second St. in Coralville. The location also offers space for tax classes, mostly for employees, each fall. Perrin has IRS approval as a continuing education provider.
The Taxes Plus mission is to prepare accurate tax returns and offer excellent customer service at a reasonable price. Services include preparation of returns for individuals, businesses and non-profit organizations, and for all states.
Most clients sit down with a tax professional each year to review their tax situations and complete their tax returns. Prior clients also can drop off information needed to complete their returns, if that is their preference. A face-to-face meeting is preferred for new clients.
The locally-owned company succeeds, Perrin said, because of wonderful, supportive clients and an exceptional professional staff.
“Our customers are our friends and neighbors. All of the money they pay us stays in the community. We want to help keep our community vibrant.”
All returns prepared by the firm are filed electronically at no extra change. Tax planning, reviews of prior year returns and routine audit assistance is free for current clients. The firm’s enrolled agents also are available to represent other taxpayers before the IRS and the Iowa Department of Revenue.
Appointments are encouraged, but walk-ins also can usually be accommodated.
The company’s web site, taxesplusiowacity.com, includes a tax newsletter with links to calculators for tax, business, loan, retirement planning and other personal finance purposes.