From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search
EA This user is an Enrolled Agent.

CLU This user is an Chartered Life Underwriter.

NAEA This user is a NAEA Member.

NTPI This user is a NTPI Fellow.

NATP This user is a NATP Member.

USTCP This user is a USTCP.

P This user is a Platinum Level Contributor on TaxAlmanac
(over 5000 edits as of 7/7/10)

View all Communities & Designations
Forum Award
This user has been recognized as a top contributor of high-quality replies in the TaxAlmanac Discussion Forum.

Hello, my name is Kevinh5 and I am an Enrolled Agent, ChFC, CLU and USTCP. My MBA is in International Business. I've been in my own practice for over 25 years. For the past 15 years I have taught tax update CPE classes for various state and national organizations all across the United States. Maybe you have attended one of my classes?

One of the most popular classes I teach is Ethics Jeopardy - a gameshow styled 'edu-tainment' qualifying for 2 hours of Ethics CPE. Topics covered include Circular 230 issues, recent developments in preparer penalties, sanctions, representation, and tax authorities. If your state chapter would like to have me speak at your next conference, drop me a line!


We all have to start with zero knowledge and learn more every year. But I think it is malpractice to take on a client for which you don't have the necessary education to help them and don't have the time to get that education before completing their return. Don't do estates or S corp returns until you have taken an estate or S corp class, or at least purchased and read some CPE material on the topic. The same for representation. If you don't have the experience, then get the education at your own cost, don't practice on your clients, you will probably do more harm than good. The IRS instructions are a start, but they really aren't enough, otherwise everyone could do their own taxes and no one would need your expertise. If you are unwilling to take the necessary CPE to become proficient on a topic, then either turn the client away or get professional help to review your work.

I expect my fellow tax professionals to be true professionals. If you aren't willing to spend the time studying and taking CPE, then you should get out of this business. On the other hand, if you are willing to share what you have already researched but still have further questions, I'll be more than willing to help you.

Please try to learn the correct tax terms if you want to be perceived as a tax professional. "The difference between the right word and the almost right word is like the difference betweeen lightning and the lightning bug. One is lots more powerful and sheds much more light." - Mark Twain, author.

I sat for the United States Tax Court Exam for non-attorneys in November 2012 and received notice in April 2013 that I have passed.

If you'd like to leave me a message, just select the discussion tab at the top of this page.

Thank you!


[My website is]

Personal tools