Enrolled Agent

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.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.  Enrolled agents can work in any state.

Providers need an EFIN to electronically file tax returns. The IRS assign an EFIN number to identify firms that have completed the IRS e-file applications to become an Authorized IRS e-file Provider.  After the provider completes the application and passes a suitability check, the firm is given an unique EFIN number.

Un Certified Acceptance Agent (CAA) es una persona autorizada por el IRS para asistir individuos y otros extranjeros que no califican para tener un numero de SS pero que necesitan pagar sus taxes.

Con la ayuda  de un CAA, el taxpayer no necesita enviar documentos originales por correo o ir personalmente a una oficina del IRS.

A Certified Acceptance Agent (CAA) is a person authorized by the IRS to assist individual and other foreign person who do not qualify for a SS number but who need to pay taxes.

With the help of a CAA, the taxpayer does not need to send the original documents by mail or to go personally to a IRS office. 

 A "Health Insurance Agent” is defined as any person appointed as an agent by an insurer to solicit applications for or to negotiate and effectuate contract of health insurance, as such insurance and includes an individual representing a health maintenance organization. "HEALTH INSURANCE" is defined as health insurance against loss through sickness or accidental bodily injury. 

 A "Life insurance agent" is a licensed professionals who sell life insurance. They will work for an insurance company and sell policies “carried” by that insurance company, or can work more independently and are able to sell life insurance from a range of companies. 

Notaries are public officers and are appointed and commissioned by the Governor of Florida. 

In order to become a Florida notary, the candidate must pass a Florida notary education course.  In addition, the notary is required a bond and a Florida notary seal.