Northeast Georgia Accounting Office Serving:
Cumming, GA, Forsyth County,
and surrounding counties in the Northeast Georgia Area.

Are you looking for an accounting or consulting firm in the Cumming, GA – Forsyth County – North Georgia area who will provide quality financial services and give your organization the personal attention you desire? Then you’ve found a business partner in CDM Business Services, LLC.

When my company was formed, my goal was to offer individuals and businesses a quality alternative to larger accounting firms. I believe accountants should have the heart of a teacher by offering excellent personalized tax, accounting, and consulting services to my clients.

CDM Business Services, LLC focuses on developing relationships locally with individuals and small to mid sized businesses. As an Enrolled Agent I advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any entities with tax-reporting requirements.

My services include but are not limited to:

• Tax Preparation & Services
• Accounting Services
• Bookkeeping & Payroll Services
• QuickBooks
• IRS and State/Local Representation

To learn more about the services we offer please click on the links at the top or the side. I think you will be impressed with the many different ways I can serve and grow with your business needs.

Call today for a free consultation to learn how CDM Business Services, LLC can help your daily business and enhance your future growth. I am vested in your success because it is directly related to our success.

I look forward to a successful partnership and growing with you!

Danyelle Mullinax
Enrolled Agent, Owner
CDM Business Services, LLC
302 Kelly Mill Road
Cumming, GA 30040

Phone: 678-947-0830

What is an Enrolled Agent?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

What does the term “Enrolled Agent” mean?

“Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.

How does one become an Enrolled Agent?

The license is earned in one of two ways, by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.

How can Enrolled Agent help me?

Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.

Privilege and the Enrolled Agent

The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) a limited client privilege. This privilege allows confidentiality between the taxpayer and the Enrolled Agent under certain conditions. The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.

Are Enrolled Agents required to take continuing professional education?

In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years, to maintain their Enrolled Agent status. Because of the knowledge necessary to become an Enrolled Agent and the requirements to maintain the license, there are only about 46,000 practicing Enrolled Agents.

What are the differences between Enrolled Agents and other tax professionals?

Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).

Are Enrolled Agents bound by any ethical standards?

Enrolled Agents are required to abide by the provisions of the Department of Treasury’s Circular 230, which provides the regulations governing the practice of Enrolled Agents before the IRS.

To make an appointment or for more information please contact us at 678-947-0830.

From Simple To Complex Tax Returns CDM Business Services Have You Covered!