Choosing the Right Financial Professional – Tax Professionals

Many people are surprised to learn that there is no license required to be a tax preparer!!  Anyone can call themselves a tax preparer and help fill out your taxes. However, if you  pay them for their services, they must register with the IRS and receive a PTIN (Preparer  Tax Identification Number). They should be signing your tax return and inputting their  PTIN number on your tax return, which shows they are the ones that prepared it. If they  are not signing your return as a paid preparer, you should not be paying them! 

In addition, California, Connecticut, Iowa, Maryland, New York, and Oregon have their  own requirements for paid tax preparers in those states, with Maryland and Oregon even  imposing their own state exams. 

While there is no license for tax preparers in most states, there are some credentials that  allow a person to represent you before the IRS.  

CPA- Certified Public Accountant 

EA- Enrolled Agent 

Only these two credentials or an attorney can represent you before the IRS. However,  there are many other tax professionals that are qualified and very experienced. Just  make sure they have a PTIN and are signing their name on your tax return. 

We here at Kramer Wealth Managers, encourage you to ask your financial professionals to  ensure that they do have proper credentials, licensure, or registrations. Don’t be afraid to ask  questions and make sure they are the right fit for the type of services you need. 

We have developed a list of professionals in many states that are either fluent in ASL or have  experience working with deaf clients through an interpreter. We want our clients to work with  professionals who can help you to establish, build on, and support your financial goals. Feel free  to contact us if you have any questions. We would be happy to discuss more with you.

Adrianna Environmental B&W

Adrianna Rocha

Client Relations Representative

240-379-6929 V
240-439-6889 VP
512-379-6909 FAX

Adrianna Rocha joined Kramer Wealth Managers in 2021.

Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.

Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients’ as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.

Adrianna is not registered with Osaic Wealth.