Keeping you on track with the IRS and State agencies.

Tax Services are offered through Couric & Co.®, under common ownership of Couric Financial Partners, LLC.

Having completed the Special Enrollment Examination (SEE) in 2010, John considers tax implications as part of intelligent asset management, holistic financial planning, and effective charitable giving strategies. He is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA) and also was conferred the Accredited Asset Management Specialist™ (AAMS®) designation in 2004. Please email This email address is being protected from spambots. You need JavaScript enabled to view it. for more information.

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 Agent Information

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 before which IRS offices they can represent clients.

Learn more about enrolled agents in Treasury Department Circular 230.

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Advisory services are offered through Couric Financial Partners LLC, a Registered Investment Adviser.
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