The Practice

  Benjamin David Goldberg, Principal

The Practice

The Goldberg Tax Practice, LLC, located in the metropolitan Washington, DC area; has a nationwide clientele.  In addition to our clientele, we are engaged by two law firms in Arlington, VA to meet the income and fiduciary tax needs of their clientele.  The practice has a very high client retention rate, with some clients going back more than thirty-five years to the earliest days of the practice.  We pride ourselves on our adherence to the highest professional ethical standards, our quest for excellence, and our finely-tuned understanding and practice of customer service.

Qualifications and Experience

  • Enrolled Agent, Admitted to Practice Before the IRS.  Enrolled Agents (EAs) are America’s Tax Experts and hold the highest credential issued by the IRS.  The IRS web site provides the following description:  “Enrolled Agents have passed a three-part, comprehensive exam covering individual and business returns.  They must adhere to ethical standards and complete 72 hours of continuing education courses every three years.  EAs have unlimited practice rights before the IRS which means they can represent clients for any tax matter.”  EAs are the only federally recognized tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS (See “AboutTax Pros” to learn about the qualifications of other tax professionals and their allowable practice levels)
  • Authorized IRS Electronic Return Originator
  • 35+ years of experience providing professional tax services (learned to prepare returns before access to software was available)
  • Accounting and Federal Taxation studies at the George Washington University
  •  H&R Block Assistant City Manager, multiple office management, teaching the Block Income Tax courses, accompanying clients to audits, reviewing returns of others, Executive Tax Service preparer
  • Professional Association Memberships:
    • National Association of Enrolled Agents (NAEA – membership requires 30 hours of continuing education annually – exceeding IRS requirements)
    • National Association of Tax Professionals (NATP)

The experiences of our practice have resulted in a body of in-depth practical knowledge and experiences that are potentially applicable to any taxpayer:

  • Complex multi-faceted returns
  • Self-employment
  • Deductible business use of a residence (office, studio, practice room, etc.)
  • Multiple-state returns (we do all state and local income tax returns)
  • Reduction in debt income from foreclosure or short sale
  • Unfiled prior year return(s)
  • Rental property and vacation home income and expenses

The Differences

There are unique aspects of this practice that set us apart from other CPA or Enrolled Agent tax professionals.

We specialize in the tax needs of performing artists.  In addition, our practice experiences have resulted in extensive experience with the needs of the military member, as well as those of the Law Enforcement Officer (LEO).

  • Our practice was started in 1974 primarily to meet the needs of performing artists.  To this day, the majority of our clients are performing artists.   We specialize in meeting their needs.  We know and understand the performing artist because we were engaged in the performing arts for a number of years.  We understand the unique work environments, the unique income sources and income streams, and the unique deductions.  You’ll never again have to try to explain your uniqueness to someone who, though experienced and knowledgeable about tax law, doesn’t have a basis for understanding what you do for a living.  We do.  We get it because we’ve lived and worked in your world.  Juilliard Percussion major (1963-1968), the New York City Ballet Orchestra, free-lance musician (performed with the New York Philharmonic, New York City Opera, Joffrey Ballet, Broadway and off-Broadway shows, Radio City Music Hall, the Goldman Band), recording dates, touring companies, the U.S. Army Band, college percussion instructor, music store drum teacher – we’ve done it all.
  • We have years of experience preparing returns for all ranks and branches of the military, from retired O-10s and O-9s to active duty O-8s on down through the enlisted ranks.  We served on active duty for ten years.  We know something about military life.  We know there are over 70 different kinds of military pay, and we know about a PCS move, and we know about legal states of residence for members and spouses.  We also deeply appreciate what you do in the service of our country.
  • We’ve prepared LEO tax returns for a number of years, as a very close relative happens to be a LEO.  We understand about the life of a LEO, and all about their unique deductions.  We are strong supporters of the LEO community and deeply appreciative of the work they perform.

We are also different from other similar firms because we focus solely on individual and fiduciary returns.

  • Unlike many Enrolled Agent practices or accounting firms, we do not offer every service that is remotely related to taxation.  We don’t strive to be all things to all people.  Instead, we specialize in the preparation of individual and fiduciary income tax returns; and; in particular, those with a high degree of complexity.  We won’t offer to be your personal financial advisors, although we might recommend that you engage one.  You’ll never find the preparation of your tax return prioritized behind corporate returns; a not uncommon practice in other firms.

RESOURCES

The current length of Title 26 of The United States Code (the Tax Code) is 3,387 printed pages.  The printed length of the twenty volumes that comprise Title 26 of the U.S. Code of Federal Regulations is 13,458 pages.   Together, the tax law and its implementing regulations fill 16,845 pages.  That enormous number of pages doesn’t begin to approach the count for all the other documents (IRS Publications, Notices, Revenue Procedures, Revenue Rulings, and Technical Advice Memoranda, just to name a few), plus the entire body of tax-related case law from the federal court system that, taken together; must be considered when rendering an opinion or simply preparing a return

What’s the point?  We want you to be aware of the depth and scope of the basis for operating a tax practice; and to realize that absolutely no one person knows all there is to know about every aspect of taxation.  That’s why it’s critical for a tax practice to have resources sufficient to practice effectively.

We subscribe to three different tax research services, own a large library of reference books and materials that are replaced or updated periodically, and have a group of trusted colleagues who we can confer with on thorny tax or practice issues.  In addition, we have identified several highly-qualified subject matter experts whose services we can engage (and have engaged in the past) when appropriate.  We continually maintain, enhance, and advance our grey matter with a minimum of 30 hours of continuing education annually.

TECHNOLOGY and the SECURITY AND SAFETY OF YOUR DATA

Your tax data is secure, and protected against loss.  We have professional-grade hardware and software, state-of-the art scanning and printing technology, highly reliable high-speed internet service, firewalls, and continually updated virus and intrusion protection.  Our network provides wireless access only through a highly-encrypted connection.  Tax data is backed up incrementally in real time, and a full backup is made at the end of each day on an external drive.  A separate backup is taken at the end of each week, and stored in a secure off-site location.  Tax data residing on media is encrypted, and tax data on paper is kept in locked filing cabinets.  When a hard drive is taken out of service, the individual platters that make up the drive are physically demolished.  A bonded shredding company disposes of paper documents containing tax data that no longer need to be retained.

PRIVACY

It is the policy of our practice to handle the information our clients provide us with the utmost confidentiality and care.  We restrict access to nonpublic personal information about our clients to employees of our practice who need to know this information in order to complete the work you have engaged our practice to do.  We will not disclose your personal and confidential information to anyone outside our practice without your express written permission to do so.

We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

WHY US?

If you’ve read this far, you’re probably interested in changing the provider of your tax services, looking for a tax preparer because you’re a first-time filer, or you’re seeking Representation for a matter before the IRS or a state taxing authority that was generated by yourself or another preparer.  The added value we offer our clients – our value proposition – can be significant and make us the best choice.  We can provide you with a different kind of experience from those who now try to meet your tax needs, get you started off the right way as you file your first return, or help you through a sticky tax problem.

In general

We are Enrolled Agents – professionals who specialize in taxation, who have earned the highest credential issued by the IRS.  With that credential, goes intense accountability for our actions.  We are subject to severe civil and criminal penalties for a range of transgressions ranging from not providing a copy of your tax return, to not exhibiting due diligence in the preparation of your return, to negligent conduct, all the way up to fraudulent behavior.

We have over 35 years of experience preparing thousands of tax returns for hundreds of clients.   There isn’t much that we haven’t seen or experienced in our areas of focus.   We have a base of knowledge and experience that’s hard to match.  That said, we don’t pretend to know it all.  The tax code and all its implementing regulations, rulings, case law, and learned opinions can be described, at best, as byzantine and convoluted.  We know what we know and we know what we don’t know; and when we don’t know, we’ll find and engage (NOT at your expense) the best resource to help us navigate the maze.

For the performing artist

Because we know and have lived in your world and have shared many of your experiences, we can more effectively represent your tax interests; whether in a tax return or in representation before the IRS.  You’ll also appreciate communicating with someone who has common experiences, and “gets” your life and work.

For the military taxpayer or the LEO

We have extensive experience in preparing returns for you.  You’ll enjoy having a preparer with a comprehensive knowledge of your tax circumstances; and also deeply appreciates what you do.

For those who’ve felt like they were competing for their provider’s attention or priority

Because the scope of our practice is limited to individual and fiduciary returns, you’ll never again have to get in line behind a corporate client.

If you have questions, want to learn more, just want to chat, or are ready to engage our services; call us at (703) 256-4632, send us an email at ea@goldbergtaxes.com, or complete the brief form at Contact to request a call back at a time convenient for you.

Thanks for taking the time to visit our website.

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