Carlson Tax Service was established in 2002 and is owned and operated by Kathryn J. Carlson E.A.
Kathryn is an Enrolled Agent with a Bachelor of Science degree in Accounting. She has over 20 years of experience in accounting and tax preparation.
Ms. Carlson enjoys working with small businesses and individuals in tax planning and preparation, setting up business entities, and other business needs. She is a member of the Greater San Diego Business Association as well as the Nationals Society of Enrolled Agents.
After the Civil War, many citizens had problems settling claims with the government for horses and other property confiscated for use in the war effort. After many petitions and much pleading, Congress in 1884 endowed Enrolled Agents with the power of advocacy to prepare claims against the government and to seek equitable justice for the citizenry. For many years, the purpose of the Enrolled Agent was to act in this capacity.
In 1913, when the income tax was passed, the job of the Enrolled Agent was expanded to include claims for monetary relief for citizens whose taxes had become inequitable. As the income tax, estate, gift and other sources of tax collections became more complex, the role of the Enrolled Agent increased to include the preparation of the many tax forms that were required. Additionally, as audits became more prevalent, their role evolved into taxpayer advocacy, negotiating with the Internal Revenue Service on behalf of their clients.
If you would like to learn more about Enrolled Agents, visit National Association of Enrolled Agents (NAEA)