TaxProProofIRS PTIN registry lookup

Enrolled Retirement Plan Agent

What is a erpa?

Enrolled Retirement Plan Agents are licensed by the IRS to represent clients on retirement-plan matters such as employee plans and related filings.

When should you use one?

For retirement-plan filings and related IRS representation.

How to verify a preparer

Confirm the credential in the IRS Directory of Federal Tax Return Preparers
Ask for their PTIN and make sure they sign the return they prepare
For CPAs, attorneys, and state-regulated preparers, check the issuing state board or program

Find Enrolled Retirement Plan Agent tax preparers by City

315 cities

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