“Don’t tell me where your priorities are. Show me where you spend your money and I’ll tell you what they are.”
-- James W. Frick
Enrolled Agent >
An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. EAs advise, represent, and prepare tax returns for any client with tax reporting requirements. EAs are required to maintain their professional skills through annual continuing education requirements, and our conduct and practice are governed by Treasury Circular 230.
Andrea holds Bachelors & Masters degrees in Accounting, is an Enrolled Agent, Registered Investment Advisor Representative and ProAdvisor for Quickbooks.
With over a decade of professional experience in tax services, Andrea is fluent in three languages: English, Taxes & Financial Strategies. Her journey began by serving as a volunteer tax counselor with AARP’s free Tax-Aide program, providing a strong foundation for her career. Today, Andrea is honored to bring affordable and trustworthy tax services to our senior community, families, and small business owners. While Andrea has been a bookkeeper for many years, currently, she channels her focus towards tax preparation, financial planning, and individualized financial solutions.
Beyond financial matters, Andrea has kept busy teaching at our local community college, working on building projects, kayaking or hiking with her husband and four children.
As a partner at Fort Vancouver Investment Management, Andrea is dedicated to helping individuals and businesses navigate their financial journey. To learn more about the comprehensive financial planning services they offer, visit www.FortVancouverIM.com.