Coldwell Banker Residential Brokerage, Licensed in Arizona - Phoenix, AZ - (800) 736-2610 Linda Lightfoot Managing Broker - Martha Appel Designated Broker

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Should you seek guidance from a...
Tax Attorney or from a EA CPA?

CPAs are not at the top of the food chain, when it comes to such complex tax issues and questions. CPAs always turn to a Tax Attorney for interpretation of the Tax Code and Tax Laws.  That said, the very top of the food chain, in the CPA world are CPAs with the EA (Enrolled Agent) designation. Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS.


Eric Viavattene is with the EA CPA firm Dobbins Financial.  We met Eric at a Short Sale symposium and were very impressed with his credentials and understanding of the needs of the Short Sale client. His contact information is below.


Eric Viavattene
Dobbins Financial
Financial Advisor ~ Certified Tax Accountant
Office: (602) 279-5464 | Fax: (602) 279-9767 | Cell: 602-717-2030
1118 E. Missouri Ave., Suite B-1, Phoenix, AZ 85014


Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS.


Enrolled Agents are required to abide by the provisions of the Department of Treasury’s Circular 230, which provides the regulations governing the practice of Enrolled Agents before the IRS.  NAEA members are also bound by a Code of Ethics and Rules of Professional Conduct of the Association.


An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.


Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS.  Only Enrolled Agents, Attorneys, and CPAs may represent taxpayers before the IRS.  The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.


The ONE thing an Enrolled Agent cannot do is "practice law". Therefore the EA is not open to interpretation of tax law. If your situation would require a specific piece of "tax law" interpretation, then we would strongly suggest that you and Aaron's firm partner with Marianne Kingman of the Kingman/Winslow Tax Law firm. Marianne is a dear friend and one of the most professional and ethical attorneys on the planet. She has been a Navy wife, and as such fully understands the disruption a military move can heap upon a military family. If you decide that your needs are better served by a Tax Attorney, then Kingman/Winslow is the place to be. Their contact information is below.


Marianne Kingman, Esq, J.D., LL.M. - Real Estate Tax Attorney Kingman Winslow, LLC

T: 602-354-7172

O: 602-354-4659

Kingman Winslow, LLC

4835 E Cactus Road, Suite 110

Scottsdale, AZ 85254

Tax Consulting


Weather you are in the early stages of a purchase or the early stages of deciding on how to best liquidate your real estate holdings, we are extremely confident that both of these firms are the firms who can guide you through every form of tax question you may post and/or tax challenge you may have. 


At the end of the day, if you need to short sell your real estate, either of these firms can assist you with the final stages of your short sale, the tax preparation for the "event year".


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Lori & G-II are standing by
to answer Short Sale Questions.

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Contact Lori & G-II by eMail at or Lori by phone at (602) 574-5674 or G-II by phone at (602) 796-5674
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