TOBA

Resources


 

What is an Enrolled Agent?

Learn about the advantages of workng with an Enrolled Agent from the National Association of Enrolled Agents:
http://www.naea.org/taxpayers/what-enrolled-agent


Business Assessment

Please complete this assessment and email your answers prior to the first meeting with TOBA’s relationship manager.  

1. Describe your plan for when you retire from your business or when you decide to pursue other interests
2. Describe your plan to reduce estate and income taxes
3. Describe the overall status and direction of your financial affairs
4. Describe your strategy to build and protect your assets
5. Describe your business operations and efficiency



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