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Greg McRay, EA
Founder and CEO

What Is An Enrolled Agent?

An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled Agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about Enrolled Agents in Treasury Department Circular 230 (PDF).

The Limitations of Using Unlicensed Service Providers

You probably wouldn’t hire an unlicensed contractor to build your home.  Nor would you go to a doctor who doesn’t have a license to practice medicine.  The same consideration should be made when looking to hire a professional to help you start a nonprofit.

There’s a reason why nearly all non-CPA/non-attorney firms that work in the nonprofit space have a disclaimer that says they do not provide legal or tax advice, including our 2 biggest competitors:  Harbor Compliance and LegalZoom.

They don’t advise you because they CAN’T advise you!  Their marketing material may sound great, but make no mistake…you’re on your own.  If you need guidance with state or IRS compliance, you’ll have to find that somewhere else.  Their fine-print makes it perfectly clear…

Harbor Compliance:

We do not and will not provide you with any legal, tax, or financial advice of any nature whatsoever.

LegalZoom: 

We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies.

Why risk using a document services company that admits up-front that it cannot advise you on what matters most?

FACT:  The only individuals who can legally advise you on tax matters are those admitted to practice before the IRS.
Foundation Group Gives You the Tax Expertise You Need!

Tax compliance concerns are at the very heart of starting and operating a nonprofit.  It’s serious business that requires competent counsel.

Foundation Group is an Enrolled Agent-led tax and compliance services firm for nonprofits.  That’s what we do.  Not only do we provide you with the level of tax expertise you need, and represent your organization before the IRS, we’re legally liable to provide you with the best tax counsel for your particular situation.

Never choose expedience over expertise…There is no substitute for the services of a qualified, licensed professional!

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Successfully Starting a New Nonprofit
  • Defining Your Nonprofit's Purpose
  • Nonprofit Ownership
  • Board of Directors
  • Executive Compensation
  • Fundraising & Compliance Basics
Start a 501(c)(3) Nonprofit
Introducing the SureStart nonprofit formation system.
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Understanding IRS Form 990
  • What is this Filing?
  • Which Version do I File?
  • When is it Due?
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Understanding Charitable Solicitations
  • What is this Filing?
  • Who Requires It?
  • Website Donations
  • And Much More!