Profile

About Barbara J. O’Leary

Barbara J. O’Leary is an Enrolled Agent and has been in the financial services field since 1988.

What is an Enrolled Agent?

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. Dept 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.

Professional Designations and Achievements

In addition to the Enrolled Agent, she also holds the following Professional designations:

Certified Employee Benefit Specialist

Certified Estate Planner ®
Master Certified Estate Planner ®
Registered Financial Consultant

She has served in various capacities with the following associations:

Past President of the National Capital Chapter of the International Society of Certified Employee Benefit Specialists
Past Treasurer of the American Business Women’s Association
She is a member and/or associated with the following professional organizations:
National Association of Enrolled Agents
Virginia Society of Enrolled Agents
National Association of Tax Professionals
National Institute of Certified Estate Planners
Network Advisor with The Estate Plan