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

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.

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

Certified Employee Benefit Specialist
Certified Estate Planner ®

Master Certified Estate Planner ®

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